Company Overview
Join one of the UK’s fastest-growing, tech-enabled advice firms redefining how financial guidance is delivered. This innovative, scale-up environment places human advice at the heart of everything it does, supported by leading-edge technology that streamlines admin and elevates the adviser-client relationship.
Backed by a team of passionate professionals, this firm is transforming mortgage and protection advice – making it smarter, faster, and more accessible. With a bold mission to improve customer outcomes while building an inclusive, values-driven culture, this is a workplace for advisers ready to break new ground.
Responsibilities
*Deliver high-quality, whole-of-market mortgage and protection advice via virtual consultations, tailored to diverse client needs.
*Build and nurture trusted relationships while providing a best-in-class end-to-end client experience.
*Liaise closely with the Mortgage Support Team to ensure seamless application processing.
*Maintain and expand your own network of introducers and referrers, contributing to business development efforts.
*Identify new opportunities and feed into the strategic growth of the mortgage and protection proposition.
*Stay abreast of market trends and regulatory changes to ensure compliance and continued professional excellence.
Requirements
Essential:
*CeMAP or equivalent UK-recognised mortgage advice qualification.
*3+ years of experience in whole-of-market mortgage advice, preferably in a wealth management or IFA setting.
*Proven success in managing complex cases and delivering excellent customer outcomes.
*Strong understanding of mortgage products, affordability calculations, and lender criteria.
*Confident communicator, with a consultative, client-first approach.
*Self-motivated, adaptable, and proactive in solving problems and delivering results.
Desirable:
*Qualification and experience in protection advice (e.g. R05 or equivalent).
*Exposure to fast-paced, high-growth environments or early-stage firms.
*Experience presenting webinars, workshops, or client education sessions.
*Familiarity with tools such as CRM systems, digital fact finds, and sourcing platforms.
Benefits
*Base Salary: £50,000 – £60,000 depending on experience
*Total Compensation: OTE £60,000 – £90,000 (includes bonus scheme)
*Work Style: Hybrid working with 2–3 days per week in the central London office (Farringdon)
*Discretionary equity potential as the company scales
*5% employer pension contribution
*Private medical insurance, income protection, and death-in-service cover
*Access to mental health support and wellness platforms
*Budget for exams, CPD, and personal development
*Cycle to Work Scheme and electric vehicle leasing
*Open, diverse, and collaborative workplace culture
How to Apply
If you’re a confident mortgage adviser seeking the next step in your career — where tech meets talent — apply now to join a business built on purpose, performance, and people. We welcome applications from all backgrounds and are committed to fostering an inclusive hiring process.