Mortgage & Protection Adviser

🏆 🎉 🏆 We're proud to announce we've won Advice firm of the year at the Money Marketing Awards 🏆 🎉 🏆 We’re seeking a talented and motivated Mortgage and Protection Adviser to join our team. As a key member of our department, you will play a pivotal role in assisting clients through their mortgage and protection journey by providing expert advice tailored to their needs and financial circumstances. About Octopus Money 🐙 We’re on a mission to become the most recommended financial services business in the UK 🐙 Money shapes every part of life.

Yet most people never get the support they need: Half of Brits reach retirement age without enough to live the life they want Financial stress is a leading cause of poor mental health Only 8% of people have access to 1-to-1 financial advice There’s no shortage of information. What people actually need is clarity, guidance and a plan that makes sense for them. That’s where we come in.

Octopus Money brings together financial planning, investment expertise and smart technology so people can understand their options and take action with confidence. We help people build a clear plan for their savings, investments and pensions and make investing simple with managed portfolios built by experts. We also support employers who want their teams to feel more secure and in control.

Some people need regulated advice. Others need coaching. Many need both at different points in life.

Our service adapts to what each person needs. We believe everyone deserves money support that works for real life. The role As Mortgage Protection Adviser, your day will involve: Successfully convert incoming residential and buy to let leads, complete repeat business and generate initial fee revenue from mortgage business Advise incoming leads on protection needs and help them secure coverage that is right for them Develop a collaborative productive relationship with other areas of the business to help grow the Mortgage and Protection department Consistently provide a high level of service to all customers to achieve customer goals and to ensure a seamless advice and application process is delivered, which results in positive customer outcomes Maintain both knowledge and competency of the full range of mortgage and protection products offered to new and existing customers ensuring that the best customer outcomes are achieved.

Requirements

Be proactive with improving existing procedures and introducing new procedures to ensure the Mortgage and Protection department is running as efficiently as possible You’ll work closely with the Financial Planning and Wealth Planning teams, helping us drive great client outcomes. Work hours Please note, based on customer demand for out of hours mortgage and protection applications you could be required to offer evening sessions once per week. The working pattern would be agreed in discussion with you, these evening working sessions would finish by 7pm.

In this role, success will be measured by: Driving mortgage and protection revenue growth by converting incoming leads, generating repeat business, and maximising initial fee income through efficient case management and strong client relationships.

are consistently met. Strengthening collaboration, capability, and operational efficiency by building productive cross-team relationships, maintaining up-to-date product and market knowledge, and proactively improving processes within the Mortgage and Protection department. We value people who: Make every conversation matter You care about how you make people feel.