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- Tasks: Help clients with mortgage, protection, and home insurance needs while providing top-notch service.
- Company: Join an award-winning team in a growing company focused on customer satisfaction.
- Benefits: Enjoy flexible hybrid working, uncapped bonuses, and access to exclusive shopping perks.
- Why this job: Be part of a supportive culture with career development opportunities and quality leads.
- Qualifications: Must be fully CeMAP qualified with at least one year of relevant experience.
- Other info: Work remotely with occasional travel to the Shrewsbury office.
The predicted salary is between 24000 - 42000 £ per year.
Location: Remote (West Midlands) — with travel to the Shrewsbury office once or twice a month
Basic Salary: up to £30,000 (depending on experience)
OTE: £85,000- £90,000
Hours: 8:30am- 5:30pm Mon - Fri + every other Saturday, with a day off in the week in lieu
We are seeking a Mortgage & Protection Adviser to provide exceptional levels of advice and customer service within one of our top AR's customer remortgage team. You will also be responsible for dealing with leads from major employers in the region offering mortgage & protection advice as an employee benefit.
You will receive quality leads, dealing with existing clients that are due to remortgage or offered advice as part of their employee benefits package. You will be tasked with helping them with their mortgage, protection and home insurance requirements, providing a 5-star service every step of the way.
The successful candidate must be fully CeMAP qualified (or equivalent) and have experience in providing face-to-face, telephone and online client mortgage and protection advice.
You will:
- Process our existing clients' remortgage, protection and home insurance requirements
- Be highly confident in providing protection advice to complement the mortgage and maximise case size
- Be able to identify changes in client circumstances which could impact on protection shortfalls
- Have a minimum of 1 year face-to-face mortgage and protection experience
- Have a demonstrated track record of consistently achieving sales targets in the mortgage and protection sector
- Be able to provide quality advice on a face-to-face basis, via Teams and telephone
- Work in a consistent and compliant manner to FCA standards
- Have admin support to process client cases through to successful completion
- Be fully CeMAP qualified (or equivalent) to offer mortgage & protection advice
What you will get in return:
- Opportunity for career development in an ambitious and growing company
- Quality appointments
- Flexible hybrid working
- Uncapped Bonus Structure
- OTE £85-90,000 with competitive salary and uncapped earning potential
Benefits:
- Access to MyStaff Shop benefits
- Reward structure includes shopping vouchers
- Full admin support from a dedicated team who support, chase, prepare, and pre-qualify customers
- Up to £1,200 in potential annual savings (likely from perks and rewards)
Mortgage Advisor employer: The Recruitment Experts
Contact Detail:
The Recruitment Experts Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Advisor
✨Tip Number 1
Familiarise yourself with the latest mortgage products and market trends. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in the industry.
✨Tip Number 2
Network with other professionals in the mortgage and protection sector. Attend industry events or join online forums to connect with potential colleagues and learn about job openings before they are advertised.
✨Tip Number 3
Prepare for role-specific scenarios that may come up during interviews. Think about how you would handle various client situations, as this will showcase your problem-solving skills and customer service approach.
✨Tip Number 4
Research StudySmarter and our values thoroughly. Understanding our mission and how we operate will allow you to tailor your conversations and show how you can contribute to our team effectively.
We think you need these skills to ace Mortgage Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in mortgage and protection advice. Emphasise your CeMAP qualification and any sales targets you've achieved in previous roles.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for providing exceptional customer service. Mention specific examples of how you've helped clients with their mortgage needs and how you can contribute to the company's success.
Highlight Relevant Skills: In your application, focus on skills such as face-to-face communication, compliance with FCA standards, and your ability to work with clients remotely. These are crucial for the Mortgage Advisor role.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at The Recruitment Experts
✨Know Your Stuff
Make sure you're fully up to speed with mortgage and protection advice. Brush up on your CeMAP qualifications and be ready to discuss how you've applied your knowledge in real-life scenarios.
✨Showcase Your Sales Success
Prepare to talk about your track record in achieving sales targets. Have specific examples ready that demonstrate how you've successfully closed deals and provided excellent customer service.
✨Demonstrate Client-Centric Approach
Be ready to explain how you prioritise client needs. Share examples of how you've identified changes in client circumstances and tailored your advice accordingly to ensure they receive the best possible service.
✨Familiarise Yourself with the Company
Research the company and its values. Understand their approach to customer service and be prepared to discuss how you can contribute to their award-winning team and align with their goals.
