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For Companies At a Glance
- Tasks: Help clients with their mortgage and protection needs while managing cases.
- Company: Join Fairstone, a leading firm in financial advice and client support.
- Benefits: Enjoy full case management support and strong lead generation from estate agency links.
- Why this job: Be part of a supportive team that values client relationships and offers growth opportunities.
- Qualifications: No specific qualifications required; just a passion for helping others with finances.
- Other info: Apply directly to our recruitment team and start your journey with us!
The predicted salary is between 36000 - 60000 £ per year.
As a Fairstone Mortgage & Protection Adviser, you will enjoy the perfect mix of business. At the heart of our business are our existing clients who enjoy regular and relevant contact as we guide them through their financial life. This, mixed with our strong lead generation from our linked Estate Agency Offices, delivers consistent quality business levels, both new and recurring. You will also enjoy full case management support, allowing you to focus on our clients.
Responsibilities
- Looking after our existing clients with their mortgage & protection needs
- Working with our new business team in our Estate Agency Offices
The ideal person
Skills and experience
Mortgage and protection adviser employer: Fairstone Group Ltd
Contact Detail:
Fairstone Group Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage and protection adviser
✨Tip Number 1
Familiarise yourself with the mortgage and protection market. Understanding current trends, regulations, and products will not only boost your confidence but also impress us during any discussions.
✨Tip Number 2
Network with professionals in the industry. Attend local events or join online forums related to mortgages and financial advice. Building connections can lead to valuable insights and potential referrals.
✨Tip Number 3
Prepare to discuss your approach to client management. We value advisers who can demonstrate a strong commitment to client relationships, so think about how you would maintain regular contact and provide tailored advice.
✨Tip Number 4
Showcase your ability to work collaboratively. Since you'll be working closely with our new business team, highlight any past experiences where teamwork led to successful outcomes in your previous roles.
We think you need these skills to ace Mortgage and protection adviser
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Mortgage and Protection Adviser. Familiarise yourself with the skills and experience required, as this will help you tailor your application.
Tailor Your CV: Customise your CV to highlight relevant experience in mortgage and protection advice. Emphasise any previous roles where you've managed client relationships or worked in financial services.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping clients with their financial needs. Mention how your skills align with the role and express your enthusiasm for working with Fairstone.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at Fairstone Group Ltd
✨Know Your Mortgage Basics
Brush up on your knowledge of mortgage products and protection plans. Be prepared to discuss different types of mortgages, interest rates, and how they can impact clients' financial situations.
✨Demonstrate Client-Centric Approach
Showcase your ability to build relationships with clients. Prepare examples of how you've successfully managed client needs in the past, highlighting your communication skills and empathy.
✨Familiarise Yourself with Fairstone
Research Fairstone's values, services, and market position. Understanding their approach to client management and lead generation will help you align your answers with their business model.
✨Prepare Questions for the Interviewers
Think of insightful questions to ask about the role and the company. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
