Mortgage & Protection Advisor
Mortgage & Protection Advisor

Mortgage & Protection Advisor

Full-Time 28000 - 35000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Help clients navigate mortgage options and ensure a smooth application process.
  • Company: Join a thriving brokerage with a focus on first-time buyers and high-net-worth clients.
  • Benefits: Enjoy hybrid work, full admin support, and a fun working environment.
  • Why this job: High earning potential with access to numerous leads and a supportive team culture.
  • Qualifications: Must have CeMAP qualification and at least one year of relevant experience.
  • Other info: Opportunity to work across different branches and build lasting relationships.

The predicted salary is between 28000 - 35000 £ per year.

Salary; 28k-35k basic (Realistic OTE 72k-90k) We are working with a thriving brokerage who are looking for a mortgage & protection advisor to join their team and work out of one of their estate agent branches. They deal with a lot of First Time Buyers, BTL, Remortgages and you can also do the protection side of the mortgage too. You would have access to all of the leads that come through the business, they work with a lot of HNW clients so you the earning potential is high! Responsibilities of a Mortgage & Protection Advisor; * Advise customers on their whole of market mortgage options, using their in-house software. * Ensure customers are fully informed throughout the process. * Work alongside their case management team to ensure the mortgage application is smooth for the customer. * Work closely with the estate agency team, creating a lasting relationship. * Create and improve the process with the estate agents, to ensure leads are being fed across properly. * Ensure all of your work is completed to high standards and is compliant. Requirements to Become a Mortgage & Protection Advisor here; * Must hold full CeMAP qualification. * At least 1 years experience in mortgage and protection advice (whole of market) * Estate agent background (preferred but not essential) * Based across different branches Benefits of joining as a Mortgage & Protection Advisor here; * All leads provided. * Hybrid. * Full admin support. * Fun working environment If you are a Mortgage & Protection Advisor seeking a new role, please apply

Mortgage & Protection Advisor employer: Placing Faces

Join a dynamic brokerage that prioritises employee growth and offers a vibrant work culture, perfect for Mortgage & Protection Advisors. With access to a wealth of leads and full administrative support, you can thrive in a hybrid working environment while building lasting relationships with clients and estate agents. This role not only promises high earning potential but also fosters a fun and collaborative atmosphere, making it an excellent choice for those seeking meaningful and rewarding employment.
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Contact Detail:

Placing Faces Recruiting Team

StudySmarter Expert Advice 🤫

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

✨Tip Number 1

Familiarise yourself with the specific mortgage products and services offered by the brokerage. Understanding their unique selling points will help you articulate how you can add value to their team during interviews.

✨Tip Number 2

Network with current employees or industry professionals who have experience in mortgage and protection advice. They can provide insights into the company culture and expectations, which can be invaluable during your discussions.

✨Tip Number 3

Prepare to discuss your previous experiences with high-net-worth clients. Highlighting your ability to manage relationships and provide tailored advice will demonstrate your suitability for this role.

✨Tip Number 4

Showcase your understanding of compliance and regulatory requirements in the mortgage sector. Being knowledgeable about these aspects will reassure the employer of your professionalism and commitment to high standards.

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

CeMAP Qualification
Mortgage Market Knowledge
Protection Advice Expertise
Customer Service Skills
Communication Skills
Relationship Building
Attention to Detail
Compliance Knowledge
Case Management Coordination
Sales Skills
Problem-Solving Skills
Time Management
Adaptability
Team Collaboration

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your relevant experience in mortgage and protection advice. Emphasise your CeMAP qualification and any previous roles that involved working with first-time buyers or high-net-worth clients.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the industry. Mention specific experiences that demonstrate your ability to advise customers effectively and work collaboratively with estate agents.

Highlight Compliance Knowledge: Since compliance is crucial in this role, include any relevant training or experience you have in ensuring that all work meets high standards and regulatory requirements.

Showcase Your Communication Skills: In both your CV and cover letter, provide examples of how you've successfully communicated with clients and colleagues. This will demonstrate your ability to keep customers informed and build lasting relationships.

How to prepare for a job interview at Placing Faces

✨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 products will show that you're well-prepared and serious about the position.

✨Demonstrate Your Experience

Be ready to discuss your previous experience in mortgage and protection advice. Share specific examples of how you've successfully assisted clients, particularly first-time buyers or high-net-worth individuals, as this aligns with the company's clientele.

✨Emphasise Team Collaboration

Since the role involves working closely with both the case management team and estate agents, be prepared to talk about your teamwork skills. Provide examples of how you've collaborated with others to ensure a smooth process for clients.

✨Prepare Questions About the Process

Show your interest in the company by preparing thoughtful questions about their processes and how they handle leads. This not only demonstrates your enthusiasm but also gives you insight into how you can contribute to improving their operations.

Mortgage & Protection Advisor
Placing Faces
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