Mortgage & Protection Adviser — 4-Day Week, Bonuses

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

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.