Mortgage & Protection Adviser: £30k Base, Uncapped Bonus Structure, Company Car
Franklyn is a dynamic and client-focused financial services firm, committed to delivering exceptional wealth management solutions while making a meaningful impact in the community. Through our renowned charity events—the Winter Waltz Gala Dinner and the Summer Swing Charity Shield Golf Day—we have raised over £1.88 million for incredible causes. We are also proud sponsors of Sale Sharks, Stoke City Football Club, Badminton England, and Happy Radio.
We are looking for a Mortgage & Protection Adviser to join our growing team and play a key role in helping clients secure the best mortgage and protection solutions available. With a strong pipeline of leads provided and full back-office support, this is a fantastic opportunity for a motivated adviser to thrive in a structured, estate agency-led environment.
The Role:
As a Mortgage & Protection Adviser, you will provide expert mortgage advice, guiding clients through the home-buying process while ensuring they have the necessary protection in place. Working closely with a prominent estate agency partner, you will benefit from a steady stream of warm leads and a supportive team environment that allows you to focus purely on advising clients.
Key Responsibilities:
* Provide expert mortgage and protection advice, ensuring clients receive tailored solutions that align with their financial goals.
* Manage leads effectively from multiple sources, including estate agency referrals and financial advisers.
* Conduct fact-finding meetings to assess clients' financial situations and recommend suitable mortgage and protection products.
* Work closely with estate agents, maintaining strong relationships to maximise business opportunities.
* Utilise a dedicated Mortgage Support Team, allowing you to focus on client engagement rather than administration.
* Stay up to date with industry changes and maintain full compliance with FCA regulations.
What We’re Looking For
* Fully CeMAP qualified (or equivalent).
* R01 & R05 qualifications or willingness to complete (paid for)
* 2+ years’ experience as a Mortgage & Protection Adviser, ideally within an estate agency environment held CAS within the last 6 months
* Proven track record of converting leads into completed mortgage and protection sales.
* Strong relationship-building skills, both with clients and professional partners.
* Self-motivated, proactive, and target-driven with a consultative approach.
* Excellent communication skills, with the ability to simplify complex financial concepts.
* Ability to work in a structured, fully office-based environment with some flexibility for client appointments.
Why Join Franklyn?
* Base salary of £30,000 DOE + uncapped commission (high earning potential).
* Leads provided by our estate agency partner and financial advisers.
* Electric company car.
* Dedicated Mortgage Support Team, meaning minimal admin and more client-facing time.
* Fully office-based role, ensuring full integration with estate agency partners.
* 29 days holiday inclusive of any bank holidays (increasing by 1 day per year, up to 34).
* Regular team events and a dynamic, collaborative working environment.
* Health & wellbeing fitness session every week.
* Access to your own financial adviser for support with your own financial planning.
* Career progression opportunities, including potential routes into wealth management.
This is an exciting opportunity for a driven Mortgage & Protection Adviser looking to take their career to the next level in a business that offers structured support, a strong lead source, and excellent earning potential.
Apply now to be part of Franklyn’s success story.