Mortgage & Protection Adviser

Mortgage & Protection Adviser

About Attivo:

Attivo are Lifestyle Financial Planners. 

We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest – an approach that builds trust with our clients and inspires their financial confidence. 

Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients lifestyle needs. 

Whether you’re a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams. 

About the role: 

We are looking for a Mortgage Adviser to join our established financial planning team in Cheltenham.

This is a great opportunity for a motivated mortgage professional who is looking to build their experience in a supportive, high-quality environment. You’ll work closely with our Mortgage Planner and Financial Planners, helping to deliver clear, compliant mortgage and protection advice to new and existing clients of Attivo.

You’ll be responsible for managing your own caseload with appropriate support, ensuring clients receive excellent service throughout their mortgage journey. You’ll also help maintain strong relationships with lenders, estate agents, and other third parties, always reflecting Attivo’s values and commitment to outstanding client care.

This is an employed position with a competitive base salary, bonus potential, and opportunities to develop your technical and advisory skills.

Based at our Cheltenham Head Office, you’ll work flexibly across a mix of office, home, and in-person client meetings around the Gloucestershire area. We support hybrid and flexible working through our policies.

About you:

You are an ambitious Mortgage Adviser who is ready to grow and develop within a leading financial planning firm. You take pride in delivering personal, trusted advice and value the opportunity to learn from experienced colleagues.

You’ll be organised, proactive, and comfortable managing a varied caseload under guidance. You enjoy working closely with others and contributing to a positive, client-centred team environment.

This role offers strong progression opportunities for someone who wants to continue developing their expertise and expand their responsibilities over time.

Key Responsibilities include: 

Providing clear, independent mortgage and protection advice tailored to each client’s needs.

Working closely with the Mortgage Planner and Financial Planners to deliver a seamless client experience.

Preparing thoroughly for client meetings and producing timely, compliant documentation.

Supporting clients through the mortgage application process from enquiry to completion.

Building positive relationships with clients, lenders, estate agents, and internal teams.

Keeping up to date with key market changes, lender criteria, and regulatory requirements.

Maintaining accurate records and ensuring all advice meets compliance standards.

Essential skills and experience 

CeMAP or CII Certificate in Mortgage Advice

Demonstrable experience in a similar role, including both mortgage and protection advice.

Excellent communication skills, with the ability to build rapport and explain complex information clearly. 

Strong commercial awareness and understanding of the UK mortgage market.

High attention to detail and strong organisational skills. 

Proficient in IT systems and confident working in a hybrid environment. 

Desirable skills and experience 

Certificate in Regulated Equity Release (CeRER) or equivalent 

Experience advising on equity release products

Protection qualification with current authorisation to advise 

Salary and benefits 

A competitive base salary, negotiable depending on qualification and experience, and an excellent bonus scheme.

Attivo also offers: 

Non-contributory Pension Scheme 

Private Medical Insurance 

Cashplan

Income Protection 

Critical Illness 

Death in Service 

Generous holiday allowance, rising with length of service 

Work from home and flexible working available 

Excellent culture, promoting employee wellbeing and engagement. 

Recruitment Policy
 
Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible.
Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA) . This may include but not limited to adverse financial history, criminal records, UK directorship and disqualifications check.
Attivo do not use recruitment agencies and we respectfully ask that agencies do not contact us in regard to posts advertised on this site.       

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