Mortgage & Protection Advisor
Mortgage & Protection Advisor

Mortgage & Protection Advisor

Stockport Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Provide expert mortgage and protection advice while managing client applications.
  • Company: Join a thriving mortgage brokerage with over a decade of success in the industry.
  • Benefits: Enjoy uncapped commission, a competitive salary, and no weekend work!
  • Why this job: Gain control over your schedule and work with pre-qualified leads for better earnings.
  • Qualifications: Must have CeMAP 1, 2 & 3 and a strong sales background.
  • Other info: Be part of a supportive team dedicated to professional development.

The predicted salary is between 36000 - 60000 £ per year.

Up to £40,000 Base Salary | OTE £70,000+ 25% - 40% Uncapped Commission Splits (No thresholds) Monday - Friday! (No weekends!)

Are you a seasoned Mortgage & Protection Advisor with at least 18 months of experience? Are lower lead volumes impacting your earnings, or do you feel undervalued with commission splits under 20%? If you’re seeking a steady flow of pre-qualified leads—directly booked into your diary—and the freedom to control your day, this role could be your next big move.

About the Company: Our client is a well-established mortgage brokerage, thriving for over a decade, with a dedicated back-office team offering comprehensive, whole-of-market advice across the UK and internationally. Due to high demand, the team is expanding to provide immediate support to new Mortgage & Protection clients.

Key Responsibilities:

  • Offer expert advice and recommendations on mortgage and protection products
  • Oversee applications from start to completion, collaborating with administrators and paraplanners as needed
  • Ensure all client files meet company, network, and regulatory standards
  • Keep client records and management systems up to date
  • Respond promptly to client and introducer inquiries
  • Maintain compliance with all company, regulatory, and network rules
  • Stay informed about industry and market developments
  • Maintain professional qualifications and continue with ongoing professional development

Role Requirements:

  • CeMAP 1, 2 & 3 essential
  • Whole-of-market experience preferred
  • Strong track record in sales or managing a busy, deadline-driven workload
  • Motivated, with a proven success record
  • Excellent written and verbal communication skills

This is a fantastic opportunity to join a growing Mortgage team as a valued member. If this sounds like the role for you, apply today or reach out to Jay Garratt at Consegna Talent for more information!

Mortgage & Protection Advisor employer: Consegna

As a leading mortgage brokerage with over a decade of success, we pride ourselves on being an exceptional employer that values its employees. Our supportive work culture fosters professional growth, offering comprehensive training and a steady flow of pre-qualified leads to maximise your earning potential. With no weekend work and uncapped commission splits, we provide a rewarding environment where you can thrive both personally and professionally.
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Contact Detail:

Consegna Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage & Protection Advisor

✨Tip Number 1

Network with other professionals in the mortgage and protection industry. Attend local events or join online forums to connect with potential colleagues and clients. This can help you gain insights into the market and may lead to referrals.

✨Tip Number 2

Stay updated on the latest mortgage products and regulatory changes. Subscribe to industry newsletters or follow relevant social media accounts. This knowledge will not only boost your confidence but also impress potential employers during discussions.

✨Tip Number 3

Prepare for the interview by practising common questions related to mortgage advising. Think about your past experiences and how they relate to the role. Being able to articulate your successes and challenges will demonstrate your expertise.

✨Tip Number 4

Research the company thoroughly before applying. Understand their values, mission, and the specific services they offer. Tailoring your approach to align with their goals can make a significant difference in how you present yourself.

We think you need these skills to ace Mortgage & Protection Advisor

CeMAP 1, 2 & 3 Certification
Whole-of-Market Knowledge
Sales Expertise
Client Relationship Management
Regulatory Compliance
Attention to Detail
Time Management
Excellent Written Communication
Excellent Verbal Communication
Problem-Solving Skills
Negotiation Skills
Market Awareness
Adaptability
Team Collaboration

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience as a Mortgage & Protection Advisor. Include specific achievements, such as sales targets met or exceeded, and any relevant qualifications like CeMAP 1, 2 & 3.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the industry. Mention your experience with whole-of-market advice and how you can contribute to the company's success.

Highlight Relevant Skills: In your application, emphasise your strong communication skills and ability to manage client relationships. Provide examples of how you've maintained compliance and kept records up to date in previous roles.

Showcase Continuous Learning: Mention any ongoing professional development or training you've undertaken. This demonstrates your commitment to staying informed about industry developments and maintaining your qualifications.

How to prepare for a job interview at Consegna

✨Showcase Your Experience

Make sure to highlight your 18 months of experience as a Mortgage & Protection Advisor. Be prepared to discuss specific cases where you successfully managed client applications and provided expert advice.

✨Demonstrate Your Knowledge

Stay updated on the latest mortgage and protection products. During the interview, mention any recent industry developments or changes in regulations that could impact clients, showcasing your commitment to ongoing professional development.

✨Prepare for Scenario Questions

Expect scenario-based questions that assess your problem-solving skills. Think about how you would handle various client situations, from managing deadlines to ensuring compliance with regulatory standards.

✨Ask Insightful Questions

Prepare thoughtful questions about the company’s approach to lead generation and support for advisors. This shows your interest in the role and helps you gauge if the company aligns with your career goals.

Mortgage & Protection Advisor
Consegna
C
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