Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Help clients with mortgage and protection advice, mainly via video or phone.
- Company: Join a growing national financial planning firm with a focus on inclusivity and client care.
- Benefits: Earn up to £40,000 plus bonuses, with great perks like health plans and remote work options.
- Why this job: Be part of a supportive team that values wellbeing and offers a holistic service to clients.
- Qualifications: Must be a qualified Mortgage Advisor with 3+ years of experience in mortgage and protection advice.
- Other info: Home-based role with occasional office visits in Newcastle; flexible attendance discussed at interview.
The predicted salary is between 24000 - 40000 £ per year.
This employed, home based Mortgage & Protection Advisor job is within a national financial planning firm that is growing at a healthy pace. As a Mortgage & Protection Advisor within this national IFA firm, you will benefit from a regular flow of mortgage leads for you to service, often with affluent clients. Our client is passionate about ensuring their mortgage clients receive advice on protection products to provide a holistic service to clients.
In addition to the leads provided, it is important for you to be proactive in identifying additional business opportunities to help the business and boost your output. The business is focused on achieving a high retention of clients and team members, therefore has an inclusive team culture. This is a home based Mortgage Advisor role with the majority of advice provided via video or telephone, with some face-to-face client meetings where requested or most appropriate. You will also be supported by their Mortgage Administrators.
Mortgage Advisor Requirements
- You should be a current Mortgage Advisor with experience of delivering quality client service.
- You should ideally have 3+ years mortgage advice experience, preferably in whole of market / multi-tied environment.
- It is important you also have 3+ years protection advice experience.
- You must be fully CeMAP qualified or equivalent; individuals working towards advanced CeMAP and Lifetime Mortgage qualification would be desirable.
- You must be enthusiastic for your profession; be forward thinking; do the right thing and actively care for your clients and colleagues.
The Company
This growing IFA firm is led by highly respected names within the financial services industry, focused on creating an inclusive culture with goal based financial planning for clients. The business is keen to build a great place to work, with a friendly team that is passionate about treating everyone fairly and an ethos of promoting wellbeing, whilst also rewarding generously.
Mortgage Advisor Benefits
- Salary of up to £40,000 plus bonuses.
- Plus company benefits including pension, life assurance, group income protection, health cash plans and salary exchanges.
- Excellent ongoing employee well being programmes.
- Home based working with need to visit their office in Newcastle (level of office attendance to be discussed at interview).
Locations
Newcastle
Mortgage and Protection Advisor employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage and Protection Advisor
✨Tip Number 1
Familiarise yourself with the latest trends in the mortgage and protection market. Being knowledgeable about current products and regulations will not only boost your confidence but also impress potential employers during interviews.
✨Tip Number 2
Network with other professionals in the financial services industry. Attend webinars, join relevant online forums, or connect on LinkedIn to build relationships that could lead to referrals or insider information about job openings.
✨Tip Number 3
Prepare to discuss your proactive approach to identifying business opportunities. Think of specific examples from your past experience where you successfully generated leads or improved client retention, as this aligns with the company's focus.
✨Tip Number 4
Showcase your enthusiasm for the role by researching the company culture and values. Be ready to articulate how your personal values align with theirs, especially regarding client care and teamwork, which are crucial for this position.
We think you need these skills to ace Mortgage and Protection Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Mortgage Advisor, particularly focusing on your 3+ years of mortgage and protection advice experience. Use specific examples that demonstrate your ability to deliver quality client service.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your CeMAP qualification and any additional qualifications you are pursuing. Explain how your proactive approach can help identify new business opportunities.
Highlight Client-Centric Approach: In your application, emphasise your commitment to providing holistic services to clients. Discuss how you ensure client retention and satisfaction, aligning with the company's focus on an inclusive team culture.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail and professionalism, which is crucial in the financial services industry.
How to prepare for a job interview at Premier Jobs UK Limited
✨Showcase Your Experience
Make sure to highlight your 3+ years of mortgage and protection advice experience during the interview. Be prepared to discuss specific cases where you provided exceptional client service, as this will demonstrate your capability and fit for the role.
✨Understand the Company Culture
Research the company's inclusive culture and their focus on client retention. During the interview, express how your values align with theirs and share examples of how you've contributed to a positive team environment in previous roles.
✨Prepare for Client Scenarios
Since the role involves advising affluent clients, be ready to discuss how you would approach various client scenarios. Think about how you can proactively identify additional business opportunities and provide holistic advice that includes protection products.
✨Ask Insightful Questions
Prepare thoughtful questions to ask the interviewer about the company’s goals, team dynamics, and support systems for Mortgage Advisors. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
