Mortgage Broker and Protection Advisor

Company:  Penn Financial
Location: Greater London
Closing Date: 15/05/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description

Penn Group of Companies is a dynamic and innovative provider of professional services across legal, financial and accountancy fields, dedicated building relationships that last, and providing our loyal clients with bespoke services swiftly and efficiently. Our purpose is to remodel the provision of professional services and provide holistic client centric outcomes. Our focus is on creating comprehensive solutions to intricate challenges utilising the knowledge and skills within the Group. We prioritise the well-being of our Clients, their families, and their children at all times, while motivating our team to strive to reach their highest potential.

With a commitment to excellence, we are expanding our team and seeking a results-driven and experienced Mortgage Broker to contribute to our continued growth.

About you: You must be a fully CeMAP qualified Mortgage and Protection Advisor with a minimum of 3 years post-CeMAP and post CASS advising experience to be considered.

Required Knowledge, Skills and Qualifications:

  • Excellent interpersonal and presentation skills
  • Outstanding communication and listening skills, with the ability to explain complex information in a clear and simple format
  • Minimum of 3 years post-CeMAP and post-CASS provable customer-facing mortgage and protections sales experience
  • Good technical knowledge of FCA regulations
  • SMCR competent or no impediment to obtaining the same
  • Highly competent Microsoft Office user, including Excel, Word and Outlook.


  • Permanent full-time role with fantastic earning potential
  • Full-time dedicated paraplanner support staff member allocated to the successful candidate
  • Extensive induction & training coupled with an outstanding development program
  • Unrivalled opportunities for progression, promotion and personal development
  • Contributory workplace pension
  • Participation in the (discretionary) Group bonus scheme
  • IT equipment, stationery and full IT support provided

  • Your Career with the Penn Financial:

    As your career with us progresses and you demonstrate that you are delivering excellent customer outcomes and meeting your KPI's, you will become eligible for promotion to Associate Level Mortgage and Protection Adviser.

    Working Hours:

    Weekdays - 09.00 am to 17.30 pm

    Rewards Year One:

    Basic salary £40K p.a. gross (depending on skills and experience) with opportunities to obtain Group performance bonuses.

    Timeline: Immediate interviews, start date ASAP

    Please note that this is not a remote role.


    No Agencies!

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