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- Tasks: Advise clients on mortgages and protection products, identifying new business opportunities.
- Company: Join a growing national financial planning firm with a focus on inclusivity and client care.
- Benefits: Earn up to £40,000 plus bonuses, enjoy home-based work, and access great company perks.
- Why this job: Be part of a supportive team culture while helping clients achieve their financial goals.
- Qualifications: Must be a qualified Mortgage Advisor with 3+ years of experience in mortgage and protection advice.
- Other info: This is a mid-senior level, full-time role based in Newcastle with flexible working options.
The predicted salary is between 28800 - 48000 £ per year.
Join to apply for the Mortgage and Protection Advisor role at Sahasraa Solutions. This employed, home-based Mortgage & Protection Advisor job is within a growing national financial planning firm. As a Mortgage & Protection Advisor, you will benefit from a regular flow of mortgage leads, often with affluent clients. The company emphasizes providing holistic advice including protection products.
You are expected to proactively identify additional business opportunities to support the business and increase your output. The firm values high client and team member retention, fostering an inclusive team culture. This is a home-based role, primarily advising via video or telephone, with some face-to-face meetings as needed. Support is provided by Mortgage Administrators.
Mortgage Advisor Requirements- Current Mortgage Advisor with experience delivering quality client service
- Ideally 3+ years mortgage advice experience, preferably in a whole of market/multi-tied environment
- At least 3+ years protection advice experience
- Fully CeMAP qualified or equivalent; those working towards advanced CeMAP and Lifetime Mortgage qualifications are desirable
- Enthusiastic, forward-thinking, committed to doing the right thing, and caring for clients and colleagues
This growing IFA firm is led by respected industry professionals, committed to an inclusive culture and goal-based financial planning. They aim to create a great workplace with a friendly, fair, and supportive environment, promoting wellbeing and rewarding staff generously.
Benefits- Salary up to £40,000 plus bonuses
- Company benefits including pension, life assurance, income protection, health cash plans, and salary exchanges
- Ongoing wellbeing programmes
- Home-based working with occasional visits to their Newcastle office (discussed at interview)
Locations: Newcastle
Contact Detail:
Sahasraa Solutions 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 financial planning industry, especially those who are already working as Mortgage Advisors. Attend local finance-related events or webinars to connect with potential colleagues and learn more about the company culture at Sahasraa Solutions.
✨Tip Number 2
Familiarise yourself with the latest trends in mortgage and protection products. Being knowledgeable about current market conditions and new offerings will help you stand out during interviews and demonstrate your commitment to providing holistic advice.
✨Tip Number 3
Prepare to discuss specific examples of how you've proactively identified business opportunities in your previous roles. This will showcase your ability to contribute to the growth of the firm and align with their emphasis on client retention and team culture.
✨Tip Number 4
Practice your communication skills, particularly for video and telephone interactions. Since this role involves advising clients remotely, being articulate and personable over these platforms is crucial for building rapport and trust with potential clients.
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 experience as a Mortgage Advisor and your qualifications, such as being fully CeMAP qualified. Emphasise your 3+ years of mortgage and protection advice experience, showcasing any relevant achievements.
Craft a Compelling Cover Letter: Write a cover letter that reflects your enthusiasm for the role and the company. Mention your commitment to providing holistic advice and how you can contribute to the inclusive culture at Sahasraa Solutions.
Showcase Client Service Skills: In your application, provide examples of how you've delivered quality client service in previous roles. Highlight your ability to build relationships with clients, especially affluent ones, and your proactive approach to identifying business opportunities.
Prepare for Video Interviews: Since this is a home-based role primarily conducted via video or telephone, practice your video interview skills. Ensure you have a professional background, good lighting, and a clear understanding of the company's values and services.
How to prepare for a job interview at Sahasraa Solutions
✨Showcase Your Experience
Make sure to highlight your 3+ years of mortgage and protection advice experience during the interview. Be prepared to discuss specific cases where you delivered quality client service, as this will demonstrate your capability and fit for the role.
✨Understand the Company Culture
Research Sahasraa Solutions and their commitment to an inclusive team culture. During the interview, express how your values align with theirs, particularly in fostering a supportive environment and promoting wellbeing among colleagues.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and ability to identify additional business opportunities. Think of examples from your past experiences where you successfully identified and acted on such opportunities.
✨Demonstrate Your Enthusiasm
Show your enthusiasm for the role and the financial planning industry. Discuss your commitment to doing the right thing for clients and colleagues, as this aligns with the company's values and will leave a positive impression.
