Mortgage & Protection Adviser (Newly Qual)

  • Square Peg Associates Ltd
  • Bury, Lancashire
  • Sep 05, 2025
Full time Banking Finance

Job Description

Job Title: Mortgage Adviser (Newly Qualified)

Location: Outskirts of Bury, Gt Manchester.

Salary: £25,000 - £29,000 Commission Benefits (OTE £45-50k uncapped)

We are looking for a forward-thinking, customer-focused mortgage and protection adviser for a small wealth management practice, committed to supporting clients with expert advice tailored to their needs. As they continue to grow, they are looking for a motivated Newly Qualified Mortgage Adviser to join our expanding team.

This is a fantastic opportunity for someone who has recently gained their CeMAP (or equivalent) qualification and is eager to grow their career in financial services. We also welcome established advisers looking to work in a small team environment and happy to promote the protection benefits.

The Role

As a Mortgage Adviser, you will:

  • Provide tailored mortgage and protection advice to clients.
  • Build strong, lasting relationships with customers through excellent service.
  • Manage the full mortgage application process, ensuring compliance at every step.
  • Adopt a proactive sales mindset to recommend and sell protection benefits and packages that safeguard clients' long-term financial wellbeing.
  • Generate new business opportunities while working with provided leads.
  • Stay up to date with market trends, lender criteria, and regulatory requirements.

What We're Looking For

  • CeMAP (or equivalent) qualification - essential.
  • A strong desire to build a long-term career in mortgage advising.
  • Excellent communication and interpersonal skills.
  • Proactive sales ability with a passion for helping clients protect their families, homes, and lifestyles through add-on protection products.
  • Driven, ambitious, and motivated to achieve results.
  • Organised with good attention to detail.
  • Previous sales or customer service experience (desirable but not essential).

What is on Offer

  • Warm leads provided, plus the tools to develop your own client base.
  • Competitive salary with uncapped commission potential.
  • Career progression opportunities within a growing business.
  • Supportive team culture with mentoring from experienced advisers.
  • Free local parking

How to Apply

If you're newly qualified and ready to kickstart your career as a Mortgage Adviser - with the drive to sell protection packages that truly add value to clients' lives - we'd love to hear from you.