Mortgage and Protection Advisor

Mortgage and Protection Advisor

London Full-Time 25000 - 40000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Provide independent mortgage and protection advice to clients, with warm leads provided.
  • Company: Join a successful, award-winning independent Mortgage and Protection Brokerage in London.
  • Benefits: Enjoy flexible working hours, competitive salary, uncapped commission, and employee benefits like pension and travel loans.
  • Why this job: Be part of a friendly team, receive support for career growth, and work with high-net-worth clients.
  • Qualifications: Must have mortgage advising experience and hold the full CeMAP qualification or equivalent.
  • Other info: Flexible contracts available; self-employed options can be arranged.

The predicted salary is between 25000 - 40000 £ per year.

Job Description

My client is a successful, award winning, Independent Mortgage and Protection Brokerage. The company's main focus is to provide the highest level of service and the best, most impartial advice available to its clientele. The firms clients are both UK and internationally based, they are often of a HNW nature.\\n\\nDue to business growth, the company are currently keen to recruit an additional employed Mortgage and Protection Advisor (handling Residential and BTL mortgage cases, plus associated Protection products) to join their established team based within their modern South West London office.

If the successful candidate would prefer to receive a self-employed contract rather than an employed contract, then this can also be agreed suitably.\\n\\nIn addition to the large existing base of established clients that the company have, they also gain numerous new client referrals/recommendations and enquiries each week that are introduced to the Advisor’s. In addition to this the company regularly gain additional new business as a result of their marketing campaigns.\\n\\nThe working hours within this position are Monday to Friday from 9:00am to 17:00pm, including a daily 1 hour lunch break. You will work in a great environment and within a successful team who work well within a friendly, productive culture.\\n\\nThe company will provide you with the opportunity to successfully develop your career further, allowing this to be a long term/career based opportunity.\\n\\nWithin this employed position, key role features include;\\n\\n * You would provide independent whole of the market mortgage advice and associated protection advice to clients.\\n\\n * Warm client leads will be regularly provided to you, with an excellent conversion rate.

In turn you are not required to have a client base of your own for this role. Although, if you do have a small existing client base of your own moving into this position then naturally it would be beneficial.\\n\\n * You will receive full, comprehensive administration support from an in-house, experienced administration team. Plus compliance support.

Allowing you to spend more time speaking with and meeting with clients. The administration support that you will receive includes; your mortgage and protection case’s being keyed/submitted on your behalf by the administration team, the team will also complete your suitability letters and then regularly liaise with your clients, the lenders, the solicitors and yourself, seeing your mortgage and protection cases through to their successful completion.\\n\\n * You will be provided with all required technology and office provisions. Plus the availability to both board and general meeting rooms within a South West London office to work from.\\n\\n * You will work within both a professional environment and in a successful, friendly and helpful team.\\n\\n * The company will support you with further career development opportunities in the future.\\n\\nKey candidate attributes:\\n\\n * Mortgage advising experience is essential.\\n\\n * In turn you must hold the full CeMAP qualification (or equivalent).\\n\\n * Excellent communication skills (both English written and verbal).\\n\\n * Strong organisation and time management skills.\\n\\n * The desire to continue to learn and develop within the role.\\n\\n * My client is keen to hire a candidate who is very client service focused, ambitious, driven/committed to succeeding, whilst also being a team player.\\n\\nThe successful candidate will receive a competitive starting annual basic salary of circa £35,000 which is negotiable based upon skill-set/role experience.

Plus an excellent uncapped, monthly commission structure earnt within the role. Leading to a first year annual OTE for experienced Advisor’s of circa £60,000-£70,000+ and then more year on year thereafter.\\n\\nPlus benefits which include, a pension scheme, 25 day’s annual leave per annum (plus an additional day’s leave is provided for each of your first 5 years of service at the company), a 1 month sabbatical after 5 years’ of service and team trips abroad.\\n\\nIf you are interested within this vacancy and if you believe that your experience/skill-set is well suited to the role then please do apply on-line.\\n\\nYour Mortgage Recruiter Ltd – A leading UK specialist recruiter in Mortgage Advice, Support, Underwriting, Compliance and BDM roles

Mortgage and Protection Advisor employer: Your Mortgage Recruiter

Join a prestigious and award-winning independent Mortgage and Protection Brokerage in South West London, where you will thrive in a supportive and professional environment. With a strong focus on employee growth, you will benefit from warm client leads, comprehensive administrative support, and opportunities for career advancement, including potential leadership roles. Enjoy a flexible work culture that accommodates personal commitments, alongside competitive remuneration and a range of employee benefits.
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Contact Detail:

Your Mortgage Recruiter Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage and Protection Advisor

✨Tip Number 1

Familiarise yourself with the latest mortgage products and market trends. Being knowledgeable about current offerings will not only boost your confidence during interviews but also demonstrate your commitment to providing the best advice to clients.

✨Tip Number 2

Network with other professionals in the mortgage and protection industry. Attend relevant events or join online forums to connect with others who can provide insights or even referrals that could help you stand out as a candidate.

✨Tip Number 3

Prepare to discuss your previous client interactions and how you've successfully handled various cases. Highlighting specific examples of your problem-solving skills and client service focus will resonate well with the hiring team.

✨Tip Number 4

Research the company’s values and culture. Understanding their approach to client service and teamwork will allow you to tailor your responses during discussions, showing that you are a great fit for their established team.

We think you need these skills to ace Mortgage and Protection Advisor

CeMAP qualification (or equivalent)
Mortgage Advising Experience
Excellent Communication Skills
Client Service Focus
Strong Organisation Skills
Time Management Skills
Team Player
Ambition and Drive
Problem-Solving Skills
Knowledge of Residential and BTL Cases
Ability to Work Independently and as Part of a Team
Understanding of Compliance and Regulatory Requirements
Sales Skills
Networking Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your mortgage advising experience and includes your CeMAP qualification. Emphasise any relevant skills such as communication, organisation, and client service focus.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention specific reasons why you want to join this independent brokerage and how your experience aligns with their values.

Highlight Relevant Experience: In your application, detail your previous roles in mortgage advising, particularly any experience with residential and BTL cases. Use metrics or examples to demonstrate your success in converting leads into clients.

Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which is crucial in the financial sector.

How to prepare for a job interview at Your Mortgage Recruiter

✨Know Your Stuff

Make sure you have a solid understanding of mortgage products and protection advice. Brush up on the latest market trends and regulations, as well as the specifics of the CeMAP qualification. This will show your expertise and confidence during the interview.

✨Demonstrate Client Focus

Since the role emphasises client service, prepare examples of how you've successfully managed client relationships in the past. Highlight your ability to provide impartial advice and how you’ve gone above and beyond for clients.

✨Showcase Team Spirit

The company values teamwork, so be ready to discuss your experiences working collaboratively with others. Share instances where you contributed to a team’s success or supported colleagues, which will demonstrate that you’re a team player.

✨Ask Insightful Questions

Prepare thoughtful questions about the company culture, career development opportunities, and how they support their advisors. This not only shows your interest in the role but also helps you assess if the company is the right fit for you.

Mortgage and Protection Advisor
Your Mortgage Recruiter
Location: London

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