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For Companies At a Glance
- 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: Enjoy a collaborative environment focused on professionalism, care, and creativity.
The predicted salary is between 24000 - 36000 £ 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 employer: 2point0 Group
Contact Detail:
2point0 Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage and Protection Advisor
✨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 share how your experience aligns with their mission and how you can contribute to their growth.
✨Tip Number 3
Showcase your CeMAP qualification and any relevant experience during conversations. Highlight your ability to manage multiple lead sources and build relationships, as these are key to thriving in this role.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Mortgage and Protection Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that align with the Mortgage & Protection Advisor role. Highlight your CeMAP qualification and any relevant estate agency experience to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share why you're passionate about the mortgage and financial services space, and how your proactive, relationship-driven approach fits with our values at StudySmarter.
Showcase Your People Skills: Since this role is all about collaboration and building relationships, don’t forget to mention your experience in working with teams and managing leads. We love seeing examples of how you’ve thrived in a people-focused environment!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
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 able to discuss these confidently will show that you're not just qualified but also genuinely interested in the field.
✨Showcase Your People Skills
Since this role is all about building relationships, be prepared to share examples of how you've successfully collaborated with others in the past. Think about times when you’ve turned leads into clients or worked closely with a team to achieve a goal.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the company’s growth plans, team dynamics, and how they support their advisors. This shows that you’re engaged and serious about finding the right fit for both you and them.
✨Emphasise Your Proactivity
Highlight instances where you've taken the initiative in your previous roles. Whether it’s generating leads or improving processes, demonstrating your proactive nature will resonate well with the interviewers, especially in a growing business like this one.
