Mortgage & Protection Adviser (Self-Employed)

Overview of the Role

Are you passionate about helping clients find and secure the most appropriate mortgage and protection arrangements? Does the idea of working for a leading Mortgage Broker spark joy?

If you’re nodding along, we might just have the perfect role for you. At Delta Mortgages, we believe mortgages should be simple, not stressful—and the same goes for your career. If you love working closely with clients, enjoy working in a supportive, expert team, and want to be part of a company that genuinely values its people, keep reading.

Helping you fly high with your keys for your new shared ownership property

The Opportunity

At Delta Mortgages, we believe that the best service comes from a team that is knowledgeable, empowered, and engaged. In your role, you are not just fulfilling a set of tasks—you are helping clients achieve their homeownership goals while contributing to a high-performing, collaborative team.

In the role, you will:

Provide expert advice and support to clients, guiding them through the mortgage process with clarity and confidence.
Manage and process mortgage applications from initial enquiry to completion.
Ensure all activities comply with FCA regulations and internal policies.
Maintain accurate and up-to-date records in company systems for audit and compliance purposes.
Work closely with lenders, solicitors, and other stakeholders to ensure a seamless client journey.
Identify opportunities to improve efficiency and contribute to team success.

Deliverables

You’ll be responsible for:

A comprehensive analysis of the client's financial situation, including income, expenses, credit history, and financial goals.
Personalised advice on suitable mortgage options, considering the client's specific needs and circumstances.
Clear explanations of different mortgage products, interest rates, and repayment terms.
Research and comparison of mortgage products from various lenders.
Identification of the most competitive interest rates and favorable terms available to the client.
Presentation of suitable mortgage options to the client.
Prompt responses to client inquiries and concerns.

Basically, you’ll be doing what you do best, but with a team that has your back.

About You

We’re looking for someone who has the following:

Experience

Certificate in Mortgage Advice and Practice (CeMAP).
A solid understanding of relevant mortgage products and regulatory requirements.
Previous experience in a regulated financial services environment.
At least two years of experience in a similar role.
Desirable: Certificate in Equity Release.
Desirable: Exam or Certification in Protection Planning.

Critical Competencies

Strong communication skills, with the ability to engage confidently with clients and stakeholders.
Excellent organisational skills—able to manage multiple priorities and deadlines effectively.
Comfortable working both independently and as part of a team.
Proficient in Microsoft Office and financial services software.
A strong sense of commercial awareness and the ability to identify opportunities to support business growth.

Fancy having a cuppa with a mortgage broker in Dorset?

Our Story

At Delta Mortgages, we do things differently.

We’re a people-first mortgage broker based in Bournemouth, helping clients make sense of mortgages with advice that’s clear, simple, and stress-free. But we don’t just deal with numbers—we work with people, and that makes all the difference.

When you join Delta Mortgages, you’re not just taking a job—you’re joining a team that genuinely cares.

So, what do we stand for?

Always here for a cuppa with a mortgage broker in Hampshire

Empathy

We understand that mortgages aren’t just about money—they’re about homes, families, and futures. That’s why we listen first and advise second, always putting clients at the heart of what we do.

Curiosity

We never settle for ‘good enough.’ Whether it’s exploring better solutions for clients or finding smarter ways to work, we ask questions, dig deeper, and keep improving.

Integrity

Trust is everything in our industry, and we take that responsibility seriously. We’re honest, transparent, and always act in our clients’ best interests—even if it means taking the long way round to get things right.

Passion

We genuinely love what we do. From securing great mortgage deals to celebrating our clients’ milestones, we bring enthusiasm, energy, and a people-first approach to everything we do.

Expertise

We’re a team of knowledgeable, experienced professionals who simplify the complex and guide clients with confidence. Mortgages may be intricate, but we make them feel effortless.

Other Important Bits*

All functions in this role must comply with the Financial Services and Markets Act 2000 and the relevant FCA rules at all times and adhere to laid-down operating procedures and to the set service level standards for both internal and external clients. Ensuring that company systems and databases are kept up to date for audit purposes.

*(There, that’s our serious and important information voice out the way.) 😉

Luke Atkinson - Mortgage Broker Bournemouth - Delta Mortgages

Ready To Talk?

Sound like the kind of place where you’d thrive? We’d love to have you on board.

And let’s be honest, sometimes the best opportunities come when you least expect them. So if this feels like the perfect next step, then please send your CV and a compelling cover email to Managing Director, Luke Atkinson, at luke.atkinson@deltamortgages.co.uk or drop Luke a message below—we’d love to chat!

Have a chat with Luke