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Relationship-Led Mortgage & Protection Adviser

Southampton / Hythe / New Forest (Flexible Options)

AR Recruitment has been instructed by a **highly respected, owner-managed mortgage brokerage** to find a relationship-focused Mortgage & Protection Adviser to service surging local client demand across Southampton, Hythe, and the New Forest.

If you are tired of high-volume, call-centre sales metrics and want to pivot to an environment that genuinely prioritizes high-quality, face-to-face client advice and long-term relationships, this firm offers the perfect cultural alignment.

The Practice Culture & Environment

Operating within an owner-managed setup, you will benefit from a collaborative mentoring culture rather than detached corporate KPIs. The firm enjoys a superb regional reputation, creating consistent organic client demand from local face-to-face introductions and professional networks.

To ensure smooth business transition and integration, the firm is prepared to offer **flexible structures (employed or self-employed)** along with potential initial income support or retainers for the right professional.

What this Opportunity Offers

  • Flexible Employment Tracks: Tailored employed or self-employed setups to match how you want to work.
  • Financial Security Support: Practical retainer or income support paths are negotiable during your initial integration phase.
  • Mentoring & Development: Direct access to an experienced business principal offering supportive case-packaging advice.
  • Strong Local Demand: Tap into an active, localized workflow across the Hampshire and New Forest regions.

Required Qualifications & Experience

We are looking for an approachable, technically sound adviser who prides themselves on clear communication and outstanding client satisfaction scores.

  • Full CeMAP qualification (or equivalent recognized UK standard).
  • Proven track record track managing compliant UK mortgage advice processes.
  • Strong interpersonal skills with a natural comfort handling face-to-face advisory sessions.
  • A client-first mindset looking to thrive outside of high-pressure, transactional sales environments.

Role Overview

Salary Package Flexible / Retainer & Support Possible
Location Type Southampton / Hythe / New Forest
Employment Type Employed or Self-Employed Track
Core Mandate CeMAP & Face-to-Face Advisory Exp.
Key Specialty Client Relationships, Owner-Managed Support