Mortgage and Protection Advisor

May 23, 2024

Job Description

Mortgage and Protection Advisor
Location: Glasgow, Scotland

Company Overview: My client is a long standing and reputable Mortgage Broker firm committed to providing tailored mortgage and protection solutions to their clients. They specialise in delivering free, impartial, personalised advice and exceptional service to help individuals achieve their homeownership and financial security goals.

Position Overview: Seeking a motivated and experienced Mortgage and Protection Advisor to join the team in the Glasgow. As an advisor, you will be responsible for providing expert guidance on mortgage products and protection plans, ensuring the highest level of service and support for our clients.


  • 30k basic
  • Generous commission splits
  • Ongoing training and development opportunities.
  • Various lead sources
  • Self employed options available


  • Conduct comprehensive financial assessments to understand clients’ needs and goals.
  • Offer expert advice on mortgage options, explaining terms, conditions, and potential risks.
  • Assist clients in the mortgage application process, managing paperwork and liaising with lenders.
  • Recommend suitable protection products such as life insurance, critical illness cover, and income protection based on clients’ circumstances.
  • Stay updated on mortgage and insurance regulations, market trends, and industry developments.
  • Build and maintain strong relationships with clients, providing ongoing support and guidance.


  • CeMAP qualification or equivalent (essential).
  • Proven experience as a Mortgage and Protection Advisor within the financial services industry.
  • In-depth knowledge of mortgage products, lending criteria, and insurance offerings.
  • Strong communication and interpersonal skills to build rapport with clients.
  • Ability to work independently and as part of a team, maintaining high ethical standards.
  • Proficiency in relevant software and systems for mortgage processing and client management.

Contact Details: If you are interested in this role as an Mortgage and Protection Advisor please send your CV to (url removed) or call me on (phone number removed)
Please Note: Rayner Personnel Property Recruitment are acting as a recruitment agency with regards to this position. By submitting your application, you are consenting to Rayner Personnel processing and storing your data for the purposes of your job search. We receive a great many applications for our vacancies and try to respond to as many as we can as quickly as possible. If you have not heard from a member of the team within 48 working hours, please assume that on this occasion your application has not been successful, but please feel that you may apply for other roles we are advertising in the future.