Mortgage and Protection Advisor

Overview

Advise clients on mortgages and protection, manage portfolio, generate new business.

Key Responsibilities

• complex cases
• report creation
• client analysis
• portfolio management
• business development
• market research

Tasks

-Dealing with complex cases, creating reports to accurately articulate the advice provided. -Completing full analysis of the client's needs -Responsibility for servicing own (existing portfolio provided) and sourcing new areas of business -Undertaking product and market research

Requirements

• mortgage advisor
• protection
• customer management
• relationship management
• level 3
• cemap

What You Bring

-Demonstrable experience in mortgage advisor role - with proven protection skills and knowledge -Excellent customer management skills -Excellent relationship management skills -Full level 3 mortgage qualification (full CEMAP or equivalent)

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Benefits

This is a brand new, full-time permanent position offering hybrid working, genuine professional progression and excellent overall package. -25 days holidays + stats -Huge long-term career progression opportunities -Excellent earning potential with generous commission scheme -Employer pension scheme -Full case handling support -Substantial existing client base with huge influx of referral business

About Mcs Group Consultancy

-Grew from a small start‑up into a global recruitment partner, expanding across the UK, Ireland, US and Europe. -Handles a diverse portfolio of projects—from sourcing top IT talent to engineering and finance specialists for multinational firms. -Focuses on technical & engineering, IT & digital, accountancy & financial services, sales & marketing, and HR & legal sectors. -Operates a boutique, founder‑led model that adapts to client needs with agility and deep industry insight. -Delivers tailored recruitment solutions for sectors like software development, engineering, finance and corporate services. -Known for a reputation built on personalized service, hands‑on leadership and a willingness to tackle tough talent challenges. -Unusual for a recruitment firm, it maintains a strong ethical stance, often directly mentoring candidates and clients alike. -Regularly pioneers new recruitment approaches, blending traditional headhunting with consultative strategy and regional expertise. -Continues to carve a niche by balancing ambitious growth with a personalised, relationship‑driven approach.

Sector Specialisms