Mortgage and Protection Specialist

Company Description HD Mortgages is a UK-based Mortgage and Protection Advice service offering guidance on a wide range of products. The company supports clients with both residential and investment mortgage needs across the UK, ensuring tailored advice for diverse financial situations. HD Mortgages focuses on clear, transparent recommendations that help clients make informed decisions about their borrowing and protection options. The team values professionalism, client care, and long-term relationships built on trust. Joining HD Mortgages means contributing to a service-oriented environment with a strong focus on financial wellbeing and responsible lending. Role Description The Mortgage and Protection Specialist is a full-time Self Employed role based in Southampton with a hybrid work arrangement, combining office presence with some work-from-home flexibility. In this role, the specialist will provide mortgage and protection advice to clients, assess individual financial circumstances, and recommend suitable residential and investment products. Day-to-day tasks include conducting client consultations, gathering and analyzing financial information, preparing mortgage and protection proposals, and managing applications through to completion. The specialist will maintain regular communication with clients, lenders, and other stakeholders to ensure smooth processing and timely updates. The role also involves staying current with market trends, regulatory requirements, and lender criteria, while contributing to business development and maintaining high standards of customer service. Qualifications

• Candidates should possess strong knowledge of Mortgages and Mortgage Lending, including residential and investment products.
• Candidates should possess skills in Finance, with the ability to interpret financial information and provide sound, compliant advice.
• Candidates should possess experience in Mortgage Marketing, including the ability to support client acquisition and communicate services effectively.
• Candidates should possess excellent Customer Service skills, with a focus on building relationships, managing expectations, and delivering clear communication.
• Candidates should ideally hold relevant mortgage and protection advisory qualifications (e.g., CeMAP or equivalent) and have experience in UK mortgage markets.
• Candidates should demonstrate strong attention to detail, ethical conduct, and familiarity with regulatory standards and compliance practices.
• Candidates should be comfortable working in a hybrid environment, managing time effectively, and collaborating with team members both in-person and remotely.