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For Companies At a Glance
- Tasks: Help clients navigate mortgage options and protection plans while ensuring compliance with regulations.
- Company: Join a leading firm dedicated to providing expert financial advice and support.
- Benefits: Enjoy medical insurance, 33 days holiday, and a cycle to work scheme.
- Why this job: Make a real impact by guiding clients towards their financial goals in a supportive environment.
- Qualifications: Must have Ce-MAP qualifications and strong communication skills.
- Other info: Ideal for those passionate about finance and customer service.
The predicted salary is between 36000 - 60000 £ per year.
As a mortgage and protection adviser, you'll provide expert advice and guidance to clients on mortgage options and protection plans. Through providing support to clients through their journey, you will help clients make informed decisions that align with their financial goals and needs.
DAY TO DAY:
- Meeting with clients to discuss their financial situation, home-ownership goals and protection needs.
- Acting on leads supplied from a central operations centre.
- Financial assessment, evaluating clients' financial circumstances to determine suitable mortgage and protection products.
- Explaining various mortgage options and protection plans.
- Actively guiding clients through the mortgage application process to ensure all necessary documentation is accurate.
- Ensuring all transactions comply with relevant laws and regulations.
- Staying up to date with market conditions, mortgage products and regulatory requirements.
- Ensuring all advice and transactions are in line with TCF and Consumer Duty and FCA guidelines.
WE WOULD LOVE TO SEE:
- A deep understanding of the mortgage and protection industry.
- A good financial acumen and understanding of financial regulations.
- Advanced communication skills, including verbal and written communication skills.
- A great customer service approach.
- Strong analytical skills.
- Ce-MAP qualifications.
AND FOR YOU:
- Medical insurance and private health.
- Pension, life assurance, income protection.
- Employee assistance programme.
- 33 days holiday including bank holidays.
- Cycle to work scheme.
- Discounted shopping.
Contact Detail:
Juice Recruitment Ltd 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 mortgage products and protection plans available in the market. This knowledge will not only boost your confidence during interviews but also demonstrate your commitment to staying updated in the industry.
✨Tip Number 2
Network with professionals in the mortgage and protection sector. Attend industry events or join relevant online forums to connect with others who can provide insights and potentially refer you to opportunities at StudySmarter.
✨Tip Number 3
Prepare to discuss real-life scenarios where you've successfully guided clients through financial decisions. Highlighting your experience in providing tailored advice will showcase your suitability for the role.
✨Tip Number 4
Brush up on your understanding of financial regulations and compliance standards, particularly those related to TCF and Consumer Duty. Being well-versed in these areas will set you apart as a knowledgeable candidate.
We think you need these skills to ace Mortgage and Protection Advisor
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Mortgage and Protection Advisor. Familiarise yourself with the key skills required, such as financial acumen and communication skills, to tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in the mortgage and protection industry. Mention specific roles or tasks that demonstrate your understanding of financial regulations and customer service excellence.
Showcase Your Qualifications: If you hold Ce-MAP qualifications or any other relevant certifications, make sure to highlight these prominently in your application. This will show your commitment to the profession and your expertise in the field.
Tailor Your Cover Letter: Craft a personalised cover letter that addresses the specific requirements mentioned in the job description. Use examples from your past experiences to illustrate how you can meet the needs of clients and comply with regulatory guidelines.
How to prepare for a job interview at Juice Recruitment Ltd
✨Showcase Your Industry Knowledge
Make sure to demonstrate your understanding of the mortgage and protection industry during the interview. Be prepared to discuss current market conditions, various mortgage products, and relevant regulations. This will show that you are not only knowledgeable but also passionate about the field.
✨Highlight Your Communication Skills
As a Mortgage and Protection Advisor, strong communication skills are essential. Practice articulating complex financial concepts in a clear and concise manner. Use examples from your past experiences where you successfully communicated with clients or colleagues to resolve issues or provide guidance.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities and customer service approach. Think of specific situations where you had to evaluate a client's financial circumstances and recommend suitable products. This will help you illustrate your analytical skills and client-focused mindset.
✨Demonstrate Your Commitment to Compliance
Understanding compliance is crucial in this role. Be ready to discuss how you ensure that all transactions comply with laws and regulations. Familiarise yourself with TCF, Consumer Duty, and FCA guidelines, and be prepared to explain how you would apply these in your day-to-day work.
