Mortgage and Protection advisors

Posted 25 March 2025
Salary £26000.00 - £29000.00 per annum
LocationCardiff
Job type Permanent
Discipline Accountancy and Finance
ReferenceBBBH401027_1742919858

Job description

Brook Street are working with clients in Cardiff who are looking to add to their teams head count. We are currently looking for 3-4 Mortgage and Protection advisors with 2 years mortgage experience and part or fully qualified CeMAP or CII. These roles are full time with negotiations surrounding salaries.

Role Overview

As a Mortgage and Protection Advisor, you will:

  • Provide expert advice on mortgage and protection products to a diverse client base
  • Assess clients' financial situations and recommend suitable mortgage solutions
  • Explain different types of mortgages and their pros and cons
  • Help clients determine appropriate borrowing amounts
  • Advise on and sell related financial products, such as buildings or life insurance
  • Guide clients through the mortgage application process
  • Liaise with mortgage lenders, estate agents, and valuers

Qualifications and Requirements

  • CeMAP or CII qualification (part qualified is also considered)
  • At least 2 years' experience as a mortgage adviser
  • Strong knowledge of the Cardiff property market
  • Excellent communication and interpersonal skills
  • Ability to meet sales targets while providing impartial financial advice
  • Up-to-date knowledge of FCA regulatory requirements

Apply now or call Brook Street Cardiff for more information

Brook Street NMR is acting as an Employment Agency in relation to this vacancy.