Mortgage and Protection Adviser - Bristol

  • Location

    Bristol, Bristol

  • Discipline

    Financial Services

  • Job type:


  • Benefits:

    £30,000 - £32,5000 Basic, £60,000 - £80,000 OTE & Incentives

  • Published:


  • Expiry date:


Our Client is a growing impartial Mortgage and Protection Brokerage based in Bristol, providing exceptional service to clients across the South West. Due to their expanding business, they require an additional Mortgage and Protection Adviser to maintain their high levels of service to both clients and the professionals they work with.

My clients are linked with Bristol’s leading estate agency which is providing them with very high levels of leads on a monthly basis.

Duties included in the role of a Mortgage and Protection Adviser:

  • Identify customers’ financial needs and advise them with the products that would best suit their requirements.
  • Ensure clients understand the products and services offered and the process.
  • Complete customer interviews by appointment and on-demand and make sales that meet customers’ needs.
  • Look for opportunities to attract new customers and professionals.
  • Prepare for future appointments, gathering appropriate information from colleagues generating referrals.
  • Deliver a professional and credible service and ensure your knowledge is up to date at all times.
  • Working towards sales targets and always knowing how you are performing against these.

Requirements for the role of a Mortgage and Protection Adviser:

  • CeMap or other industry-recognised qualification
  • CAS
  • Willingness to learn new skills.
  • Excellent communication skills
  • Ability to demonstrate excellence in your field.
  • Outstanding levels of customer service
  • Full driving licence

Working Hours:

As a Mortgage and Protection Adviser, you'll be required to work Monday - Friday. Giving you a better work/life balance!

My clients are offering the successful Mortgage and Protection Adviser:

  • Basic £30,000 - £32,500 (depending on experience) 
  • OTE £60,000 - £80,000 
  • 20% commission
  • Added incentives

Due to high amounts of applications if you have not been contacted within 7 days, please consider your application as unsuccessful.

This job has been posted by GCB Agency Recruitment Ltd who is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage.

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