MortgageandProtectionAdvisor Permanentposition BasedinGlasgowonsite Wearecurrentlyseekingamotivatedanddetail-oriented MortgageandProtectionAdvisor tojoinourclientsteam. AsaMortgageAdvisor,youllplayakeyroleinhelpingindividualsandfamiliesfindtherightmortgageandprotectionsolutionstailoredtotheirneeds.Youllguideclientsthroughtheprocessfrominitialenquirythroughtomortgageoffer,workingcloselywithlendersandotherkeypartners. KeyResponsibilities Delivertailoredmortgageandprotectionadvicebasedonclientsfinancialsituationsandgoals. Handleenquiriesthroughvariouschannels:phone,email,video,andin-person. Maintaindetailedandcompliantclientrecordsthroughoutthemortgagejourney. Recommendsuitableproductsfromacomprehensiveorwhole-of-marketrange. Liaisewithlenders,underwriters,estateagents,andsolicitorstoprogresscasessmoothly. Keepup-to-datewithcurrentmortgagerates,lendingcriteria,andregulatoryupdates. Workproactivelyduringboth6-dayand4-dayworkingweeks,includingSaturdays. Requirements CeMAP(orequivalent) qualificationessential. Experienceinadvisingonmortgagesandprotectionproductspreferred. Confidentcommunicatorwithacustomer-firstmindset. Organised,self-motivated,andcapableofmanagingabusycasepipeline. Comfortableworkingona rotatingschedule thatincludesweekends. Proficientinusingmortgagesourcingtools,CRMsystems,anddigitalcommunicationplatforms.