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For Companies At a Glance
- 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, generous leave for volunteering, and discounts on shopping plus a pension scheme.
- Why this job: Be part of a supportive culture that values your input and encourages personal growth and social impact.
- Qualifications: Experience as a mortgage advisor is preferred; understanding of the mortgage market is essential.
- Other info: We celebrate diversity and welcome applications from all backgrounds.
The predicted salary is between 22400 - 33600 £ 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.
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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 Mortgage and Protection Advisors or professionals in the industry. Engaging with them can provide valuable insights into the role and may even lead to referrals, which can significantly boost your chances of landing the job.
✨Tip Number 3
Prepare to discuss your approach to building relationships with clients and key Introducers. Highlighting your interpersonal skills and strategies for maintaining these relationships can 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.
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, problem-solving, and sales generation. Provide examples of how you've successfully converted client enquiries into sales in previous roles.
Showcase Your Commitment to Compliance: Since the role requires delivering compliantly completed cases, mention your understanding of regulatory requirements and how you ensure compliance in your work. This will demonstrate your professionalism and attention to detail.
How to prepare for a job interview at Stonebridge Group - Mortgage & Insurance Network
✨Know Your Products
Familiarise yourself with the mortgage and insurance products that MoneyQuest offers. 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 and key Introducers.
✨Understand Regulatory Requirements
Brush up on the regulatory standards and compliance requirements relevant to the mortgage and protection sector. Being able to articulate your knowledge of these regulations will show that you are serious about maintaining high standards in your work.
✨Demonstrate Proactivity
Be ready to discuss how you have proactively generated leads or sales opportunities in previous roles. This could include strategies you've used to convert enquiries into appointments or how you've maintained relationships with introducers to drive referrals.
