Mortgage and Protection Adviser in Carlisle

Job description

Are you an experienced and qualified Mortgage and Protection Adviser looking for an employed opportunity?

Would you like to work for a company that offers a fantastic employed package and provides flexible hybrid options?

As part of our team, you’ll have the freedom and support to grow, both in your career and personally; you'll be able to take ownership of your development with access to ongoing coaching and mentoring from industry experts. You will be part of a close-knit, values-driven culture that celebrates shared success. On a day-to-day basis you'll provide our clients with advice that creates real, long-term impact.

You’ll have the flexibility to work remotely, hybrid, or from our Carlisle head office, with monthly visits if you’re remote.

The benefits:

• Salary - £30,000 – £40,000 (dependent on experience) + bonus opportunities.
• 23 days holiday + bank holidays, Christmas shutdown, and your birthday off.
• Company pension & cycle-to-work scheme.
• Death in service benefit (4x salary).
• Full admin support so you can focus on advice, not paperwork.
• Regular 1-to-1 development with our Head of Advice.
• Access to our refill room.
• A collaborative team environment that celebrates different strengths.
• We support our people with everything they need to succeed, including personal and career growth, recognition and a great team.

Your responsibilities will include:

• Delivering holistic mortgage and protection advice tailored to each client’s goals and risks.
• Converting warm leads into lasting relationships built on trust and integrity.
• Work collaboratively with our Business Support Team to ensure flawless delivery.
• Staying active in marketing campaigns and social media to generate visibility and leads.
• Maintain high standards of compliance with The Openwork Partnership and SSA.
• Proactively engage with existing clients and ensure long-term financial wellbeing.
• If you're working remotely, you need to be willing to travel to Carlisle once a month.

What will you need to succeed:

• You must be a qualified adviser (with CeMAP or equivalent) and have experience in mortgage and protection advice.
• You will be motivated, experienced, and committed to excellence in service – you’re ready to hit the ground running and make an immediate impact.
• Trust is a non-negotiable for you.
• You believe in the importance of holistic advice. You know protection is not optional, it’s essential and you communicate that clearly.
• You’re accountable, results-focused, and never make excuses.
• You thrive in a culture of continuous improvement and shared success.
• You’re a confident communicator, both in person and virtually.

About the firm

At Stan Sherlock Associates (SSA), our mission is to create a legacy of financial wellbeing for generations to come. Client success is at the core of what we do. We listen, advise and believe in results not promises. As we strive to create lifelong financial success for anyone who chooses us, we expect our advisers to work with integrity, care and ownership. With more than 35 years in business and thousands of happy clients, our reputation is built on action and client success.

Stan Sherlock Associates is part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees so is somewhat of a democracy. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.

Extra information

Status

Open

Education Level

Secondary School

Location

Carlisle

Type of Contract

Part-time jobs

Published at

01-09-2025

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English