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For Companies At a Glance
- Tasks: Help clients secure mortgages and protection plans while providing top-notch customer service.
- Company: Join a modern, thriving company in the Wealth Management industry.
- Benefits: Enjoy a competitive salary, dedicated support, and a focus on client relationships.
- Why this job: Be the go-to expert for clients and make a real impact in their financial journeys.
- Qualifications: Must be qualified with previous experience in mortgage advising.
- Other info: Work independently with a dedicated administrator to handle your paperwork.
The predicted salary is between 35000 - 75000 £ per year.
We are seeking a Mortgage & Protection Adviser to join our client on an employed basis. The successful candidate will join a thriving, modern company within the Wealth Management industry and will be the sole Mortgage & Protection Adviser for existing clients.
A client bank and leads will be provided by the existing Wealth Managers and you will have a dedicated Administrator to assist you allowing you to focus on the mortgages and not the admin.
You must be qualified and previous experience is essential. You will be able to work on your own initiative and provide outstanding customer service to your clients. An excellent telephone manner is required and the ability to ask relevant questions and establish rapport.
If you are ready for a challenge and feel you fit the bill please apply now.
Job Types: Permanent, Full-time
Pay: £35,000.00-£75,000.00 per year
Mortgage Advisor - Employed with client bank employer: Carlton Mays
Contact Detail:
Carlton Mays Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Advisor - Employed with client bank
✨Tip Number 1
Familiarise yourself with the latest mortgage products and regulations. This 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 Wealth Management sector. Attend industry events or join relevant online forums to connect with potential colleagues and gain insights into the company culture.
✨Tip Number 3
Prepare for role-play scenarios that may come up during the interview. Practising how to handle client inquiries and objections can showcase your customer service skills effectively.
✨Tip Number 4
Research the company’s values and mission statement. Tailoring your conversation to align with their goals can help you stand out as a candidate who is genuinely interested in contributing to their success.
We think you need these skills to ace Mortgage Advisor - Employed with client bank
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications and previous experience as a Mortgage Advisor. Emphasise any relevant skills, such as customer service and communication abilities, that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the Wealth Management industry. Mention how your experience makes you a perfect fit for the position and express your enthusiasm for joining their team.
Highlight Relevant Achievements: In your application, include specific examples of your past successes in mortgage advising. This could be meeting sales targets, providing exceptional client service, or successfully managing client relationships.
Proofread Your Application: Before submitting, carefully proofread your application to eliminate any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which is crucial in the financial sector.
How to prepare for a job interview at Carlton Mays
✨Showcase Your Qualifications
Make sure to highlight your qualifications and relevant experience during the interview. Be prepared to discuss specific cases where you've successfully advised clients on mortgages and protection, as this will demonstrate your expertise.
✨Demonstrate Your Customer Service Skills
Since outstanding customer service is crucial for this role, think of examples where you've gone above and beyond for clients. Share stories that illustrate your ability to build rapport and handle challenging situations effectively.
✨Prepare for Common Questions
Anticipate questions related to mortgage products, market trends, and client management. Practising your responses will help you feel more confident and articulate during the interview.
✨Ask Insightful Questions
At the end of the interview, be ready to ask thoughtful questions about the company culture, team dynamics, and expectations for the Mortgage & Protection Adviser role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
