Mortgage & Protection Adviser

Attivo Group

Cheltenham, United Kingdom
Competitive base salary; excellent bonus scheme; n...
Hybrid
Cemap or cii certificate in mortgage advice
Experience in mortgage and protection advice
Strong communication and rapport building skills
Attivo Group is seeking a Mortgage & Protection Adviser to join their financial planning team in Cheltenham. The ideal candidate will be an ambitious mortgage professional who values client relationships and is eager to develop their skills in a supportive environment

Job Summary

  • The role involves providing clear, independent mortgage and protection advice tailored to each client's lifestyle needs.
  • Attivo Group offers a competitive base salary, bonus potential, and a comprehensive benefits package including private medical insurance.
  • This is an employed position based in Cheltenham with flexible working options across office, home, and client meetings.

Matching Summary

Match Score: 85

Attivo Group is seeking a Mortgage & Protection Adviser to join their financial planning team in Cheltenham. The ideal candidate will be an ambitious mortgage professional who values client relationships and is eager to develop their skills in a supportive environment.

Salary

Competitive base salary; Excellent bonus scheme; Non-contributory pension, private medical insurance, cashplan

Skills & Requirements

Must-have

  • CeMAP or CII Certificate in Mortgage Advice
  • Experience in mortgage and protection advice
  • Strong communication and rapport building skills
  • High attention to detail and organizational skills
  • Proficiency in IT systems for hybrid work

Nice-to-have

  • Certificate in Regulated Equity Release (CeRER)
  • Experience advising on equity release products
  • Current authorization to advise on protection products
  • Ambitious attitude ready to grow within a firm
  • Ability to work flexibly across office and home

Key Requirements

  • CeMAP or CII Certificate in Mortgage Advice required
  • Demonstrable experience in mortgage and protection advice
  • FCA compliance and regulatory knowledge required
  • Protection qualification with current authorisation desirable

Work Rights

Not specified

Tailored Resume

Cover Letter