Mortgage & Protection Adviser

The Role

A very exciting opportunity has arisen for a Mortgage and Protection Adviser to join the friendly Sales Team at Covertree – a lending and protection company with a difference.

We are looking for a Sales person with experience in offering Mortgages and Protection products. We pride ourselves on working very closely with the Providers, to make sure we understand the customer’s needs and give the right advice for each individual case.

Covertree’s Leadership team have over 30 years combined experience in the financial services sector and are incredibly passionate about doing what’s right for the customer. They have exciting plans for the future, which will set Covertree apart from all other advisory firms in the UK.

With a starting basic £27,500 – £32,500 pa (depending on experience), you will be working with professional, customer focused, like-minded individuals, with an uncapped commission structure and a realistic earning potential of £60K OTE.

We offer endless support, not just by management but also by our network.

The Role Includes:

This is a telephone-based role, but there is no cold calling. All leads are generated in-house.

The products you will be offering to customers include Mortgages, Income Protection, Life Insurance, Critical Illness Cover, Business Protection and Buildings/Contents cover.

You will be required to complete a thorough Fact Find with the client and present a recommendation on the appropriate plan, with a view to completing the sale.

You will follow up with the client and be responsible for ongoing account management, ensuring a high customer retention rate.

Being clear and transparent is paramount at all times.

We reward advisers who adhere to and achieve the highest of standards in terms of compliance, as set by the regulator (Financial Conduct Authority).

Free parking included – that’s right, free parking!

You will need:

Full Cemap qualification

A minimum of 2 years’ experience in offering Mortgages

A confident and friendly telephone manner.

A positive, can-do attitude.

Excellent listening skills.

A good sense of humour – we’re a friendly team and we’ll be spending a lot of time together!

What to do next?

If you would like the opportunity to be part of a dynamic team that are looking to pave the way for advisory firms in the future, then contact today with your CV and covering letter outlining why you would be suitable for this role.



Apply Now

To apply for the above position, please complete the form below and email your CV to For further information on any of the roles speak to us on 01483 930390.

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Mortgage Adviser
Protection Adviser