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For Companies At a Glance
- Tasks: Build relationships and provide expert advice on mortgages and protection products.
- Company: Scout Financial Services is a dynamic company focused on customer satisfaction and professional growth.
- Benefits: Enjoy remote work, generous holiday allowance, performance bonuses, and wellbeing discounts.
- Why this job: Join a supportive culture with dedicated training and opportunities for high earnings and career advancement.
- Qualifications: Must have CeMAP or MAQ certification and experience in mortgage and protection advisory roles.
- Other info: This role requires mandatory regulatory qualifications post-training.
The predicted salary is between 28000 - 30000 £ per year.
Remote, home based role
Between £28-£30,000 (depending on experience)
Year one OTE £50k+
Year two OTE £75k
As a Mortgage and Protection Advisor at Scout Financial Services, you will be responsible for building great relationships with our customers whilst providing accurate and up-to-date advice on our range of regulated products and services.
The Role
- Conducting sales opportunity calls with customers, building relationships and advising on our range of regulated products and services including Mortgages, Life Insurance, Critical Illness Cover and Income Protection.
- Building strong relationships within our estate agency partner Yopa to motivate them to refer their buyers and sellers to you and ensure your diary is always full of quality leads.
- Working with your administrator to proactively manage the customer experience from application to completion to ensure they receive exceptional service and come back for a re-mortgage and recommend us to their family and friends.
- Looking for referral opportunities to be sent over to our specialist partners in conveyancing, buildings & contents, commercial finance, equity release, investment and pension advice.
About You
- The role requires you to have proven skills and experience in the following areas: Certificate in Mortgage Advice and Practice (CeMAP) or Mortgage Advice Qualification (MAQ) and previous experience in advising customers on mortgage and protection products.
- You will be self-motivated and used to working in a home-based role and dealing with estate agents.
- You’ll have been a top performer in a leading mortgage brokerage.
- Previous experience in a customer-facing role, with excellent customer service skills and the ability to build strong relationships with customers, peers and more senior individuals.
- A good understanding of the mortgage and protection markets and to be able to demonstrate a passion for the sector.
- Strong communication skills, both written and verbal, and excellent interpersonal skills with the ability to overcome challenges.
Life at Scout
- Dedicated training and development
- Service discounts - for you your family and friends!
- Sickness & mental health support - to provide you with peace of mind
- Refer-a-friend bonus scheme - if you recommend us as a place to work
- Hybrid working - to support flexibility
- Wellbeing discounts - across food, retail and travel
- Generous holiday allowance - to switch off and relax
- Performance bonuses - to increase earning potential
- Company socials - to get away from the everyday and celebrate our successes
This role is deemed as a Certified role under the UK PRA & Financial Conduct Authority - Individual Accountabilities Regulations and following training, will require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.
Mortgage & Protection Advisor employer: Yopa
Contact Detail:
Yopa Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage & Protection Advisor
✨Tip Number 1
Familiarise yourself with the latest trends in the mortgage and protection markets. This knowledge will not only help you during interviews but also demonstrate your passion for the sector, which is crucial for a role like this.
✨Tip Number 2
Network with professionals in the industry, especially those who work with estate agents. Building these connections can lead to valuable referrals and insights that will enhance your application.
✨Tip Number 3
Prepare to discuss specific examples of how you've built strong customer relationships in previous roles. Highlighting your interpersonal skills and customer service experience will set you apart from other candidates.
✨Tip Number 4
Research Scout Financial Services thoroughly. Understanding their values, services, and market position will allow you to tailor your approach and show genuine interest in becoming part of their team.
We think you need these skills to ace Mortgage & Protection Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in mortgage advice and customer service. Include specific achievements that demonstrate your ability to build relationships and close sales.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the mortgage and protection sector. Mention your relevant qualifications, such as CeMAP or MAQ, and how your skills align with the role at Scout Financial Services.
Showcase Your Communication Skills: In your application, emphasise your strong written and verbal communication skills. Provide examples of how you've successfully communicated with clients and colleagues in previous roles.
Highlight Your Self-Motivation: Since this is a remote role, it's important to convey your self-motivation and ability to work independently. Share experiences where you successfully managed your time and workload without direct supervision.
How to prepare for a job interview at Yopa
✨Showcase Your Knowledge
Make sure to brush up on your understanding of mortgage and protection products. Be prepared to discuss specific products like Life Insurance and Income Protection, as well as current market trends. This will demonstrate your passion for the sector and your ability to provide informed advice.
✨Highlight Relationship-Building Skills
Since the role involves building strong relationships with customers and estate agents, be ready to share examples from your past experiences where you successfully developed these connections. Use specific anecdotes to illustrate your interpersonal skills and how they led to successful outcomes.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities and customer service skills. Think about challenges you've faced in previous roles and how you overcame them, particularly in a customer-facing context. This will show your capability to handle real-life situations effectively.
✨Demonstrate Self-Motivation
As this is a remote role, it's crucial to convey your self-motivation and ability to work independently. Share strategies you use to stay organised and productive while working from home, and highlight any relevant experience that showcases your ability to thrive in a home-based environment.
