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- Tasks: Help clients secure mortgages and protection plans while collaborating with a dynamic estate agency team.
- Company: Join a respected estate agency expanding into mortgage and financial services.
- Benefits: £30,000 salary, commission, 24 days holiday, pension, and flexible working options.
- Why this job: Be part of a growing business with strong support and make a real difference for clients.
- Qualifications: CeMAP qualified with experience in whole-of-market mortgage and protection advice.
- Other info: Exciting opportunity to grow within a supportive and collaborative environment.
The predicted salary is between 24000 - 42000 £ per year.
2point0 Group is recruiting on behalf of a well-established and highly respected estate agency that is expanding into the mortgage and financial services space. Due to rapid growth of this new venture, an exciting opportunity has arisen for a Mortgage & Protection Advisor to join the business at a pivotal stage of its development.
The successful candidate will be based from the Faringdon office, working closely with an established estate agency team to support training, collaboration and lead conversion. The primary source of business will be warm, qualified leads generated by the local office, with additional leads provided from a further five branches. The role requires the ability to manage multiple lead sources effectively while also building strong internal relationships to generate additional opportunities. Experience working within an estate agency environment would be beneficial.
Applicants must be CeMAP qualified with experience providing whole-of-market mortgage and protection advice, operating under an appointed representative network. Initially, administration will be handled by the advisor, with compliance outsourced. This role would suit a proactive, relationship-driven advisor who thrives in a collaborative, people-focused environment and aligns with values centred around professionalism, care, creativity and enjoyment at work.
What’s on Offer
- £30,000 basic salary plus attractive commission and incentive structure
- 24 days holiday, with additional holiday for long service
- Pension contribution
- Employee Assistance Programme
- Partnership-style company profit share scheme
- Hybrid / flexible working, with regular office presence required
- The opportunity to be part of a growing mortgage business backed by a strong and trusted estate agency brand
This is a rare opportunity to join a scaling financial services operation at an early stage, with the support and stability of an established property business behind it.
Mortgage and Protection Advisor in Buckland employer: 2point0 Group
Contact Detail:
2point0 Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage and Protection Advisor in Buckland
✨Tip Number 1
Network like a pro! Reach out to your connections in the estate agency world and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially since they focus on professionalism and collaboration. Be ready to showcase how your experience aligns with their mission and how you can contribute to their growth.
✨Tip Number 3
Practice your pitch! You’ll want to clearly articulate your experience in providing whole-of-market mortgage and protection advice. Make sure you can confidently discuss your CeMAP qualifications and how they make you the perfect fit for the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining this exciting new venture in the mortgage space.
We think you need these skills to ace Mortgage and Protection Advisor in Buckland
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Mortgage and Protection Advisor role. Highlight your CeMAP qualification and any relevant experience in estate agency or financial services. We want to see how your skills align with our values of professionalism and care!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about joining our team and how you can contribute to our growth. Be sure to mention your experience with warm leads and relationship-building, as these are key for us.
Showcase Your People Skills: Since this role is all about collaboration and building relationships, make sure to highlight your people skills in your application. Share examples of how you've successfully worked with teams or clients in the past. We love a proactive advisor who thrives in a people-focused environment!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application directly and ensures you don’t miss out on any important updates. Plus, we’re excited to see what you bring to the table!
How to prepare for a job interview at 2point0 Group
✨Know Your Stuff
Make sure you brush up on your mortgage and protection knowledge. Familiarise yourself with the latest market trends, products, and regulations. Being CeMAP qualified is a must, so be ready to discuss how your qualifications and experience can benefit the company.
✨Showcase Your People Skills
This role is all about building relationships, so be prepared to demonstrate your interpersonal skills. Think of examples from your past experiences where you've successfully collaborated with teams or clients. Highlight your proactive approach and how you thrive in a people-focused environment.
✨Understand the Company Culture
Research the estate agency and its values. They’re looking for someone who aligns with their professionalism, care, creativity, and enjoyment at work. Be ready to discuss how your personal values match theirs and how you can contribute to their collaborative culture.
✨Prepare Questions
Interviews are a two-way street, so come armed with thoughtful questions. Ask about the team dynamics, lead generation processes, and how success is measured in this role. This shows your genuine interest in the position and helps you assess if it’s the right fit for you.
