At a Glance
- Tasks: Provide tailored mortgage and protection advice to clients, guiding them through the process.
- Company: Dynamic mortgage and property services business with a focus on client success.
- Benefits: Competitive salary, OTE of £100,000+, pension, medical insurance, and increasing holiday allowance.
- Other info: Enjoy full administrative support and genuine opportunities for career progression.
- Why this job: Join a growing team and make a real impact in clients' financial journeys.
- Qualifications: Experience as a Mortgage Advisor and CeMAP qualification required.
The predicted salary is between 34000 - 34000 £ per year.
An opportunity has arisen for a Mortgage & Protection Advisor to join a mortgage and property services business providing tailored mortgage, protection and financial solutions.
As a Mortgage & Protection Advisor, you will be providing whole-of-market mortgage and protection advice to warm, qualified enquiries while managing clients through to completion.
This role offers a basic salary of £34,000 with an OTE £100,000+ and benefits.
You will be responsible for
- Provide whole-of-market mortgage and protection advice, supporting clients from initial enquiry through to completion.
- Convert qualified enquiries into completed business while delivering appropriate customer outcomes.
- Build lasting client relationships to encourage repeat business and referrals.
- Work closely with estate agency and property teams to maximise business opportunities.
- Ensure all advice and processes remain fully FCA compliant throughout the advice process.
What we are looking for
- Previously worked as a Mortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage & Protection Adviser, Protection Adviser, Protection Advisor, Mortgage & Protection Advisor, Mortgage Consultant or in a similar role.
- Ce MAP qualification.
- Good knowledge of FCA compliance requirements.
- Strong ability to convert leads and build trusted client relationships.
- Motivated, organised and client-focused
Whats on offer
- Competitive salary
- Regular access to warm, qualified enquiries.
- Leads generated through established property and landlord services.
- Repeat business and professional referrals.
- Full administrative support.
- Whole-of-market mortgage proposition.
- Additional earning opportunities through protection, wills and referral services.
- Company pension and private medical insurance.
- Increasing holiday allowance.
- Ongoing lender training and CPD.
- Genuine opportunities for career progression within a growing property group.
If youre an experienced Mortgage & Protection Advisor seeking higher earnings, quality leads and strong support, this could be the ideal next step.
Important Information: We endeavour to process your personal data in a fair and transparent manner.
In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message.
For more information see our Privacy Policy on our website.
It is important you are aware of your individual rights and the provisions the company has put in place to protect your data.
If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
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Mortgage & Protection Advisor in Burnham employer: Additional Resources Ltd.
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StudySmarter Expert Advice🤫
We think this is how you could land Mortgage & Protection Advisor in Burnham
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Additional Resources Ltd.. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Mortgage & Protection Advisor in Burnham
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Additional Resources Ltd..
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Additional Resources Ltd.'s website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Additional Resources Ltd.
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Additional Resources Ltd..
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Additional Resources Ltd. will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Additional Resources Ltd. employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
