Empathetic, client-focused CeMAP-qualified Mortgage & Protection Adviser
Send a job offer directly to this candidate
Empathetic, client-focused CeMAP-qualified Mortgage & Protection Adviser with almost five years of advisory experience and nearly a decade in financial services. I have deliberately chosen to specialise in protection because I find the greatest satisfaction in helping individuals and families safeguard what matters most. My background spans mortgage administration, mortgage and protection advice, and supporting Financial Advisers within a St.
James's Place Partner Practice, giving me a broad understanding of the entire client journey. Known for building trust quickly, explaining complex subjects in plain English and delivering advice with warmth, professionalism and integrity. Currently studying towards the CII R05 Financial Protection qualification with the long-term ambition of becoming a recognised Protection Specialist.
Practice Support Specialist - St. James's Place Partner Practice
(2026-01)
Supporting Financial Advisers with ongoing client servicing, review preparation, provider illustrations, Letters of Authority, CRM management and compliant documentation while broadening technical knowledge across protection and wider financial planning.
Mortgage and Protection Adviser - Aspire Financial Services Ltd
(2025-01 - 2026-01)
Provided regulated mortgage and protection advice, completed detailed fact-finds, recommended appropriate protection solutions, managed cases from enquiry to completion and developed lasting client relationships that generated repeat business and referrals. Returned to Aspire Financial Services as a self-employed Mortgage Adviser following the opportunity to progress towards a shareholder/director position. Provided advice on residential mortgages, buy-to-let mortgages and protection planning.
Following a change in the director's personal circumstances, the proposed shareholder/director opportunity was no longer available, leading me to explore new opportunities aligned with my long-term career goals where I was approached by SJP.
Mortgage & Protection Adviser - Embrace Financial Services
(2024-10 - 2025-12)
Worked as a Mortgage Adviser within a larger advisory business, initially on a self-employed basis before moving into an employed role. This enabled me to further develop my advisory experience, broaden my client proposition and continue delivering mortgage and protection advice within a structured environment.
Trainee Mortgage Adviser / Mortgage & Protection Adviser - Aspire Financial Services
(2023-01 - 2024-12)
Whilst employed by Embrace Financial Services as a Customer Services Executive, I began developing my advisory career with Aspire Financial Services on a self-employed basis. This allowed me to gain practical experience delivering regulated mortgage and protection advice while transitioning from an administrative role into a fully qualified Mortgage Adviser.
Customer Services Executive - Embrace Financial Services
(2021-01 - 2022-12)
Supported advisers and clients throughout the mortgage process, managing client communication, lender liaison, compliance and case progression. During this time I successfully completed my CeMAP qualification (November 2022) and developed the technical knowledge and practical experience that prepared me for an advisory career.
Administrative Assistant - Rachel Britch
(2022-01 - 2022-03)
Accepted a short-term administrative position before returning to financial services, maintaining employment while securing the right opportunity to continue my career within the mortgage industry.
Branding and Marketing Assistant - Triad UK Limited
(2022-01 - 2022-03)
Following maternity leave, accepted a flexible part-time role whilst my son settled into pre-school. Supported branding and marketing activities before returning to the financial services industry to continue my long-term career in mortgage and protection advice.
Case Manager - Opal Financials Limited
(2020-01 - 2021-05)
Case Manager role, taking responsibility for progressing mortgage applications from submission through to completion. Worked closely with clients, lenders, solicitors and advisers to ensure a smooth customer journey while maintaining high compliance standards.
BA Honours - Education - Manchester University
CeMAP 1, 2 & 3 Qualification (2022-11)
R05 - Financial Protection - Financial Protection - Chartered Insurance Institute (CII)
