Mortgage & Protection Advisor


Location: Birmingham
Package:  Basic £40,000 + Commission
Industry: Residential Sales

Contract Type: Full Time / Perm



Experience Essential

Driving License Essential



A brilliant opportunity for a Mortgage & Protection Advisor who wants more than just leads and targets. This is a role for someone who enjoys building trust, giving clear advice, and helping clients move forward with confidence at one of the biggest moments in their lives.


You will be joining a well-established property business with a strong presence in the market, a supportive leadership team, and a steady flow of opportunities from an active sales operation. The environment is fast-moving, professional and collaborative, giving you the platform to grow your pipeline, strengthen client relationships and maximise your earnings.


This role would suit an advisor who is confident across the full customer journey, from first conversation through to recommendation and completion, and who enjoys delivering a polished, consultative service.



What you’ll be doing


You will take ownership of mortgage and protection enquiries, turning introductions into long-term client relationships and quality outcomes. Working closely with the wider property team, you will become a trusted expert for buyers who need straightforward guidance and a smooth experience.



Daily tasks


  • Speaking with clients to understand their mortgage and protection needs
  • Advising on suitable mortgage and insurance solutions in line with compliance standards
  • Managing cases from initial enquiry through to application and completion
  • Building strong relationships with buyers, vendors, negotiators and branch teams
  • Generating protection conversations as part of a full advice service
  • Keeping clients updated and making the process feel clear and well managed
  • Working closely with lenders, solicitors and other third parties to progress cases
  • Maintaining accurate records and ensuring all documentation is fully compliant
  • Converting warm introductions into completed business
  • Contributing to a positive, high-performance culture focused on service and results


What they’re looking for


  • Experience as a Mortgage & Protection Advisor, Mortgage Advisor or Mortgage Consultant
  • Strong knowledge of the mortgage and protection market
  • Confident communication skills and a consultative approach
  • Ability to build rapport quickly and earn client trust
  • Organised case management skills with strong attention to detail
  • A commercial mindset and a genuine desire to grow income
  • Comfortable working in a busy, target-driven property environment
  • CeMAP qualified or equivalent


Why this role stands out


  • Strong basic salary with commission on top
  • Established property pipeline and warm lead opportunities
  • Supportive, professional team culture
  • Genuine scope to build a high-performing desk
  • Birmingham-based opportunity with a respected local presence
  • A role where your advice, service and results will all be valued


For a Mortgage & Protection Advisor looking for a role with momentum, quality leads and the chance to make a real impact, this is well worth exploring.



How To Apply



At Windmill9 Consulting, we specialise in connecting talented professionals with outstanding opportunities in the property sector. If this sounds like your next challenge, get in touch with us today.


We invite you to apply by submitting your CV ensuring it is fully up to date detailing your relevant experience and achievements.


*Please note, this is a full-time office based position with occasional external appointments. Unfortunately we are unable to accept offers of part time or remote or hybrid working*


Windmill9 Consulting  is a specialist Business Advisory and Executive Search Consultancy for the Property Sector acting on behalf of the client.

All applications will be dealt with professionally and in the strictest of confidence.

We will contact suitable applicants for an initial screening to discuss your application and answer any questions you may have prior to submitting your application to the client.


Please ensure your CV is fully up to date before applying.


We review applications on an ongoing basis from the time that the role is advertised and will close the position as soon as we have found the right person, regardless of the closing date.

We would recommend that you apply for any role that you are interested in as soon as possible to avoid disappointment


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