Home > Jobs > Mortgage & Protection Adviser | HNW Clients | Cheltenham & Stratford upon Avon

Mortgage & Protection Adviser | HNW Clients | Cheltenham & Stratford upon Avon

Location: Cheltenham
Salary: £40,000 per year
Status: PERMANENT
Job Reference: 32308

Job Description

Mortgage & Protection Adviser | HNW Clients | Cheltenham & Stratford-upon-Avon

Hybrid | 3 Days in Office, 2 Days WFH | Up to £40,000 + Uncapped Commission + Benefits | OTE £50k+ Year 1, £70k–£80k+ Year 2

 

Are you a CeMAP-qualified Mortgage Adviser with experience supporting high-net-worth clients in prime regional markets?

Join a specialist mortgage brokerage partnered with a network of prestigious estate agency offices across Cheltenham and Stratford-upon-Avon. You’ll provide tailored mortgage and protection advice to affluent buyers, investors, and complex clients.

Key Responsibilities:

  • Managing warm leads from premium estate agency introducers
  • Advising on residential, buy-to-let, and protection products
  • Navigating complex cases with professionalism and discretion
  • Building long-term relationships with clients and introducers

Ideal Candidate Profile:

  • CeMAP (or equivalent) qualification.
  • A minimum of 2 years’ experience within a Mortgage Adviser role.
  • Proven track record of mortgage advice and banked business
  • Experience with HNW or complex client profiles
  • Professional, proactive, and relationship-led approach

Package Highlights:

  • Up to £40,000 basic (including car allowance)
  • Uncapped commission with no threshold
  • Hybrid working: 3 days in-office, 2 days from home
  • Benefits include: Death in service, Pension scheme, 20 days holiday + bank holidays (rising by one day per year to 25 days), and more.
  • Additional quality and loyalty bonuses
  • Year 1 OTE: £50k+ Year 2 onwards: £70k–£80k+
  • Strong lead flow from high-performing estate agencies
  • Career development and progression support

If you’re ready to join a respected brokerage that values your expertise, delivers warm leads, and rewards your results, apply today and take the next step in your career.

 

Keywords: Mortgage Adviser Cheltenham, Mortgage Adviser Stratford-upon-Avon, HNW Mortgage Jobs, CeMAP, Estate Agency Leads, Protection Adviser, Hybrid Mortgage Role, Financial Services Careers, Mortgage Broker Jobs

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