At a Glance
- Tasks: Provide mortgage and protection advice to high-net-worth clients in a supportive team environment.
- Company: Join a successful, independent mortgage brokerage with a strong reputation and loyal client base.
- Benefits: Enjoy a competitive salary, generous holiday entitlement, and a contributory pension scheme.
- Why this job: This role offers warm leads, professional growth, and a friendly team culture focused on success.
- Qualifications: Must have mortgage advising experience and hold the full CeMAP qualification or equivalent.
- Other info: Opportunities for salary progression and lucrative commission structure leading to high earnings.
The predicted salary is between 30000 - 45000 £ per year.
My client is a very well established, successful, Directly Authorised Independent Mortgage Brokerage. The company's main aim is to provide the best and most impartial advice available to its clientele. The firm's clients are frequently of a HNW nature.
Due to business growth, the company is currently looking for an additional employed Mortgage and Protection Advisor (handling mainly Residential and BTL cases) to join their established team based within their South West London office.
In addition to the large existing base of loyal clients that the company has, they also gain numerous client referrals/recommendations each week. The firm also owns a separately located and branded estate agency business that provides the brokerage with an additional approximate 40 new mortgage client appointments each month.
Within this employed, office-based position, key role features include:
- You would provide mortgage and protection advice from the whole of the market.
- Warm client leads that are often of a HNW nature will be provided to you; in turn, you are not at all required to have your own client base for this role.
- Your administration would be completed by an in-house administration team who will key/submit your cases via the various lenders' online portals/platforms, allowing you to spend more time speaking with and meeting with clients.
- Once your case has been submitted, the administration team will then regularly liaise with your clients, lenders, solicitors, and yourself, seeing your cases through to their successful completion.
- You would also benefit from the compliance support provided in-house by the firm's Compliance Manager.
- You will work within both a professional environment and within a successful, friendly, and helpful team of experienced Advisors.
Key candidate attributes:
- Mortgage advising experience is essential (preferably within the independent market).
- You must hold the full CeMAP qualification (or equivalent).
- Excellent communication skills (both English written and verbal).
- Strong organisation and time management skills.
- My client is keen to hire candidates who are ambitious, driven/committed to succeeding, whilst also being a team player.
The successful candidate will receive a competitive starting basic salary of £30,000, which subject to your performance will increase to £35,000 at the end of the first year, then at the end of the second year the salary increases further to £40,000, and then at the end of your third year your basic salary can increase again to £45,000. Plus a lucrative commission structure earned within the role leading to a first-year annual OTE of £65,000 to £70,000 (and then more year on year thereafter; certain existing Advisors at the firm earn £100,000+ per annum).
The successful candidate will also benefit from receiving generous paid holiday entitlement (which rises with service) and a contributory pension scheme.
If you are interested in this vacancy and if you believe that your experience/skill-set is well suited to the role, then please do apply online.
Contact Detail:
Your Mortgage Recruiter Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage and Protection Advisor
✨Tip Number 1
Network with professionals in the mortgage industry, especially those who work in high-net-worth (HNW) environments. Attend industry events or join relevant online forums to connect with potential colleagues and gain insights into the company culture.
✨Tip Number 2
Familiarise yourself with the latest mortgage products and market trends, particularly those that cater to HNW clients. This knowledge will not only boost your confidence but also demonstrate your commitment to providing top-notch advice during interviews.
✨Tip Number 3
Prepare to discuss your previous experience in mortgage advising, focusing on how you've successfully handled client relationships and provided tailored solutions. Use specific examples to illustrate your skills and achievements.
✨Tip Number 4
Showcase your teamwork abilities by highlighting instances where you've collaborated with others to achieve common goals. Since this role involves working within a team of experienced advisors, demonstrating your ability to contribute positively to a group dynamic is crucial.
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 mortgage advising experience, particularly within the independent market. Emphasise your CeMAP qualification and any relevant skills that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your communication skills and explains why you are a good fit for the role. Mention your ambition and commitment to succeeding as part of a team, as these are key attributes the company is looking for.
Highlight Relevant Experience: In your application, focus on your previous roles where you provided mortgage and protection advice. Include specific examples of how you have successfully managed client relationships and handled cases, especially those involving high-net-worth clients.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. 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 Your Mortgage Recruiter Ltd
✨Showcase Your Mortgage Knowledge
Make sure to brush up on your mortgage and protection knowledge before the interview. Be prepared to discuss different types of mortgages, market trends, and how you can provide impartial advice to clients, especially those who are high-net-worth individuals.
✨Demonstrate Communication Skills
Since excellent communication is key in this role, practice articulating your thoughts clearly and confidently. You might be asked to explain complex mortgage concepts, so ensure you can do this in a way that’s easy for clients to understand.
✨Highlight Teamwork Experience
The company values team players, so be ready to share examples of how you've successfully worked within a team in the past. Discuss how collaboration has led to better outcomes for clients or improved processes.
✨Prepare Questions About the Role
Have a few insightful questions ready about the company and the role itself. This shows your genuine interest and helps you assess if the company culture aligns with your values, especially regarding their commitment to client service.