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Junior Mortgage and Life Insurance Advisor

Start your career in a premier financial services company, working in a friendly team environment where you will be supported in your career development.

This is a unique junior advisor opportunity, to be part of an organisation that prides itself on excellent customer service and a drive to provide innovative financial products.

You will have the opportunity to progress and manage your on mortgage portfolio and will be fully supported by both the Mortgage Executive & Life Insurance Advisor team, as well as the Group Director of Lending.

Responsibilities will include:

  • Reviewing of the mortgage lenders and life insurance products available to ensure that you offer the right packages for your clients
  • Planning and prioritising sales activities in relation to business targets
  • Following and complying with relevant legislation and internal company policies
  • Maintaining and updating records relating to your mortgage portfolio
  • Providing quotations and other documents in a timely and accurate manner

Experience and skills required:

  • Willingness to undertake required examinations
  • Ideally some previous office administration experience
  • Ability to maintain a wealth of knowledge, particularly a range of mortgage and life assurance products
  • Confident liaising with clients and third parties over the telephone
  • Strong academics, with good accuracy and attention to detail skills

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email

We are an equal opportunity employer and value diversity at all times.

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Junior Mortgage and Life Insurance Advisor
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