Mortgage & Protection Adviser

Infinite Financial Services Limited; Appleby-in-Westmorland; On-site; GBP 30,000 - GBP 35,000; Full time

Job summary

A respected financial services firm in Appleby-in-Westmorland seeks a Mortgage & Protection Advisor to deliver tailored advice and manage end-to-end applications. Ideal candidates will have a proven track record in mortgage sales and strong communication skills. The role offers a supportive, team-oriented culture, full administrative support, and a potential 4-day work week after probation., along with 40 days holiday. Competitive salary with uncapped bonuses available.

Benefits

4-day work week option

40 days holiday after probation

Career progression and ongoing training

Full administrative support

Team-oriented culture

Qualifications

• Proven track record in Mortgage & Protection sales.
• Self-motivated and detail-oriented with resilience.
• Own client bank required, additional leads provided.

Responsibilities

• Deliver tailored Mortgage & Protection advice to clients.
• Recommend suitable products like life assurance and income protection.
• Manage end-to-end applications and liaise with stakeholders.
• Stay up to date with market trends and compliance.

Skills

Mortgage & Protection sales

Communication skills

Relationship-building skills

Job description

📍 Location: Appleby-In-Westmorland, Cumbria (Office-based with 4-day week option)

💰 Salary: £30,000 to £35,000 basic + uncapped bonuses

📅 Start Date: Q1/Q2 2026 (Looking specifically for the right delegate here )

About Us

Are you a driven and experienced Mortgage & Protection Advisor looking to join a respected, client-focused firm with a strong reputation, offering Nationwide advice specializing in supporting Military personnel – both serving and veterans as well as supporting Blue light professionals?

Patrick James Solutions (a trading style of Infinite FS) is a key account of Quilter, offering trusted mortgage and protection advice across the UK. Based in the beautiful Cumbrian countryside, we pride ourselves on building long-term client relationships through personalised, face-to-face and remote services.

🔍 What You’ll Be Doing

• Delivering tailored Mortgage & Protection advice to a wide range of clients
• Recommending suitable products including life assurance, income protection, and home cover
• Managing end-to-end applications and liaising with lenders, providers, estate agents, and solicitors
• Staying up to date with market trends and compliance requirements
• Building long-term relationships through exceptional service

✅ What We’re Looking For

• Proven track record in Mortgage & Protection sales
• Strong communication and relationship-building skills
• Self-motivated, detail-oriented, and resilient
• Own client bank required; additional leads provided

🌟 What We Offer

• Full administrative support
• 4-day work week option after probation
• 40 days holiday after probation
• Career progression and ongoing training
• Supportive, inclusive, and team-oriented culture
• Beautiful office locations in Appleby and Chorley

At Infinite FS, we believe in diversity, inclusion, and empowering our team to thrive. If you're passionate about helping people secure their futures and want to be part of a growing, values-driven business—we’d love to hear from you.

📩 Apply Now: Send your CV and cover letter to [e-mail]