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- Tasks: Help clients with mortgage and protection advice, mainly via video or phone.
- Company: Join a growing IFA firm known for its inclusive culture and client-focused approach.
- Benefits: Earn up to £40,000 plus bonuses, with great perks like health plans and remote work options.
- Why this job: Be part of a friendly team that values wellbeing and offers a holistic service to clients.
- Qualifications: Must be a qualified Mortgage Advisor with 3+ years of experience in mortgage and protection advice.
- Other info: Home-based role with occasional office visits in Newcastle; flexible attendance discussed at interview.
The predicted salary is between 24000 - 40000 £ per year.
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 products to provide a holistic service to clients.
In addition to the leads provided, it is important for you to be proactive in identifying additional business opportunities to help the business and boost your output. The business is focused on achieving a high retention of clients and team members, therefore has an inclusive team culture. This is a home based Mortgage Advisor role with the majority of advice provided via video or telephone, with some face-to-face client meetings where requested or most appropriate. You will also be supported by their Mortgage Administrators.
Mortgage Advisor Requirements- You should be a current Mortgage Advisor with experience of delivering quality client service.
- You should ideally have 3+ years mortgage advice experience, preferably in whole of market / multi-tied environment.
- It is important you also have 3+ years protection advice experience.
- You must be fully CeMAP qualified or equivalent; individuals working towards advanced CeMAP and Lifetime Mortgage qualification would be desirable.
- You must be enthusiastic for your profession; be forward thinking; do the right thing and actively care for your clients and colleagues.
This growing IFA firm is led by highly respected names within the financial services industry, focused on creating an inclusive culture with goal based financial planning for clients. The business is keen to build a great place to work, with a friendly team that is passionate about treating everyone fairly and an ethos of promoting wellbeing, whilst also rewarding generously.
Mortgage Advisor Benefits- Salary of up to £40,000 plus bonuses.
- Plus company benefits including pension, life assurance, group income protection, health cash plans and salary exchanges.
- Excellent ongoing employee well being programmes.
- Home based working with need to visit their office in Newcastle (level of office attendance to be discussed at interview).
Mortgage Advisor in Gateshead employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Advisor in Gateshead
✨Tip Number 1
Familiarise yourself with the latest mortgage products and protection services available in the market. This knowledge will not only help you during interviews but also demonstrate your commitment to providing clients with the best advice.
✨Tip Number 2
Network with other professionals in the financial services industry, especially those who work in mortgage advising. Attend relevant webinars or local meetups to build connections that could lead to referrals or insights about the role.
✨Tip Number 3
Prepare to discuss your experience with affluent clients and how you've successfully managed their needs. Highlight specific examples where you've gone above and beyond to provide exceptional service, as this aligns with the company's focus on client retention.
✨Tip Number 4
Show enthusiasm for the role by researching the company’s culture and values. Be ready to explain how your personal values align with theirs, particularly regarding inclusivity and client care, which are key aspects of their ethos.
We think you need these skills to ace Mortgage Advisor in Gateshead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Mortgage Advisor, particularly focusing on your 3+ years of mortgage and protection advice experience. Use specific examples that demonstrate your ability to deliver quality client service.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your CeMAP qualification and how your proactive approach can help identify additional business opportunities, aligning with the company's goals.
Highlight Relevant Skills: In your application, emphasise skills that are crucial for this role, such as client relationship management, communication skills, and your ability to work independently in a home-based environment.
Showcase Your Understanding of the Company: Demonstrate your knowledge of the company's inclusive culture and commitment to client wellbeing. Mention how you align with their ethos and how you can contribute to maintaining high client retention rates.
How to prepare for a job interview at Premier Jobs UK Limited
✨Showcase Your Experience
Make sure to highlight your 3+ years of mortgage and protection advice experience during the interview. Be prepared to discuss specific cases where you provided exceptional client service, as this will demonstrate your capability and fit for the role.
✨Understand the Company Culture
Research the company's inclusive culture and their focus on client retention. During the interview, express how your values align with theirs and share examples of how you've contributed to a positive team environment in previous roles.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and client management abilities. Think of situations where you had to identify additional business opportunities or handle challenging client interactions, and be ready to explain your thought process.
✨Ask Insightful Questions
Prepare thoughtful questions about the role and the company. Inquire about their approach to client relationships and how they support their advisors. This shows your genuine interest in the position and helps you determine if it's the right fit for you.
