Mortgage & Protection Advisor
Mortgage & Protection Advisor

Mortgage & Protection Advisor

York Full-Time 30000 - 35000 £ / year (est.) No home office possible
Go Premium
R

At a Glance

  • Tasks: Help customers navigate their mortgage and protection journey while building strong relationships.
  • Company: Join a leading name in property and financial services, based in York.
  • Benefits: Enjoy uncapped commission, comprehensive training, and incentive trips for top performers.
  • Why this job: Be part of a supportive team that rewards hard work and champions diversity.
  • Qualifications: Must be CeMAP qualified with experience in mortgage and protection advisory roles.
  • Other info: This role offers clear career progression and admin support to help you succeed.

The predicted salary is between 30000 - 35000 £ per year.

Location: Office based (York)

Base Salary: £30,000 - £35,000

On-Target Earnings (OTE): £55,000 - £75,000

I’m working with a leading name in the property and financial services sector, and we’re looking for a driven Mortgage & Protection Advisor to join the team in York. This is a fantastic opportunity for someone with CeMAP (or equivalent) who thrives in a fast-paced, customer-focused, and target-driven environment.

What’s on offer:

  • Uncapped commission & bonus schemes
  • Comprehensive training & ongoing development
  • Warm leads from estate agency colleagues
  • Discounts on property-related services
  • Clear career progression path
  • Admin support & agile tech tools
  • Supportive, rewarding work environment
  • Incentive trips for top performers

You’ll need to:

  • Be CeMAP qualified (or equivalent)
  • Have Mortgage & Protection Advisor experience
  • Have the confidence to generate new business
  • Deliver outstanding customer service
  • Be resilient, positive, and detail-focused
  • Have excellent communication skills (verbal and written)
  • Be IT literate and hold a full UK driving licence

Key responsibilities:

  • Build strong relationships with estate agency colleagues
  • Guide customers through the full mortgage and protection journey
  • Provide tailored advice on products and services
  • Contribute to team success and share best practice

If you’re passionate about delivering a brilliant customer experience and looking for a role where your hard work is genuinely rewarded, drop me a message to find out more or apply confidentially.

This employer champions diversity, inclusion, and equal opportunity - encouraging applications from all backgrounds.

R

Contact Detail:

Rayner Personnel Recruiting Team

StudySmarter Expert Advice 🤫

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

✨Tip Number 1

Network with professionals in the property and financial services sector. Attend local events or join online forums where you can connect with current Mortgage & Protection Advisors. This can give you insights into the role and potentially lead to referrals.

✨Tip Number 2

Familiarise yourself with the latest mortgage products and market trends. Being knowledgeable about current offerings will not only boost your confidence but also impress potential employers during discussions.

✨Tip Number 3

Prepare for role-specific scenarios that may come up during interviews. Think about how you would handle various customer situations, as demonstrating your problem-solving skills can set you apart from other candidates.

✨Tip Number 4

Showcase your communication skills by engaging in mock interviews with friends or mentors. Practising how to articulate your experience and approach to customer service can help you feel more prepared and confident when it’s time to interview.

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

CeMAP qualification (or equivalent)
Mortgage & Protection Advisory experience
Customer service excellence
Business development skills
Resilience and positivity
Attention to detail
Excellent verbal communication skills
Strong written communication skills
IT literacy
Full UK driving licence
Relationship building with estate agency colleagues
Tailored product and service advice
Team collaboration and contribution
Adaptability in a fast-paced environment

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your CeMAP qualification and any relevant experience as a Mortgage & Protection Advisor. Use specific examples to demonstrate your customer service skills and ability to generate new business.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the property and financial services sector. Mention how your skills align with the job requirements, particularly your resilience and communication abilities.

Highlight Relevant Achievements: In your application, include any achievements related to sales targets or customer satisfaction. This will help you stand out as a driven candidate who can contribute to team success.

Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in this role.

How to prepare for a job interview at Rayner Personnel

✨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 understanding of mortgage processes will show that you're well-prepared and serious about the position.

✨Demonstrate Customer Service Skills

Prepare examples of how you've delivered outstanding customer service in previous roles. The company values a customer-focused approach, so sharing specific instances where you went above and beyond will help you stand out.

✨Be Ready to Discuss Business Generation

Since generating new business is crucial for this role, think of strategies you've used in the past to attract clients. Be prepared to discuss how you can leverage warm leads and build relationships with estate agency colleagues.

✨Exhibit Resilience and Positivity

The interviewers will be looking for candidates who are resilient and positive, especially in a target-driven environment. Share stories that illustrate your ability to stay motivated and focused, even when faced with challenges.

Mortgage & Protection Advisor
Rayner Personnel
Location: York
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

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