At a Glance
- Tasks: Help clients navigate their mortgage needs and provide tailored advice.
- Company: Join a reputable broker with a supportive and fun team environment.
- Benefits: Enjoy hybrid work, competitive salary, uncapped commission, and great perks.
- Why this job: Be part of a successful team where advisors earn over £200K and thrive together.
- Qualifications: Must have CeMAP qualification and 2 years' experience in mortgage advising.
- Other info: Opportunity for professional growth through training and industry events.
The predicted salary is between 36000 - 60000 £ per year.
THE OPPORTUNITY: Get Recruited is working with a well-established and reputable whole of market broker, who due to growth have an exciting opportunity for an experienced Mortgage & Protections Advisor to join their longstanding team. You will be working alongside Advisors with 13, 10, and 17 years of service with the business in a friendly, fun and supportive environment. With Advisors taking home £200K+ in the business, you will be looked after financially as well as in benefits and flexibility. This is a fantastic opportunity for an experienced Mortgage Advisor or Mortgage Broker to join a firm offering a highly competitive commission structure, a fantastic working environment and a supportive Director.
RESPONSIBILITIES:
- Engage with new and existing clients to understand their mortgage and lending needs
- Deliver clear, accurate, and FCA-compliant mortgage advice tailored to each client
- Assist clients with application form completion
- Submit fully packaged mortgage applications to lenders and manage the end-to-end process
- Ensure full compliance with internal procedures and FCA guidelines throughout the customer journey
- Liaise with all stakeholders involved in the application process; lenders, surveyors, solicitors, etc.
- Provide regular updates to clients regarding application progress
- Maintain accurate and up-to-date records on CRM systems, including re-broking dates and contact history
- Upload all client documents securely to the system and follow paperless office protocols
- Update shared tools such as Google Sheets and performance trackers as required
- Attend industry events, CPD sessions, and training seminars to enhance your product and market knowledge
THE PERSON:
- CeMAP (or equivalent) qualification is essential
- Equity Release qualification required (or must be obtained within 12 months of joining)
- Minimum 2 years' experience in a Mortgage Advisor or Mortgage Broker role
- Strong organisational skills with excellent attention to detail
- Confident communicator with a friendly and professional manner
- Experience using CRM systems
TO APPLY: Please send your CV for immediate consideration.
Mortgage & Protections Advisor employer: Get Recruited Ltd
Contact Detail:
Get Recruited Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage & Protections Advisor
✨Tip Number 1
Network with current Mortgage Advisors or Brokers in the industry. Attend local events or join online forums to connect with professionals who can provide insights about the company and its culture.
✨Tip Number 2
Familiarise yourself with the latest mortgage products and market trends. This knowledge will not only boost your confidence but also demonstrate your commitment to staying updated in a competitive field.
✨Tip Number 3
Prepare to discuss your previous experiences in detail, especially how you've successfully managed client relationships and navigated complex mortgage applications. Real-life examples will make you stand out.
✨Tip Number 4
Showcase your organisational skills by discussing how you manage your workload and ensure compliance with FCA guidelines. Highlighting your attention to detail will resonate well with potential employers.
We think you need these skills to ace Mortgage & Protections Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in mortgage advising or brokering. Emphasise your CeMAP qualification and any other relevant certifications, as well as your organisational skills and attention to detail.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the industry. Mention specific experiences where you successfully engaged with clients and delivered tailored mortgage advice, demonstrating your understanding of FCA compliance.
Highlight Your Achievements: In both your CV and cover letter, include quantifiable achievements, such as the number of successful applications you've processed or any sales targets you've exceeded. This will help illustrate your potential value to the company.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the mortgage advising field.
How to prepare for a job interview at Get Recruited Ltd
✨Know Your Stuff
Make sure you brush up on your mortgage knowledge, especially the latest trends and regulations. Being well-versed in FCA guidelines and having a solid understanding of the mortgage application process will show that you're serious about the role.
✨Showcase Your Experience
Prepare to discuss your previous roles as a Mortgage Advisor or Broker. Highlight specific examples where you've successfully assisted clients, managed applications, or navigated complex situations. This will demonstrate your capability and confidence.
✨Be Personable
Since this role involves engaging with clients, it's crucial to showcase your communication skills. Practice being friendly and professional in your responses, and be ready to explain how you build rapport with clients.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and growth opportunities. This not only shows your interest in the position but also helps you gauge if the company is the right fit for you.