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- Tasks: Help clients with mortgage and protection advice while managing applications and ensuring compliance.
- Company: Join a customer-first company that simplifies the mortgage process across the UK.
- Benefits: Enjoy hybrid work, flexible consultations, and potential earnings of £50k - £60k in your first year.
- Why this job: Gain industry-leading training and support while making a real impact on clients' lives.
- Qualifications: CeMap certification preferred; strong communication skills and a team player attitude are essential.
- Other info: This role offers fantastic earning potential and opportunities for career growth.
The predicted salary is between 40000 - 60000 £ per year.
Self Employed Mortgage & Protection Advisor - Southampton Area – Hybrid £50k - £60k First Years earnings. Considerably more after first year.
Are you either an individual who has just completed CeMap or is currently studying CeMap and wants to get into the Mortgage Field and receive industry leading training and guidance? Or are you currently working as a Mortgage & Protection Advisor and looking for a fresh challenge, higher earnings, more quality regular leads and more flexibility?
Our client provides great service as standard, placing the customer first, offering personalised solutions for all mortgage and protection needs. With advisers based across the UK, we provide flexible consultations through face-to-face, video, and telephone meetings to meet the varied needs of our clients. By partnering with High Street Estate agency branches, we ensure clients receive expert advice tailored to their unique circumstances. Our mission is to simplify the mortgage and protection process, allowing clients to focus on what matters most.
Role Description
This is a full-time hybrid role for a Self-Employed Mortgage and Protection Specialist based in Southampton Area, with access to an Estate Agency Office to help with lead generation. We are also happy to speak with individuals all over the UK. The Mortgage and Protection Specialist will be responsible for offering expert mortgage and protection advice, conducting consultations through various means, and providing market-based mortgage solutions customised to individual client circumstances. Daily tasks include mortgage marketing, maintaining customer service excellence, managing mortgage applications, and ensuring compliance with industry standards.
Qualifications
- Knowledge of Mortgages and Mortgage Lending practices (Preferred however not essential)
- Strong communication and interpersonal skills
- Ability to work independently and in a team setting
- Relevant certifications or qualifications in mortgage advisory services
- Previous experience in a similar role is advantageous
Due to the way the company are set up, this is a fantastic opportunity to earn considerable earnings and skyrocket your Mortgage & Protection Advisor career. Please apply to be considered for interview.
Trainee Mortgage Advisor employer: Citrus Elite Recruitment Ltd
Contact Detail:
Citrus Elite Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Mortgage Advisor
✨Tip Number 1
Network with professionals in the mortgage industry. Attend local events or join online forums where you can connect with experienced Mortgage Advisors. This can help you gain insights and potentially lead to job opportunities.
✨Tip Number 2
Consider reaching out to estate agencies in the Southampton area. Building relationships with these agencies can provide you with valuable leads and demonstrate your proactive approach to potential employers.
✨Tip Number 3
Stay updated on the latest trends and regulations in the mortgage sector. This knowledge will not only boost your confidence during interviews but also show potential employers that you are committed to your professional development.
✨Tip Number 4
Prepare for interviews by practising common questions related to mortgage advisory roles. Focus on how you would handle client consultations and provide tailored solutions, as this is a key aspect of the job.
We think you need these skills to ace Trainee Mortgage Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights any relevant experience or qualifications related to mortgage advisory services. If you've completed or are studying for CeMap, mention this prominently.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the mortgage field. Explain why you're interested in this role and how your skills align with the company's mission of providing personalised solutions.
Highlight Communication Skills: Since strong communication and interpersonal skills are essential for this role, provide examples in your application that demonstrate your ability to connect with clients and work effectively in a team.
Showcase Your Flexibility: Emphasise your ability to work independently and adapt to various consultation methods (face-to-face, video, telephone). This will show that you can meet the varied needs of clients as mentioned in the job description.
How to prepare for a job interview at Citrus Elite Recruitment Ltd
✨Know Your Mortgage Basics
Brush up on your knowledge of mortgages and lending practices. Even if you’re new to the field, having a solid understanding of key concepts will show your enthusiasm and readiness to learn.
✨Demonstrate Communication Skills
As a Mortgage Advisor, strong communication is crucial. Practice articulating your thoughts clearly and confidently, and be prepared to discuss how you would handle client consultations effectively.
✨Showcase Your Customer Service Mindset
The role emphasises customer service excellence. Be ready to share examples of how you've provided exceptional service in the past, and how you plan to put clients first in your advisory role.
✨Prepare Questions for the Interviewer
Having thoughtful questions ready shows your interest in the role and the company. Ask about their training programmes, lead generation strategies, or how they support their advisors in achieving success.
