Mortgage and Protection Adviser
Mortgage and Protection Adviser

Mortgage and Protection Adviser

London Full-Time 40000 - 60000 £ / year (est.) No home office possible
Go Premium
S

At a Glance

  • Tasks: Engage clients, generate leads, and provide exceptional service as a Mortgage and Protection Adviser.
  • Company: Join a dynamic team in the thriving mortgage industry at Shad Thames/Wapping.
  • Benefits: Enjoy uncapped commission, a company car or allowance, and dedicated training for career growth.
  • Why this job: This role offers a clear career path and the chance to make a real impact on clients' lives.
  • Qualifications: Must hold CeMAP qualification or equivalent and have experience in Mortgage and Protection advising.
  • Other info: Full-time office-based role with flexible hours and a supportive work environment.

The predicted salary is between 40000 - 60000 £ per year.

To be considered for this role, you must hold CeMAP qualification or equivalent.

What’s on offer to you as a Mortgage and Protection Adviser?

  • On target earnings of £40,000 to £60,000+ per year
  • Fully uncapped commission scheme
  • £22,000 - £28,000 Basic salary (dependent on experience)
  • Guaranteed monthly payments whilst building a pipeline, for up to 6 months
  • Company car, OR £250 monthly car allowance
  • Company laptop
  • Dedicated training and coaching to support your ongoing development and progression
  • A chance to build on your career, with a set, clear career path
  • Employee 24/7 Assistance Programme

What do you need to be good at?

  • Engaging with people from all walks of life. You’re able to hold conversations to establish their needs and wants.
  • You communicate effectively through email, phone, face to face and on videos for our social channels.
  • Spinning a lot of plates, you’ve mastered multitasking and excel at managing numerous responsibilities and tasks.
  • Maintaining relationships through regular contact with vendors, buyers and developers to capitalise on all opportunities whilst ensuring a high level of customer service and engagement is sustained.
  • Collaborating with your peers within your branch to build relationships to assist in identifying opportunities for referrals.
  • Taking accountability for your KPIs through proactively seeking new opportunities whilst maintaining existing relationships.
  • Strong presence in front of a camera where you appeal to and engage with your audience to maximize your reach.

Your responsibilities as a Mortgage and Protection Adviser:

  • Generate and maintain your own client relationships and business, maximise in-branch opportunities and thrive within a challenging yet stimulating environment.
  • Follow up on in-branch leads generated by the Estate Agency team and maximise value from each client.
  • Generate your own leads and business.
  • Work in tandem with the Estate Agency team, Admin team, Training and Development team, Compliance team and Divisional Sales Director to ensure as efficient a process as possible for the client.
  • Provide exceptional client care and experience from beginning to end, going above and beyond to provide the highest possible level of customer service.

Working Hours:

This role is full time office based Monday - Friday 08:30 - 18:00 Alternate Saturdays 09:00 - 17:00 Day off in lieu when working a Saturday.

The finer details:

  • It is essential that you currently hold CeMAP qualification, or an industry equivalent qualification.
  • Experience of Mortgage and Protection Advising is essential.
  • We are currently conducting some interviews using video software.
  • To be eligible to proceed in our recruitment process, you will need legal entitlement to live and work in the UK (in accordance with the Immigration Asylum and Nationality Act 2006).
  • We’ll need evidence of your right to work in the UK, in the form of: Passport/Birth Certificate.
  • We will also need Proof of Address, National Insurance, Full UK Driving Licence.
  • * Subject to passing probationary period.
S

Contact Detail:

Spicerhaart Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage and Protection Adviser

✨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 role and may even lead to referrals.

✨Tip Number 2

Familiarise yourself with the latest trends and regulations in the mortgage market. Being knowledgeable about current issues will not only boost your confidence but also impress potential employers during interviews.

✨Tip Number 3

Practice your communication skills, especially for video interviews. Since this role requires effective engagement through various channels, being comfortable on camera will help you stand out as a candidate.

✨Tip Number 4

Prepare to discuss your experience with client relationship management. Think of specific examples where you've successfully built and maintained relationships, as this is crucial for the role of a Mortgage and Protection Adviser.

We think you need these skills to ace Mortgage and Protection Adviser

CeMAP qualification or equivalent
Excellent Communication Skills
Customer Service Excellence
Relationship Management
Multitasking Abilities
Lead Generation
Sales Skills
Collaboration and Teamwork
Problem-Solving Skills
Attention to Detail
Time Management
Proactive Approach
Video Communication Skills
Understanding of Mortgage Products
Regulatory Knowledge in Financial Services

Some tips for your application 🫡

Highlight Your Qualifications: Make sure to clearly state your CeMAP qualification or any equivalent certification in your CV and cover letter. This is a crucial requirement for the role, so don’t let it get buried in your application.

Showcase Relevant Experience: Detail your experience as a Mortgage and Protection Adviser. Use specific examples of how you've engaged with clients, managed relationships, and generated leads. This will demonstrate your capability to excel in the role.

Tailor Your Application: Customise your CV and cover letter to reflect the skills and responsibilities mentioned in the job description. Emphasise your ability to multitask, communicate effectively, and provide exceptional client care.

Prepare for Video Interviews: Since interviews may be conducted via video software, practice speaking clearly and confidently on camera. Ensure you have a professional background and good lighting to make a positive impression.

How to prepare for a job interview at Spicerhaart

✨Showcase Your CeMAP Qualification

Make sure to highlight your CeMAP qualification or any equivalent during the interview. This is a key requirement for the role, and demonstrating your expertise will set you apart from other candidates.

✨Demonstrate Your Communication Skills

Since the role involves engaging with clients from various backgrounds, practice articulating your thoughts clearly. Be prepared to discuss how you effectively communicate through different channels, including face-to-face, phone, and video.

✨Prepare for Scenario-Based Questions

Expect questions that assess your ability to multitask and manage client relationships. Think of examples from your past experience where you successfully handled multiple responsibilities while maintaining high customer service standards.

✨Familiarise Yourself with the Company Culture

Research the company’s values and culture before the interview. Understanding their approach to client care and teamwork will help you align your answers with what they are looking for in a Mortgage and Protection Adviser.

Mortgage and Protection Adviser
Spicerhaart
Location: London
Go Premium

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

S
  • Mortgage and Protection Adviser

    London
    Full-Time
    40000 - 60000 £ / year (est.)
  • S

    Spicerhaart

    100-250
Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>