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- Tasks: Help clients navigate mortgages and protection products while working flexibly from home.
- Company: Join Mortgage Theory Ltd, a top-rated and reputable mortgage advisory firm in North London.
- Benefits: Enjoy uncapped income potential, flexible working hours, and ongoing training support.
- Why this job: Be part of a professional team that values honesty and client satisfaction, making a real impact.
- Qualifications: Must have CeMAP or relevant qualification and 2-3 years of mortgage advice experience.
- Other info: Work remotely with a competitive revenue share and some leads provided.
The predicted salary is between 36000 - 60000 £ per year.
One of our highly successful and leading businesses, Mortgage Theory Ltd are currently seeking a Mortgage & Protection Adviser to join their team on a self-employed basis. The company recognise the importance of flexible working providing their staff the option to work from home. The company takes great pride in their honest and professional approach to services they provide to customers and have been awarded VouchedFor Top Rated Advice Firm 2022 & 2024, they have also been awarding Most Reputable Mortgage Adviser - North London 2023 and North London’s Mortgage & Protection Advisory Firm of the Year 2024.
Skills:
- CeMAP or relevant Mortgage Qualification
- A positive attitude and excellent team communication
- Client-orientated with high customer service skills and communication
- The ability to explain complex information clearly and simply
- Minimum 2-3 years experience of delivering Mortgage & Protection advice
- Most of our advisers deliver advice remotely throughout the UK
- The ability to work from home/own office
- Exceptional organisation skills
Benefits:
- Uncapped income potential, with expected income £50,000+ pa. dependent on performance
- Working with a well-established, professional, forward-looking company
- 100% Flexible Working – work from home/own office
- Ongoing business development support and training
- Some leads supplied – Client bank required
- Competitive revenue share
Your duties will usually include:
- Meeting performance targets
- Ability to prospect and organise meetings
- Fact-find effectively to establish the client’s current finances and future aspirations.
- Provide high quality professional mortgage advice and explain different types of mortgages available
- Explain required insurance and protection products so that clients can make informed choices.
- Communicate effectively at all levels
- Ensure all regulatory documentation completed within the required timescale
- Keep up to date with new mortgage and protection products and changes in mortgage regulation
- Maintain generic knowledge of the Financial Services industry and knowledge that is deemed necessary
- Embrace company values and promote them effectively alongside the brand.
Key Words: Interpersonal Skills, Mortgage Planning, Protection, Client Orientation, Financial Goals & Opportunities, Business, Helping Clients, Customer Relations, Ambitious, Friendly, CeMap
Contact Detail:
Quilter Financial Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Advisor
✨Tip Number 1
Network with other professionals in the mortgage and financial services industry. Attend relevant events or join online forums to connect with potential colleagues and clients, which can help you gain insights and referrals.
✨Tip Number 2
Familiarise yourself with the latest mortgage products and regulations. Staying updated will not only boost your confidence but also demonstrate your commitment to providing high-quality advice to clients.
✨Tip Number 3
Develop your communication skills by practising how to explain complex mortgage concepts in simple terms. This will enhance your ability to connect with clients and build trust, which is crucial for a successful Mortgage Advisor.
✨Tip Number 4
Showcase your client-oriented approach by gathering testimonials from previous clients. Positive feedback can significantly enhance your credibility and attract new clients when applying for the role.
We think you need these skills to ace Mortgage Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in mortgage advice and client relations. Emphasise your CeMAP qualification and any specific achievements that demonstrate your ability to meet performance targets.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your values align with their professional approach and commitment to customer service. Use specific examples from your past experience to illustrate your skills.
Showcase Your Communication Skills: Since the role requires excellent communication skills, ensure your application reflects this. Use clear and concise language, and avoid jargon. You might also want to include examples of how you've effectively communicated complex information to clients in the past.
Highlight Flexibility and Organisation: Given the self-employed nature of the role, emphasise your ability to work independently and manage your time effectively. Provide examples of how you've successfully organised meetings and managed client relationships remotely.
How to prepare for a job interview at Quilter Financial Planning
✨Showcase Your Qualifications
Make sure to highlight your CeMAP or any relevant mortgage qualifications during the interview. This is crucial as it demonstrates your expertise and commitment to the role.
✨Demonstrate Client-Centric Skills
Prepare examples of how you've provided excellent customer service in previous roles. Being client-oriented is key for a Mortgage Advisor, so show how you can effectively communicate complex information simply.
✨Emphasise Flexibility and Organisation
Since the role allows for remote work, discuss your experience with managing your time and tasks effectively from home. Highlight your exceptional organisational skills and how they contribute to your success.
✨Stay Updated on Industry Trends
Research recent changes in mortgage regulations and new products in the market. Showing that you're knowledgeable about the financial services industry will impress the interviewers and demonstrate your proactive approach.
