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- Tasks: Help customers find the best mortgage and insurance options while providing top-notch service.
- Company: Join MoneyQuest, part of a leading UK mortgage network with a focus on employee wellbeing and community.
- Benefits: Enjoy hybrid working, competitive salary, commission, charity days, and discounts on shopping.
- Why this job: Be part of a supportive culture that values your input and encourages personal growth.
- Qualifications: Experience as a mortgage advisor is preferred; understanding of the mortgage market is essential.
- Other info: We celebrate diversity and welcome applicants from all backgrounds.
The predicted salary is between 28000 - 50000 £ per year.
We are looking for a Mortgage and Protection Advisor to join us on a full-time, permanent basis, hybrid working ideally at least one day in the Basildon office per week. In return, you will receive a salary of up to £28,000 per annum plus additional monthly commission. Typical annual OTE £40,000; however, high performers' annual OTE can be up to £50,000.
About us: A subsidiary of Stonebridge Mortgage Solutions Ltd, MoneyQuest is part of one of the leading mortgage and protection Networks in the UK with a professional community of over 1,000 mortgage advisors. We are passionate about what we do; our people matter, their opinions, insights, and enthusiasm are key to our success. We value and look after people, are big on employee wellbeing, we are socially and environmentally responsible, and like to get involved in charity work. We consistently look for ways to create a better future, back each other, and most importantly, do the right thing.
- Great company culture
- 2 days off per annum for charity/community volunteering
- 2 half days paid leave for 'me time' to support mental and physical wellbeing
- 1 day paid leave for 'team time' joining your team in a volunteering/community service activity
- Full programme of employee engagement activities
- Company reward and recognition schemes
- Discounts off online and high street shopping through our employee benefits platform
- Company sick pay
- Option to buy/sell up to 5 additional days annual leave
- Bike to work scheme
- Pension
- Employee Assistance Programme
- £500 employee referral scheme
- Death in service insurance cover
- Critical illness insurance cover
The role: The Mortgage and Protection Advisor deals directly with customers, to provide them with mortgage products and insurance policies. They must gather sufficient information to enable them to fully understand the customer’s financial circumstances, identify their preferences, and financial objectives. This ensures that any recommendations are the most suitable, best-value options. Each must be a good fit for the individual’s customer and meet all regulatory requirements and expectations based on Stonebridge standards. In addition, the Mortgage and Protection Advisor must ensure that the business generated reflects the objectives of the company to meet their business goals. As well as providing excellent customer service to the end consumer, the Mortgage and Protection Advisor must establish and maintain relationships with key Introducers who are vital to ensure the ongoing channel of new potential customers to the business. The role includes proactive, self-driven generation of sales opportunities, as well as maximizing existing leads, by phone and email contact. The role also includes responsibility for ensuring all team-specific spreadsheets are updated with financial data, as well as information drawn from Revolution.
Key responsibilities:
- Achieve target sales by converting new client enquiries
- Book and complete new appointments with clients
- Identify/recommend mortgage products & insurance policies that meet client objectives
- Recommend mortgage products & insurance policies that meet MQ business objectives
- Build relationships with key Introducers
- Deliver exceptional service to clients, reflected in positive feedback
- Proactively drive new lead referrals
- Achieve target of securing an offer within 2-4 weeks, working with the Admin team
- Deliver compliantly completed cases, meeting all regulatory & standard requirements
- Maintain and grow competence across mortgage and insurance markets and products
Requirements:
- Experience as a mortgage advisor is ideal
- Understanding of the Mortgage Market
How to apply: Apply with CV. If you require any reasonable adjustments for any part of the recruitment process, please let our recruitment team know. Individuals with different cultures, perspectives, and experiences are at the heart of the way Stonebridge works. We are committed to equality of opportunity and welcome applications from everyone regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief, marriage and civil partnerships, and ex-offenders.
Mortgage and Protection Advisor employer: Stonebridge Group - Mortgage & Insurance Network
Contact Detail:
Stonebridge Group - Mortgage & Insurance Network Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage and Protection Advisor
✨Tip Number 1
Familiarise yourself with the latest mortgage products and insurance policies available in the market. This knowledge will not only help you during interviews but also demonstrate your commitment to staying updated in a fast-paced industry.
✨Tip Number 2
Network with current or former Mortgage and Protection Advisors. They can provide valuable insights into the role and the company culture at MoneyQuest, which can help you tailor your approach when discussing your fit for the position.
✨Tip Number 3
Prepare to discuss your experience in building relationships with key introducers. Highlight any past successes in generating leads and converting enquiries, as this is crucial for the role and will set you apart from other candidates.
✨Tip Number 4
Showcase your understanding of regulatory requirements in the mortgage sector. Being able to articulate how you ensure compliance in your work will demonstrate your professionalism and suitability for the role at MoneyQuest.
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 relevant experience as a mortgage advisor. Emphasise your understanding of the mortgage market and any specific achievements in sales or customer service that align with the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping clients achieve their financial goals. Mention your ability to build relationships with key introducers and how you can contribute to the company's objectives.
Highlight Relevant Skills: In your application, focus on skills such as communication, sales, and customer service. Provide examples of how you've successfully converted client enquiries into sales and delivered exceptional service.
Showcase Your Values: Demonstrate your alignment with the company's values by mentioning any previous involvement in charity work or community service. This will show that you share their commitment to social responsibility and employee wellbeing.
How to prepare for a job interview at Stonebridge Group - Mortgage & Insurance Network
✨Know Your Products
Familiarise yourself with the mortgage and insurance products offered by the company. Be prepared to discuss how these products can meet various customer needs, as this will demonstrate your understanding of the market and your ability to provide tailored advice.
✨Showcase Your Customer Service Skills
Prepare examples of how you've delivered exceptional customer service in the past. Highlight situations where you went above and beyond to meet client needs, as this role heavily relies on building strong relationships with customers.
✨Understand Regulatory Requirements
Brush up on the regulatory standards that govern the mortgage and protection industry. Being able to discuss compliance and how you ensure adherence to these regulations will show your professionalism and commitment to ethical practices.
✨Demonstrate Proactivity
Be ready to share your strategies for generating leads and converting enquiries into sales. Discuss any proactive approaches you've taken in previous roles to drive business growth, as this aligns with the expectations of the Mortgage and Protection Advisor position.
