Mortgage Advisor

Mortgage Advisor

Somerset Full-Time 28800 - 48000 £ / year (est.) No home office possible
C

At a Glance

  • Tasks: Help customers navigate the mortgage process and provide tailored advice.
  • Company: Join Palmer Snell, a leading estate agency with a supportive culture.
  • Benefits: Enjoy competitive salary, uncapped commission, and all-expenses-paid trips for top achievers.
  • Why this job: Be part of a dynamic team that values your growth and success.
  • Qualifications: Must have Full CeMAP or equivalent qualification and excellent customer service skills.
  • Other info: We embrace diversity and encourage all qualified candidates to apply.

The predicted salary is between 28800 - 48000 £ per year.

Palmer Snell Estate Agency are looking for a Mortgage and Protection Advisor to join them in Yeovil. OTE £40K.

We are looking for an exceptional person who has the skills, attributes and drive to improve our customers' experience throughout the mortgage process. You will need to be adaptable, self-motivated and comfortable working in a fast-paced, target driven environment.

What can we offer you as our Mortgage and Protection Advisor:

  • Competitive Salary OTE £40K
  • Superb training and development programme
  • Uncapped commission
  • Leads generated from our colleagues in Estate Agency
  • Quality and Loyalty Bonus
  • Group Discounts on Property Services
  • Transparent and fair progression structure
  • Highly skilled and experienced management team
  • Central Admin Support and agile IT tools to help you succeed
  • Supportive encouraging and rewarding environment – We invest in you!
  • All expense paid trips for top achievers
  • Company Car or Car Allowance

Main responsibilities:

  • Building relationships with the Estate Agency teams in order to provide training and support.
  • Attracting new customers and business, whilst being motivated to achieve professional goals within a result-driven environment.
  • Being able to walk our customers through the entire mortgage service process, including providing advice on a range of products and services to meet customer needs.
  • Taking part in regular branch meetings to discuss best practice and build lasting relationships.

Skills and experience required:

  • Full CeMAP or industry equivalent qualification
  • Able to generate new business in a target driven environment
  • Outstanding customer care / customer service experience
  • Resilient, positive, organised, numerate and detail oriented
  • Excellent verbal and written communication skills
  • IT literate (MS Office, internet, email systems)
  • A Full UK driving license and access to your own vehicle

Palmer Snell is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity.

Don’t meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you’re excited about this role but your experience doesn’t fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities.

Mortgage Advisor employer: Countrywide Mortgage Services

Palmer Snell Estate Agency is an exceptional employer, offering a competitive salary with an OTE of £40K and uncapped commission for our Mortgage and Protection Advisors in Yeovil. We pride ourselves on a supportive work culture that fosters employee growth through superb training programmes, transparent progression structures, and a highly skilled management team dedicated to your success. With additional benefits such as group discounts on property services and all-expense-paid trips for top achievers, we create a rewarding environment where you can thrive both personally and professionally.
C

Contact Detail:

Countrywide Mortgage Services Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage Advisor

✨Tip Number 1

Network with professionals in the mortgage and estate agency sectors. Attend local events or join online forums to connect with current Mortgage Advisors and learn about their experiences. This can provide you with valuable insights and potentially lead to referrals.

✨Tip Number 2

Familiarise yourself with the latest mortgage products and market trends. Being knowledgeable about current offerings will not only boost your confidence but also impress potential employers during interviews, showing that you're proactive and well-informed.

✨Tip Number 3

Practice your communication skills, especially in explaining complex financial concepts in simple terms. Role-playing scenarios with friends or family can help you articulate your thoughts clearly, which is crucial for a customer-facing role like a Mortgage Advisor.

✨Tip Number 4

Research Palmer Snell Estate Agency specifically. Understand their values, culture, and the services they offer. Tailoring your approach to align with their mission can make you stand out as a candidate who genuinely wants to be part of their team.

We think you need these skills to ace Mortgage Advisor

Full CeMAP or industry equivalent qualification
Outstanding customer care / customer service experience
Ability to generate new business in a target driven environment
Excellent verbal and written communication skills
Resilience and positivity
Organisational skills
Numeracy and attention to detail
IT literacy (MS Office, internet, email systems)
Relationship building skills
Adaptability in a fast-paced environment
Self-motivation and drive
Understanding of mortgage products and services
Team collaboration skills
Full UK driving license and access to own vehicle

Some tips for your application 🫡

Understand the Role: Before applying, make sure to thoroughly read the job description for the Mortgage Advisor position. Understand the key responsibilities and required skills, such as customer service experience and the ability to work in a target-driven environment.

Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the job requirements. Emphasise your qualifications, such as your CeMAP certification, and any previous roles that involved customer interaction or sales.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention specific experiences that demonstrate your adaptability, motivation, and ability to thrive in a fast-paced environment. Make sure to express how you can enhance the customer experience.

Proofread Your Application: Before submitting your application, carefully proofread your CV and cover letter. Check for any spelling or grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail.

How to prepare for a job interview at Countrywide Mortgage Services

✨Showcase Your Customer Service Skills

As a Mortgage Advisor, outstanding customer care is crucial. Prepare examples of how you've provided excellent service in previous roles, highlighting your ability to build relationships and resolve issues effectively.

✨Demonstrate Your Knowledge of the Mortgage Process

Familiarise yourself with the mortgage process and be ready to discuss various products and services. This will show your expertise and reassure the interviewers that you can guide customers through their options confidently.

✨Prepare for Target-Driven Questions

Since the role is in a fast-paced, target-driven environment, expect questions about how you handle pressure and meet goals. Think of specific instances where you've successfully achieved targets or adapted to changing circumstances.

✨Ask Insightful Questions

At the end of the interview, ask questions that demonstrate your interest in the company and the role. Inquire about the training programme, team dynamics, or how success is measured. This shows you're engaged and serious about the opportunity.

Mortgage Advisor
Countrywide Mortgage Services
C
Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>