At a Glance
- Tasks: Help clients find the perfect mortgage and protection solutions tailored to their needs.
- Company: Join a dynamic team in Glasgow dedicated to providing top-notch mortgage advice.
- Benefits: Enjoy a permanent position with opportunities for growth and a supportive work environment.
- Why this job: Make a real impact by guiding families through their financial journeys in a rewarding role.
- Qualifications: CeMAP qualification is essential; experience in mortgages is preferred but not mandatory.
- Other info: Flexible working hours, including weekends, to suit your lifestyle.
The predicted salary is between 36000 - 60000 £ per year.
We are currently seeking a motivated and detail-oriented Mortgage and Protection Advisor to join our clients team. As a Mortgage Advisor, you’ll play a key role in helping individuals and families find the right mortgage and protection solutions tailored to their needs. You’ll guide clients through the process from initial enquiry through to mortgage offer, working closely with lenders and other key partners.
Key Responsibilities
- Deliver tailored mortgage and protection advice based on clients’ financial situations and goals.
- Handle enquiries through various channels: phone, email, video, and in-person.
- Maintain detailed and compliant client records throughout the mortgage journey.
- Recommend suitable products from a comprehensive or whole-of-market range.
- Liaise with lenders, underwriters, estate agents, and solicitors to progress cases smoothly.
- Keep up-to-date with current mortgage rates, lending criteria, and regulatory updates.
- Work proactively during both 6-day and 4-day working weeks, including Saturdays.
Requirements
- CeMAP (or equivalent) qualification – essential.
- Experience in advising on mortgages and protection products – preferred.
- Confident communicator with a customer-first mindset.
- Organised, self-motivated, and capable of managing a busy case pipeline.
- Comfortable working on a rotating schedule that includes weekends.
- Proficient in using mortgage sourcing tools, CRM systems, and digital communication platforms.
Mortgage Broker employer: Vanloq
Contact Detail:
Vanloq Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Broker
✨Tip Number 1
Familiarise yourself with the latest mortgage products and protection solutions available in the market. This knowledge will not only boost your confidence during interviews but also demonstrate your commitment to providing tailored advice to clients.
✨Tip Number 2
Network with professionals in the mortgage industry, such as lenders, estate agents, and other advisors. Building these connections can provide you with valuable insights and potentially lead to referrals or job opportunities.
✨Tip Number 3
Practice your communication skills, especially in explaining complex mortgage concepts in simple terms. Role-playing scenarios with friends or family can help you articulate your thoughts clearly and confidently during interviews.
✨Tip Number 4
Stay updated on regulatory changes and current mortgage rates. Being knowledgeable about the latest trends will not only impress potential employers but also prepare you for the dynamic nature of the role.
We think you need these skills to ace Mortgage Broker
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Mortgage and Protection Advisor. Tailor your application to highlight how your skills and experiences align with these key responsibilities.
Highlight Relevant Qualifications: Ensure your CV prominently features your CeMAP (or equivalent) qualification. If you have experience in advising on mortgages and protection products, be sure to detail this in your application.
Showcase Communication Skills: As a confident communicator is essential for this role, include examples in your cover letter that demonstrate your customer-first mindset and ability to handle enquiries through various channels.
Detail Your Organisational Skills: Since the role requires managing a busy case pipeline, provide specific examples in your application that showcase your organisational skills and ability to maintain detailed and compliant client records.
How to prepare for a job interview at Vanloq
✨Know Your Mortgage Products
Familiarise yourself with a range of mortgage and protection products before the interview. Be prepared to discuss how different products can meet various client needs, as this will demonstrate your expertise and understanding of the market.
✨Showcase Your Communication Skills
As a Mortgage Broker, effective communication is key. Practice articulating complex financial concepts in simple terms. During the interview, highlight your experience in handling enquiries through different channels and how you ensure a customer-first approach.
✨Demonstrate Organisational Skills
Be ready to discuss how you manage a busy case pipeline. Share specific examples of how you keep detailed and compliant client records, and how you prioritise tasks to ensure smooth progress through the mortgage journey.
✨Stay Updated on Industry Trends
Research current mortgage rates, lending criteria, and any recent regulatory changes. Showing that you are proactive about staying informed will impress your interviewers and indicate that you are committed to providing the best advice to clients.