Mortgage and Protection Adviser in City of London
Mortgage and Protection Adviser in City of London

Mortgage and Protection Adviser in City of London

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

  • Tasks: Deliver mortgage and protection advice while ensuring excellent client service.
  • Company: Join CMG Advisers LLP, a respected financial practice in the City of London.
  • Benefits: Enjoy uncapped earnings, full admin support, and a friendly team culture.
  • Why this job: Be part of a collaborative environment that rewards excellence and supports your growth.
  • Qualifications: CeMap qualified with at least 3 years' experience in mortgage and protection advice.
  • Other info: Clients provided, no self-sourcing required, and centrally located offices.

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

Join CMG Advisers LLP, a thriving City-based financial practice where your mortgage and protection expertise will be fully supported and generously rewarded. Clients provided, commission uncapped!

CMG Advisers LLP is a highly regarded Financial Services Partnership, established in 2001. With over 60 professionals including Mortgage Brokers, Financial Advisers, and support administrators, we deliver bespoke financial advice to a diverse client base. Located in the heart of the City, CMG fosters a collaborative, professional environment where excellence is recognised and success is generously rewarded.

The Role

We are seeking a confident and experienced Mortgage & Protection Adviser to join our City-based team. This is a fantastic opportunity for someone passionate about delivering client-focused solutions, supported by 1-to-1 administration and a steady stream of high-quality client referrals.

Key Responsibilities:

  • Deliver mortgage and protection advice to clients in a compliant and client-centric manner
  • Follow up on referral clients provided directly by CMG
  • Maintain excellent standards in client service and documentation
  • Work closely with administration support to ensure a seamless client journey
  • Ensure all advice is compliant with FCA regulations

Benefits:

  • Clients provided – no self-sourcing required
  • Full 1-to-1 administrative support
  • Uncapped earning potential
  • Centrally located offices with excellent transport links
  • A friendly and supportive team culture
  • Recognition for high performance

The Ideal Candidate:

We are looking for someone who thrives in a fast-paced environment, is passionate about building strong client relationships, and is results-driven.

About you:

  • CeMap qualified (mandatory)
  • Minimum 3 years' experience in mortgage and protection advice
  • Sound knowledge of UK mortgage products, lenders, and protection providers
  • Proven ability to assess client needs and deliver tailored financial solutions
  • Strong communication and client engagement skills
  • High level of numeracy and IT literacy (Windows, Outlook, Excel)
  • Organised, proactive, and able to work autonomously
  • Eligible to work in the UK and meet FCA PFA appointment criteria

Join a firm that values your expertise and supports your success every step of the way!

How to apply for the role:

If you have the skills and experience required for this position, click “apply” today and check your inbox for an email providing more information on how to complete your application and provide any other supporting documents.

You must be authorised to work in the UK. No agencies please.

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Contact Detail:

CMG Advisers LLP Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage and Protection Adviser in City of London

Tip Number 1

Network with professionals in the financial services sector, especially those who work in mortgage and protection advice. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture at CMG Advisers.

Tip Number 2

Familiarise yourself with the latest trends and regulations in the UK mortgage market. This will not only enhance your knowledge but also demonstrate your commitment to staying updated, which is crucial for a role that requires compliance with FCA regulations.

Tip Number 3

Prepare to discuss specific examples of how you've successfully built client relationships and delivered tailored financial solutions in your previous roles. Highlighting your experience will show that you can thrive in a client-focused environment like CMG Advisers.

Tip Number 4

Research CMG Advisers LLP thoroughly before your interview. Understand their values, the services they offer, and their approach to client care. This knowledge will help you align your answers with their expectations and demonstrate your genuine interest in joining their team.

We think you need these skills to ace Mortgage and Protection Adviser in City of London

CeMap Qualification
Mortgage Product Knowledge
Protection Product Knowledge
Client Relationship Management
FCA Compliance Knowledge
Numeracy Skills
IT Literacy (Windows, Outlook, Excel)
Communication Skills
Client Engagement Skills
Organisational Skills
Proactive Approach
Autonomous Working
Experience in Mortgage and Protection Advice
Ability to Assess Client Needs
Tailored Financial Solutions Delivery

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your relevant experience in mortgage and protection advice. Emphasise your CeMap qualification and any specific achievements that demonstrate your ability to deliver client-focused solutions.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the financial services industry. Mention your experience with UK mortgage products and how you can contribute to CMG Advisers' success.

Highlight Compliance Knowledge: Since compliance is crucial in this role, ensure you mention your understanding of FCA regulations and how you have maintained high standards in client service and documentation in your previous roles.

Showcase Client Relationship Skills: In your application, provide examples of how you've built strong client relationships in the past. This will demonstrate your suitability for a role that requires excellent communication and client engagement skills.

How to prepare for a job interview at CMG Advisers LLP

Know Your Stuff

Make sure you're well-versed in UK mortgage products, lenders, and protection providers. Brush up on your CeMap knowledge and be ready to discuss how you can tailor solutions to meet client needs.

Showcase Your Experience

With a minimum of 3 years in the field, highlight specific examples from your past roles where you've successfully delivered client-focused solutions. This will demonstrate your capability and confidence in the role.

Emphasise Client Relationships

CMG Advisers values strong client relationships, so be prepared to discuss how you've built rapport with clients in the past. Share stories that illustrate your communication skills and ability to engage effectively.

Be Ready for Compliance Questions

Since compliance is crucial in this role, expect questions about FCA regulations and how you ensure your advice is compliant. Prepare to explain your approach to maintaining high standards in client service and documentation.

Mortgage and Protection Adviser in City of London
CMG Advisers LLP
C
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