Mortgage and Protection Advisor

Are you an experienced Mortgage Advisor ready to specialise in one of the UK s most unique and rewarding markets? If you're confident, consultative, and passionate about helping people bring their dream home to life, this role could be your next step.

A well-established financial services provider is looking for a Mortgage and Protection Advisor to be based onsite at the National Self Build & Renovation Centre (NSBRC) in Swindon. Acting as the key mortgage specialist, you ll guide clients through bespoke finance solutions for homebuilding and renovation projects.

The role offers a basic salary of £40,000 with realistic on-target earnings between £60,000 and £80,000, plus full administrative and packaging support and access to exclusive financial products.

This is more than just a traditional advisory role, you'll play a central part in a unique customer experience by providing expert mortgage and protection advice, engaging directly with motivated clients, and representing a respected presence within a nationally recognised venue. With all leads provided and no cold calling required, you'll focus on building meaningful relationships, converting warm enquiries, and helping clients achieve their vision from concept to completion.

Key Responsibilities:

• Provide mortgage and protection advice to clients pursuing self-build, renovation, or home improvement projects.
• Conduct face-to-face, telephone, and video consultations with prospective clients onsite and remotely.
• Manage the full advisory process, from client engagement to submitting applications and liaising with underwriters.
• Work flexibly, including Saturdays and occasional event weekends, to align with NSBRC activities and customer demand.
• Represent the business professionally at NSBRC exhibitions and seminars, building relationships with clients and industry peers.
• Maintain compliance with FCA regulations and internal processes, supported by a central admin team.

Skills & Experience:

• CeMAP (or equivalent) qualified, with strong experience in mortgage and protection advice.
• Knowledge of specialist or self-build mortgage products is beneficial, but not essential as full training is provided.
• Comfortable working independently in a client-facing environment with high footfall and varied enquiries.
• Excellent interpersonal and consultative skills, with a genuine passion for client care.
• Organised, proactive, and able to manage your time across appointments, events, and follow-up tasks.
• Understanding of protection products and ability to deliver needs-based advice.

How to Apply:
If this unique role sounds like your ideal next step, apply today or get in touch with Niche Recruitment for more information. We re happy to answer any questions and guide you through the process.