Financial Advisor (Mortgage and Protection Advisor)

Location: England - North

Town / city: Chester

Job type: Accounting & Finance

Contract type: Permanent

Salary: Competitive

Title: Financial Advisor (Mortgage & Protection Advisor)

Location: Chester

Industry: Property/Estate agency

Contract Type: Permanent, Full time

Working Hours: Monday – Friday 9am – 17:30pm

Salary: Competitive


The successful candidate must be a fully qualified financial/mortgage advisor with experience working in a similar position within the property/estate agency industry. They must also be able to communicate effectively building strong business relationships, confident in driving sales and possess a strong work ethic.


Job Specification:


  • Work directly with the sales team managing referrals
  • Negotiate sales and generate new business
  • Discuss different lending options with buyers/clients
  • Consult with buyers managing expectations from start to end process via email, telephone etc.
  • Ensuring compliance at all times
  • Completion of mortgage applications
  • Recommendation of suitable protection products
  • General administrative duties/diary management




  • CeMap qualified 
  • Track record in generating sales
  • Full UK driving licence

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