Mortgage and Protection Advisor

Job Description:

We are working with our client, a growing specialist financial services firm, on a fantastic opportunity for a Mortgage and Protection Advisor to join the team and play a pivotal role in helping clients navigate the mortgage and protection landscape.

In this role, you will be guiding clients through the full mortgage and protection process, while building lasting relationships with clients and lenders.

Full CeMAP qualification is essential for this role.

• Fully CeMAP-qualified (or equivalent) from any industry background.


• Willingness to obtain the R05 qualification within three months of joining (client will cover the cost).


• Ambitious, personable and client-focussed with excellent communication skills.


• A proactive mindset with the ability to stay organised and professional in a fast-moving advisory environment.

• Collaborate closely with clients to assess their financial circumstances and deliver tailored guidance on mortgage options.


• Support clients through every stage of the mortgage application, ensuring all documentation is accurate, processes run efficiently and all regulatory requirements are met.


• Stay informed on current mortgage market trends, legislative updates, and industry best practices.


• Develop and nurture lasting relationships with clients, lenders, and other key partners, serving as a trusted consultant throughout the mortgage process.


• Offer ongoing assistance to clients, promptly addressing any queries or issues as their applications progress to completion.


• Carry out comprehensive market analysis to source the most appropriate mortgage and protection products for each individual client.

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 16293

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.

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Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.

For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement

Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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