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- Tasks: Help clients navigate mortgages and protection products while working flexibly from home.
- Company: Join Mortgage Theory Ltd, a top-rated and reputable mortgage advisory firm in North London.
- Benefits: Enjoy uncapped income potential, flexible working hours, and ongoing training support.
- Why this job: Be part of a professional team that values honesty and client satisfaction, making a real impact.
- Qualifications: Must have CeMAP or relevant qualification and 2-3 years of mortgage advice experience.
- Other info: Work remotely with a competitive revenue share and some leads provided.
The predicted salary is between 42000 - 70000 £ per year.
One of our highly successful and leading businesses, Mortgage Theory Ltd are currently seeking a Mortgage & Protection Adviser to join their team on a Self-Employed basis.
Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates.
The company recognise the importance of flexible working providing their staff the option to work from home.
The company takes great pride in their honest and professional approach to services they provide to customers and have been awarded VouchedFor Top Rated Advice Firm 2022 & 2024, they have also been awarding Most Reputable Mortgage Adviser – North London 2023 and North London’s Mortgage & Protection Advisory Firm of the Year 2024.
Skills:
- CeMAP or relevant Mortgage Qualification
- A positive attitude and excellent team communication
- Client-orientated with high customer service skills and communication
- The ability to explain complex information clearly and simply
- Minimum 2-3 years experience of delivering Mortgage & Protection advice
- Most of our advisers deliver advice remotely throughout the UK
- The ability to work from home/own office
- Exceptional organisation skills
Benefits:
Uncapped income potential, with expected income £50,000+ pa. dependent on performance
- Working with a well-established, professional, forward-looking company
- 100% Flexible Working – work from home/own office
- Ongoing business development support and training
- Some leads supplied – Client bank required
- Competitive revenue share
Your duties will usually include:
- Meeting performance targets
- Ability to prospect and organise meetings
- Fact-find effectively to establish the client’s current finances and future aspirations.
- Provide high quality professional mortgage advice and explain different types of mortgages available
- Explain required insurance and protection products so that clients can make informed choices.
- Communicate effectively at all levels
- Ensure all regulatory documentation completed within the required timescale
- Keep up to date with new mortgage and protection products and changes in mortgage regulation
- Maintain generic knowledge of the Financial Services industry and knowledge that is deemed necessary
- Embrace company values and promote them effectively alongside the brand.
Key Words:
Interpersonal Skills, Mortgage Planning, Protection, Client Orientation, Financial Goals & Opportunities, Business, Helping Clients, Customer Relations, Ambitious, Friendly, CeMap
Contact Detail:
Quilter Financial Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Advisor
✨Tip Number 1
Network with other mortgage professionals and join relevant online forums or groups. This can help you gain insights into the industry and potentially lead to referrals or job opportunities.
✨Tip Number 2
Stay updated on the latest mortgage products and regulations. This knowledge will not only boost your confidence but also demonstrate your commitment to potential employers during interviews.
✨Tip Number 3
Practice your communication skills by explaining complex mortgage concepts to friends or family. Being able to simplify information will be crucial in your role as a Mortgage Advisor.
✨Tip Number 4
Consider reaching out to current or former employees of Mortgage Theory Ltd for informational interviews. They can provide valuable insights about the company culture and expectations, helping you tailor your approach.
We think you need these skills to ace Mortgage Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in mortgage advice and client relations. Emphasise your CeMAP qualification and any specific achievements that demonstrate your ability to meet performance targets.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your skills align with their values and your commitment to providing high-quality customer service.
Showcase Your Communication Skills: Since the role requires excellent communication skills, consider including examples of how you've effectively explained complex information to clients in the past. This will demonstrate your ability to simplify mortgage concepts.
Highlight Flexibility and Organisation: Discuss your experience with remote work and how you manage your time effectively. Mention any tools or strategies you use to stay organised while working from home, as this is crucial for the position.
How to prepare for a job interview at Quilter Financial Planning
✨Showcase Your Qualifications
Make sure to highlight your CeMAP or any relevant mortgage qualifications during the interview. This is crucial as it demonstrates your expertise and commitment to the role, which is essential for a Mortgage Advisor.
✨Demonstrate Client-Centric Skills
Prepare examples of how you've provided excellent customer service in previous roles. Being client-oriented is key for this position, so showcasing your ability to communicate complex information clearly will set you apart.
✨Discuss Remote Working Experience
Since most advisers work remotely, be ready to discuss your experience with remote working. Highlight your organisational skills and how you manage your time effectively while working from home.
✨Stay Updated on Industry Trends
Research recent changes in mortgage regulations and new products in the market. Showing that you're knowledgeable about the financial services industry will demonstrate your commitment to staying informed and providing the best advice to clients.
