Mortgage & Protection Advisor
Mortgage & Protection Advisor

Mortgage & Protection Advisor

Milton Keynes Full-Time 24000 - 42000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Provide expert advice on mortgage and protection products to clients.
  • Company: Join a successful independent mortgage broker with 15+ years of industry experience.
  • Benefits: Enjoy uncapped commission, no weekends, and a supportive office environment.
  • Why this job: Be part of a growing team with abundant pre-qualified leads and diverse mortgage cases.
  • Qualifications: Must have CeMAP 1, 2 & 3 and experience in a sales target environment.
  • Other info: This role offers a chance to thrive in a busy, dynamic market.

The predicted salary is between 24000 - 42000 £ per year.

Office Based (Milton Keynes)

Up to £30,000 Base, £60k+ OTE - Uncapped commission (No thresholds)

Mon-Friday (No weekends!)

Do you have a minimum of 12 months Mortgage & Protection Advising experience?

Have your lead volumes dropped, affecting your overall earning potential?

Are you looking for an abundance of pre-qualified leads booked into your diary?

Would you like to work with a range of mortgage cases from Shared Ownership to International clients?

Our client is a highly successful independent mortgage broker with over 15+ years in the industry. With a trained back office support team, they offer whole of market advice to their clients on mortgage & protection products around the UK & Internationally! The Mortgage Team now need to grow further to cope with the demand and enable them to service Mortgage & Protection leads instantly. This is a fantastic opportunity to join a busy team, in a superb office. This position has come available due to the huge growth in the mortgage market and increased levels of business.

Key responsibilities:

  • To provide clients with advice and recommendations on mortgage and protection products
  • Oversee each application through to completion, working closely with administrators and paraplanners where required.
  • Ensure all files meet the standards set out by the company, network, and regulator.
  • Update relevant client management systems and reports.
  • To update clients and introducers and answer any queries in a timely manner.
  • To ensure that all compliance and regulatory requirements are met, in line with the rules set out by the company, regulator and network.
  • To stay up to date with industry and market developments
  • Maintenance of required professional qualifications and continuing professional development.
  • A long with your main duties, you will also be expected to carry out any other duties that are reasonably asked of you.

Role Requirements:

  • CeMAP 1,2 & 3 are essential.
  • Experience in the whole of the market would be preferable.
  • Proven track record working in a sales target environment or managing a busy workload with deadlines.
  • Highly motivated individual with a proven track record of success.
  • Excellent communication skills; written & verbal.

This is a great opportunity to join an established brokerage as a Mortgage & Protection Advisor where you can become a valuable part of a growing team. If you believe you’d be suitable for this role, apply now or please call Jay Garratt at Consegna to discuss further!

Mortgage & Protection Advisor employer: Consegna

Join a dynamic and thriving independent mortgage broker in Milton Keynes, where your expertise as a Mortgage & Protection Advisor will be valued and rewarded. With an uncapped commission structure and a supportive back office team, you will have access to a wealth of pre-qualified leads, allowing you to maximise your earning potential while enjoying a healthy work-life balance with no weekend commitments. Our collaborative work culture fosters professional growth and development, making this an excellent opportunity for those looking to advance their careers in the mortgage industry.
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Contact Detail:

Consegna Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage & Protection Advisor

✨Tip Number 1

Network with other professionals in the mortgage and protection industry. Attend local events or join online forums to connect with potential colleagues and clients. This can help you gain insights into the market and may lead to referrals.

✨Tip Number 2

Stay updated on the latest mortgage products and regulations. Subscribe to industry newsletters or follow relevant social media accounts. This knowledge will not only boost your confidence but also impress potential employers during discussions.

✨Tip Number 3

Prepare for interviews by practising common questions related to mortgage advising. Think about your past experiences and how they relate to the role. Being able to articulate your successes and challenges will demonstrate your expertise.

✨Tip Number 4

Research the company thoroughly before applying. Understand their values, services, and client base. Tailoring your approach to align with their mission can make a significant difference in how you present yourself as a candidate.

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

CeMAP 1, 2 & 3 Certification
Mortgage Product Knowledge
Protection Product Knowledge
Sales Target Achievement
Client Relationship Management
Regulatory Compliance
Communication Skills
Time Management
Problem-Solving Skills
Attention to Detail
Team Collaboration
Market Awareness
Adaptability
Customer Service Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in mortgage and protection advising. Include specific achievements, such as sales targets met or exceeded, to demonstrate your success in a sales target environment.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the mortgage industry and your understanding of the role. Mention your CeMAP qualifications and how your experience aligns with the company's needs.

Highlight Relevant Experience: In your application, emphasise your 12 months of experience in mortgage advising. Discuss your familiarity with various mortgage cases, including shared ownership and international clients, to show your versatility.

Showcase Communication Skills: Since excellent communication skills are essential for this role, provide examples in your application of how you've effectively communicated with clients and colleagues in previous positions.

How to prepare for a job interview at Consegna

✨Showcase Your Experience

Make sure to highlight your 12 months of Mortgage & Protection Advising experience during the interview. Be prepared to discuss specific cases you've handled, especially those that demonstrate your ability to work with diverse clients and complex mortgage scenarios.

✨Understand the Company

Research the independent mortgage broker and their market position. Familiarise yourself with their services, especially their approach to whole of market advice. This will show your genuine interest in the role and help you tailor your responses to align with their values.

✨Prepare for Compliance Questions

Since compliance and regulatory requirements are crucial in this role, be ready to discuss how you ensure adherence to these standards in your previous positions. Highlight any relevant training or certifications, such as CeMAP, to reinforce your qualifications.

✨Demonstrate Communication Skills

Excellent communication is key for a Mortgage & Protection Advisor. Practice articulating your thoughts clearly and confidently. You might even want to prepare examples of how you've effectively communicated with clients and colleagues in past roles to resolve issues or provide guidance.

Mortgage & Protection Advisor
Consegna
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