Mortgage and Protection Advisor

Mortgage and Protection Advisor

Gateshead Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Help clients navigate mortgage options and provide protection advice.
  • Company: Join a rapidly growing national financial planning firm.
  • Benefits: Enjoy a home-based role with a steady stream of leads.
  • Why this job: Make a real impact by helping clients secure their financial future.
  • Qualifications: No prior experience needed; just a passion for finance and helping others.
  • Other info: Work with affluent clients and develop your advisory skills.

The predicted salary is between 36000 - 60000 £ per year.

Job Description

This employed, home based Mortgage & Protection Advisor job is within a national financial planning firm that is growing at a healthy pace

As a Mortgage & Protection Advisor within this national IFA firm, you will benefit from a regular flow of mortgage leads for you to service, often with affluent clients.

Our client is passionate about ensuring their mortgage clients receive advice on protection p…

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Mortgage and Protection Advisor employer: Premier Jobs UK Limited

As a Mortgage and Protection Advisor with our national financial planning firm, you will thrive in a supportive home-based environment that prioritizes your professional growth. Enjoy a steady stream of affluent mortgage leads while being part of a passionate team dedicated to providing exceptional client service and protection advice. With a strong emphasis on employee development and a culture that values collaboration, this role offers a rewarding opportunity to make a meaningful impact in clients' lives.
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Contact Detail:

Premier Jobs UK Limited Recruiting Team

StudySmarter Expert Advice 🤫

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

Tip Number 1

Network with professionals in the financial services industry. Attend local events or join online forums where you can connect with other Mortgage and Protection Advisors. This can help you gain insights into the role and potentially lead to referrals.

Tip Number 2

Stay updated on the latest mortgage products and protection policies. Being knowledgeable about current trends will not only boost your confidence but also impress potential employers during discussions.

Tip Number 3

Consider obtaining additional certifications related to mortgage advice and protection. This demonstrates your commitment to professional development and can set you apart from other candidates.

Tip Number 4

Prepare for interviews by practicing common questions specific to mortgage advising. Think about scenarios where you've successfully helped clients and be ready to share those experiences.

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

Mortgage Knowledge
Protection Insurance Expertise
Client Relationship Management
Financial Planning Skills
Sales Skills
Communication Skills
Negotiation Skills
Attention to Detail
Regulatory Knowledge
Analytical Skills
Problem-Solving Skills
Time Management
Adaptability
Customer Service Orientation

Some tips for your application 🫡

Understand the Role: Take the time to thoroughly read the job description for the Mortgage and Protection Advisor position. Understand the key responsibilities and the skills required, so you can tailor your application accordingly.

Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in mortgage advising or financial planning. Use specific examples that demonstrate your ability to work with affluent clients and provide tailored advice.

Showcase Your Skills: Make sure to highlight your communication and interpersonal skills, as these are crucial for a Mortgage and Protection Advisor. Mention any relevant qualifications or certifications that support your expertise in this field.

Craft a Compelling Cover Letter: Write a personalized cover letter that reflects your passion for the role and the company. Explain why you are a great fit for the position and how you can contribute to the firm's growth and success.

How to prepare for a job interview at Premier Jobs UK Limited

Know Your Mortgage Products

Make sure you have a solid understanding of various mortgage products and protection plans. Be prepared to discuss how different options can benefit clients, especially affluent ones.

Demonstrate Client-Centric Approach

Showcase your ability to prioritize client needs and provide tailored advice. Use examples from your past experiences where you successfully met client expectations.

Stay Updated on Market Trends

Research current trends in the mortgage and protection market. Being knowledgeable about recent changes will demonstrate your commitment to providing the best advice.

Prepare Questions for the Interviewer

Think of insightful questions to ask during the interview. This shows your interest in the role and helps you understand how the firm supports its advisors.

Mortgage and Protection Advisor
Premier Jobs UK Limited
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