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For Companies At a Glance
- Tasks: Provide mortgage and protection advice to clients, ensuring profitable business conversion.
- Company: Join a well-established financial services firm in Macclesfield, Cheshire.
- Benefits: Enjoy a modern office environment and opportunities for professional growth.
- Why this job: Be part of a collaborative team focused on client success and continuous improvement.
- Qualifications: CeMAP qualifications or equivalent, with strong communication and organisational skills required.
- Other info: Ideal for tech-savvy individuals eager to learn and solve problems.
The predicted salary is between 36000 - 60000 £ per year.
Our client is a busy and well-established financial services firm offering mortgage and protection advice. They are currently looking to recruit a Mortgage & Protection adviser to work from their modern offices in Macclesfield, Cheshire.
Position Overview
Provide comprehensive mortgage and protection advice to clients and ensure that this is converted into profitable business for the company.
Essential Job Functions
- Establish client's mortgage or remortgage needs for residential and buy to let properties.
- Review client's financial position, recommend the most appropriate lender and product and make the application.
- Establish clients' protection needs, recommend policies and process the application through to 'on risk' status.
- Solve problems that might occur with lenders or protection providers to ensure that the service is delivered.
- Ensure that client files are presented on the system in a compliant manner.
Requirements
- Qualifications in CeMAP 1, 2 and 3 or equivalent.
- Pleasant and confident manner when dealing with clients, colleagues, lenders and providers.
- Team worker - recognises that business success comes from everyone working together with a willing attitude.
- Well organized - conscious of process - methodical.
- Drive to achieve targets.
- Attention to detail - checks facts and figures and spots mistakes. Takes ownership to get anomalies resolved.
- Numerate to handle financial calculations.
- IT literate - able to use a variety of systems.
- Accurate with spelling and numbers.
- Tenacious - tries to solve problems to achieve the objective.
- Attitude of continuous improvement - questioning how and why tasks are done to find better ways for clients and colleagues.
Other Skills/Abilities
- Friendly, approachable and enthusiastic telephone manner.
- Proficient in the use of Microsoft Word, Excel and Outlook.
- Willingness to learn new IT systems and make the best use of them by self-help or asking system providers.
- An interest in technology, to keep up with latest systems used by clients and suppliers.
Mortgage & Protection Adviser employer: Bond Recruitment Ltd
Contact Detail:
Bond Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage & Protection Adviser
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as mortgage advisers. Attend local events or join online forums to connect with them and gain insights into the role.
✨Tip Number 2
Familiarise yourself with the latest mortgage products and protection policies available in the market. This knowledge will not only help you during interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 3
Practice your communication skills, particularly in explaining complex financial concepts in a simple manner. Role-playing scenarios with friends or family can help you build confidence in client interactions.
✨Tip Number 4
Research the company thoroughly before your interview. Understand their values, services, and any recent news about them. This will allow you to tailor your responses and show genuine interest in joining their team.
We think you need these skills to ace Mortgage & Protection Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in mortgage and protection advice. Emphasise qualifications like CeMAP and any previous roles that demonstrate your ability to meet client needs.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the financial services industry. Mention specific skills such as problem-solving, attention to detail, and your approach to client relationships.
Highlight Relevant Skills: In your application, clearly outline your IT literacy and proficiency with Microsoft Office. Mention any experience with financial calculations and your ability to work methodically under pressure.
Show Enthusiasm for Continuous Improvement: Demonstrate your willingness to learn and adapt by discussing any past experiences where you improved processes or embraced new technologies. This will show your proactive attitude towards personal and professional growth.
How to prepare for a job interview at Bond Recruitment Ltd
✨Showcase Your Qualifications
Make sure to highlight your CeMAP qualifications during the interview. Discuss how your training has prepared you to assess clients' mortgage and protection needs effectively.
✨Demonstrate Problem-Solving Skills
Prepare examples of past experiences where you've successfully resolved issues with lenders or protection providers. This will show your tenacity and ability to deliver excellent service.
✨Exhibit Attention to Detail
Be ready to discuss how you ensure accuracy in your work, especially when handling financial calculations and client files. Mention any specific methods you use to check for errors.
✨Emphasise Teamwork and Communication
Since this role requires collaboration, share examples of how you've worked effectively within a team. Highlight your friendly and approachable manner when dealing with clients and colleagues.
