Mortgage and Protection Advisor

Mortgage and Protection Advisor

Swanscombe Full-Time 25000 - 29000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Help clients find the best mortgage and protection products while providing top-notch customer service.
  • Company: Join a forward-thinking financial services brokerage with 18 years of successful trading.
  • Benefits: Enjoy a competitive salary, generous commission, full admin support, and flexible working options.
  • Why this job: Be part of a vibrant team that values outstanding service and offers real career growth opportunities.
  • Qualifications: CeMAP 1, 2, and 3 or equivalent required; must be motivated and a people person.
  • Other info: Self-employed package available for those seeking more flexibility.

The predicted salary is between 25000 - 29000 £ per year.

£25,000 - £29,000 Basic Salary

Generous Commission from Outset £60,000 - £65,000+ Realistic On Target Earnings based on current branch performances

Other Robust & Lucrative Lead Sources with a vibrant and busy operation

Full Admin Support

5 days per week and a potentially negotiable working pattern for the right candidate

Our client, a Financial Services brokerage and forward thinking operation, is seeking an experienced Mortgage and Protection Advisor to join their flourishing and expanding team.

My clients pride themselves on sourcing the best mortgage and protection products for any circumstance and require their advisers to provide outstanding customer service at all times. The business is progressing and they are looking to offer the right experienced Mortgage and Protection Advisor an excellent opportunity to get into the career they have been looking for.

Mortgage and Protection Advisor - Qualification:

  • CeMAP 1, 2 and 3 are required for this role, or equivalent

The successful candidate will display outstanding customer service skills as well as being highly motivated, professional and a real "people person", with the ambition to be the very best they can be.

Mortgage and Protection Advisor - The Package:

  • This is an employed role, working from an office, however, a more lucrative and flexible self-employed package is also available. Please mention this if you would prefer a self-employed package.
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Contact Detail:

Kings Permanent Recruitment for Estate Agents & Financial Services Professionals 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 sector, especially those who are already working as Mortgage and Protection Advisors. Attend industry events or join relevant online forums to connect with potential colleagues and learn about the latest trends in the market.

✨Tip Number 2

Familiarise yourself with the specific mortgage and protection products offered by our client. Understanding their unique selling points will help you demonstrate your knowledge during interviews and show that you're genuinely interested in the role.

✨Tip Number 3

Prepare to discuss your customer service experience in detail. Since outstanding customer service is a key requirement for this role, think of specific examples where you've gone above and beyond for clients, and be ready to share these stories.

✨Tip Number 4

Research the company culture and values of our client. Tailoring your approach to align with their ethos can set you apart from other candidates. Show that you’re not just looking for any job, but that you want to be part of their thriving team.

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

CeMAP 1, 2 and 3 or equivalent qualifications
Outstanding Customer Service Skills
Strong Communication Skills
Sales Skills
Financial Product Knowledge
Attention to Detail
Problem-Solving Skills
Time Management
Negotiation Skills
Motivation and Ambition
Interpersonal Skills
Ability to Work Under Pressure
Adaptability
Teamwork

Some tips for your application 🫡

Understand the Role: Before applying, make sure you fully understand the responsibilities and qualifications required for a Mortgage and Protection Advisor. Familiarise yourself with the CeMAP qualifications and the importance of customer service in this role.

Tailor Your CV: Customise your CV to highlight relevant experience in financial services, particularly in mortgage and protection advice. Emphasise your customer service skills and any previous achievements that demonstrate your ability to excel in this position.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the financial services industry. Mention specific examples of how you've provided outstanding customer service in the past and why you're motivated to join this particular company.

Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your professionalism and attention to detail, which are crucial in the financial services sector.

How to prepare for a job interview at Kings Permanent Recruitment for Estate Agents & Financial Services Professionals

✨Showcase Your CeMAP Qualifications

Make sure to highlight your CeMAP 1, 2, and 3 qualifications during the interview. This demonstrates your expertise and commitment to the role, which is crucial for a Mortgage and Protection Advisor.

✨Emphasise Customer Service Skills

Since outstanding customer service is a key requirement, prepare examples of how you've provided excellent service in previous roles. This will show that you understand the importance of client relationships in this position.

✨Demonstrate Your Motivation

Be ready to discuss what drives you in your career. The company is looking for highly motivated individuals, so share your ambitions and how you plan to achieve them as a Mortgage and Protection Advisor.

✨Ask Insightful Questions

Prepare thoughtful questions about the company's operations and lead sources. This not only shows your interest in the role but also helps you gauge if the company aligns with your career goals.

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