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For Companies At a Glance
- Tasks: As a Mortgage Advisor, you'll connect with leads and develop your own business strategy.
- Company: Join a well-established Financial Planning and Mortgage Advisory firm with nearly 30 years of experience.
- Benefits: Enjoy a supportive environment with no micromanagement and opportunities for self-generated business.
- Why this job: This role offers autonomy, growth potential, and a collaborative team culture.
- Qualifications: You must hold a CeMAP qualification and ideally have experience as a Mortgage Advisor.
- Other info: The company has a strong track record of employee satisfaction and support.
The predicted salary is between 36000 - 60000 £ per year.
Are you a current or previous Mortgage Advisor looking to join a business with no micromanagement? In this role, the business will support you by buying in leads for you to contact. This is a proven source of business used by their Mortgage Advisors. You should also be proactive and look to self-generate business where possible. The most effective Mortgage Advisors write a business plan to help structure their business development. The Practice Principal believes his team of Mortgage Advisors should work at their own pace and will not micromanage you.
Mortgage Advisor Requirements
- You must hold your CeMAP qualification.
- Ideally, you should be a current Mortgage Advisor. However, they would consider individuals looking to return to Financial Services.
- Individuals who can self-generate some business would be advantageous.
The Company
Our client is a long-established Financial Planning and Mortgage Advisory firm of nearly 30 years. Through their successful model, they have undertaken a period of growth and now have a team of over 40 Financial Advisors and Mortgage Advisors. Premier Jobs UK has worked closely with their Management team and has introduced over 70% of their team! Financial Advisors and Mortgage Advisors who join this firm consistently are delighted with their decision and appreciate the support.
Contact Detail:
Click To Hired Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Advisor
✨Tip Number 1
Familiarise yourself with the company's business model and values. Understanding how they support their Mortgage Advisors, especially through lead generation, will help you align your approach and demonstrate your enthusiasm for their unique working environment.
✨Tip Number 2
Prepare to discuss your business development strategies in detail. Since self-generating business is advantageous, think of specific examples where you've successfully done this in the past, and be ready to share your ideas on how you would continue to do so in this role.
✨Tip Number 3
Showcase your CeMAP qualification confidently. Be prepared to explain how your knowledge and skills from this qualification can directly benefit the firm and its clients, reinforcing your suitability for the Mortgage Advisor position.
✨Tip Number 4
Network with current or former employees if possible. Engaging with them can provide valuable insights into the company culture and expectations, which you can leverage during your discussions to show that you're a great fit for their team.
We think you need these skills to ace Mortgage Advisor
Some tips for your application 🫡
Highlight Your Qualifications: Make sure to prominently feature your CeMAP qualification in your CV and cover letter. This is a key requirement for the Mortgage Advisor role, so don’t let it get buried in the details.
Showcase Your Experience: If you are a current or previous Mortgage Advisor, detail your relevant experience. Use specific examples of how you have successfully generated business and supported clients in the past.
Business Plan Insight: Mention your ability to create a business plan for your development. This shows that you are proactive and understand the importance of structuring your approach to business generation.
Tailor Your Application: Customise your application to reflect the company’s values and culture. Emphasise your desire for a non-micromanaged environment and your ability to work independently, aligning with what the company seeks in a Mortgage Advisor.
How to prepare for a job interview at Click To Hired
✨Showcase Your CeMAP Qualification
Make sure to highlight your CeMAP qualification during the interview. This is a key requirement for the role, and demonstrating your knowledge and expertise in mortgage advice will set you apart from other candidates.
✨Discuss Your Business Plan
Prepare to talk about your business plan and how you intend to self-generate leads. The company values proactive Mortgage Advisors, so showcasing your strategic approach to business development will impress the interviewers.
✨Emphasise Your Independence
Since the company promotes a non-micromanagement culture, express your ability to work independently. Share examples of how you've successfully managed your workload and generated business without constant oversight.
✨Research the Company’s Growth
Familiarise yourself with the company's history and recent growth. Understanding their successful model and how they support their advisors will allow you to align your answers with their values and demonstrate your genuine interest in joining their team.
