Mortgage Adviser - Basildon
Mortgage Adviser - Basildon

Mortgage Adviser - Basildon

Basildon Full-Time 30000 - 42000 £ / year (est.) No home office possible
Go Premium
G

At a Glance

  • Tasks: Help clients secure mortgages and provide financial advice while working with a dynamic estate agency team.
  • Company: Join a leading independent property business known for its fantastic reputation and client database.
  • Benefits: Enjoy a competitive salary, quarterly bonuses, full admin support, and structured career progression.
  • Why this job: Be part of a successful team with great earning potential and opportunities for personal growth.
  • Qualifications: Experience as a mortgage adviser is essential; CAS Status preferred, along with strong relationship-building skills.
  • Other info: Work in a supportive environment focused on exceptional client service and compliance.

The predicted salary is between 30000 - 42000 £ per year.

Social network you want to login/join with:

Are you an experienced Mortgage and Protection Adviser looking to work for a market-leading independent property business with great progression and earning potential?

We are currently seeking an experienced Mortgage and Protection Adviser to join our client\’s successful team in the Basildon area.

Our client has multiple offices, offering a fantastic reputation and a database of clients, making them market leaders in their areas.

Salary and Benefits:

  • Basic Salary – £25,000, increasing after probation
  • Quarterly bonus structure
  • Full admin support (from sign-up through to case completion)
  • Additional commission for referring business, conveyancing, surveyors, etc.
  • Structured career progression and promotion opportunities

Mortgage and Protection Adviser job requirements:

  • Experience in a mortgage adviser position
  • Ideally CAS Status
  • Able to build and forge strong relationships
  • Analytical and able to research
  • Provide exceptional client service
  • Strong negotiation and influencing skills
  • Organised and effective time management
  • Detailed knowledge of FCA and the firm’s record-keeping requirements
  • Technical product knowledge in mortgage and protection arena

Mortgage and Protection Adviser duties:

  • Work effectively with the estate agency team to promote mortgage and financial services
  • Provide the highest level of customer care at all times
  • Convert booked appointments into business
  • Follow up with customers for missed opportunities
  • Maintain proactive ongoing customer contact
  • Provide holistic advice on general insurance, mortgage, and personal protection
  • Adhere to sales structure, advice quality, and compliance guidance at all times

#J-18808-Ljbffr

Mortgage Adviser - Basildon employer: GCB

Join a market-leading independent property business in Basildon, where your expertise as a Mortgage and Protection Adviser will be valued and rewarded. With a strong reputation, a supportive team, and structured career progression opportunities, you will thrive in a culture that prioritises exceptional client service and professional growth. Enjoy a competitive salary, quarterly bonuses, and full administrative support, allowing you to focus on building lasting client relationships and achieving your career goals.
G

Contact Detail:

GCB Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage Adviser - Basildon

✨Tip Number 1

Network with professionals in the mortgage and property industry. Attend local events or join online forums where you can connect with other advisers and potential clients. Building relationships can lead to referrals and job opportunities.

✨Tip Number 2

Familiarise yourself with the latest trends and regulations in the mortgage sector. Staying updated on FCA guidelines and market changes will not only enhance your knowledge but also demonstrate your commitment to potential employers.

✨Tip Number 3

Consider reaching out directly to the company’s current employees via LinkedIn. Ask them about their experiences and any tips they might have for applying. This insider information can give you an edge during the interview process.

✨Tip Number 4

Prepare for the interview by practising common questions specific to mortgage advising. Focus on demonstrating your analytical skills and ability to build relationships, as these are key traits for the role. Role-playing with a friend can help you feel more confident.

We think you need these skills to ace Mortgage Adviser - Basildon

Mortgage Advisory Experience
Protection Insurance Knowledge
CAS Status
Relationship Building
Analytical Skills
Research Skills
Exceptional Client Service
Negotiation Skills
Influencing Skills
Time Management
FCA Knowledge
Record-Keeping Compliance
Technical Product Knowledge
Sales Structure Adherence
Holistic Financial Advice

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience as a Mortgage and Protection Adviser. Focus on relevant skills such as client relationship building, analytical abilities, and knowledge of FCA requirements.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention specific achievements in your previous roles that demonstrate your ability to provide exceptional client service and meet sales targets.

Highlight Relevant Experience: In your application, emphasise your experience in the mortgage sector, particularly any CAS status you hold. Detail how your previous roles have prepared you for this position and how you can contribute to the company's 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 the mortgage advising field.

How to prepare for a job interview at GCB

✨Showcase Your Experience

Be prepared to discuss your previous roles as a Mortgage Adviser. Highlight specific cases where you successfully helped clients secure mortgages and how you navigated challenges. This will demonstrate your expertise and ability to deliver results.

✨Demonstrate Relationship-Building Skills

Since building strong relationships is key in this role, come equipped with examples of how you've fostered client relationships in the past. Discuss your approach to maintaining ongoing contact and how it has benefited your previous employers.

✨Know Your Numbers

Familiarise yourself with the financial aspects of the role, including commission structures and bonus potentials. Being able to discuss how you can contribute to the company's bottom line will show that you're not just focused on the role but also on the business's success.

✨Understand Compliance and Regulations

Brush up on FCA regulations and the importance of record-keeping. Be ready to explain how you ensure compliance in your work. This knowledge will reassure the interviewer that you take these responsibilities seriously and are well-prepared for the role.

Mortgage Adviser - Basildon
GCB
Go Premium

Land your dream job quicker with Premium

Your application goes to the top of the list
Personalised CV feedback that lands interviews
Support from real people with tickets
Apply for more jobs in less time with AI support
Go Premium

Money-back if you don't land a job in 6-months

G
  • Mortgage Adviser - Basildon

    Basildon
    Full-Time
    30000 - 42000 £ / year (est.)

    Application deadline: 2027-08-04

  • G

    GCB

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