Mortgage and protection Adviser
Operations
Location
Cheltenham
Price
Self-employed
Type
Full-time, hybrid
We are partnering exclusively with a well regarded, boutique and highly successful mortgage brokerage in the heart of Cheltenham. As part of their growth plans for 2026 we are looking to bring in an additional experienced Mortgage and Protection Adviser to work on a self-employed basis.
Key Responsibilities
Conduct thorough assessments of clients' financial situations to determine appropriate mortgage options.
Recommend suitable protection; life insurance, income protection, home insurance.
Offer ongoing support and advice throughout the mortgage lifecycle
Maintain accurate records in compliance with company policies and industry regulations.
Provide outstanding customer service at all times.
What We Are Looking For?
Full CeMAP or equivalent
Experienced delivering a full range of mortgage and protection solutions
Drive and enthusiasm to grow your own business
Excellent communication skills, both verbal and written, with an ability to build long lasting client relationships
Strong attention to detail and organisational skills, able to manage and prioritise a busy caseload.
A proactive approach to problem-solving
Commitment to providing exceptional customer service
Benefits
Excellent earnings potential
Admin support provided
Leads provided
Cheltenham office and home based
Full time working but completely flexible hours
Contact Our Specialists
This is a fantastic opportunity to further your career, within a supportive and collaborative environment.
For more details please send a copy of your latest CV to michael.berry@adjacency.co.uk