Mortgage & Protection Adviser

Mortgage & Protection Adviser

Bromsgrove Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Help clients navigate mortgage and protection options to secure their financial future.
  • Company: Join AFH Wealth Management, a top independent financial advisory firm in the UK.
  • Benefits: Enjoy a competitive salary, full-time hours, and a range of exciting benefits.
  • Why this job: Be part of a supportive team that values your growth and success in finance.
  • Qualifications: No prior experience needed; just bring your determination and eagerness to learn.
  • Other info: This is a permanent role with opportunities for career advancement.

The predicted salary is between 36000 - 60000 £ per year.

AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity and a competitive salary and range of benefits. Mor…

Mortgage & Protection Adviser employer: AFH Wealth Management

At AFH Wealth Management, we prioritize our employees' growth and well-being, offering a dynamic work culture that fosters collaboration and innovation. As a Mortgage & Protection Adviser, you'll benefit from competitive salaries, comprehensive training programs, and a supportive environment that encourages professional development. Join us in our vibrant UK locations, where your contributions will be valued and rewarded, making a meaningful impact in the financial advisory sector.
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Contact Detail:

AFH Wealth Management Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage & Protection Adviser

✨Tip Number 1

Research AFH Wealth Management thoroughly. Understand their values, services, and the specific challenges they face in the mortgage and protection sector. This knowledge will help you tailor your conversations during the interview.

✨Tip Number 2

Network with current or former employees of AFH. They can provide valuable insights into the company culture and what it takes to succeed as a Mortgage & Protection Adviser.

✨Tip Number 3

Prepare to discuss your previous experience in financial advisory roles. Be ready to share specific examples of how you've helped clients with their mortgage and protection needs, showcasing your problem-solving skills.

✨Tip Number 4

Stay updated on the latest trends and regulations in the mortgage and protection industry. Being knowledgeable about current market conditions will demonstrate your commitment and expertise during the interview process.

We think you need these skills to ace Mortgage & Protection Adviser

Financial Analysis
Mortgage Knowledge
Protection Insurance Expertise
Regulatory Compliance
Client Relationship Management
Sales Skills
Communication Skills
Negotiation Skills
Attention to Detail
Problem-Solving Skills
Time Management
Market Research
Networking Skills
Adaptability

Some tips for your application 🫡

Understand the Role: Take the time to thoroughly read the job description for the Mortgage & Protection Adviser position. Understand the key responsibilities and required skills to tailor your application accordingly.

Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in financial advisory or wealth management. Use specific examples that demonstrate your ability to succeed in a similar role.

Showcase Your Skills: Make sure to highlight skills that are particularly relevant to the position, such as communication, analytical thinking, and customer service. Provide concrete examples of how you've applied these skills in past roles.

Craft a Compelling Cover Letter: Write a personalized cover letter that reflects your enthusiasm for the role and the company. Explain why you want to work at AFH Wealth Management and how you can contribute to their success.

How to prepare for a job interview at AFH Wealth Management

✨Understand the Company Culture

Before your interview, take some time to research AFH Wealth Management's values and culture. This will help you align your answers with what they are looking for in a candidate and show that you are genuinely interested in being part of their team.

✨Prepare for Scenario-Based Questions

As a Mortgage & Protection Adviser, you may face scenario-based questions during the interview. Practice how you would handle various client situations, demonstrating your problem-solving skills and ability to provide tailored financial advice.

✨Showcase Your Communication Skills

Effective communication is key in this role. Be prepared to discuss how you have successfully communicated complex financial concepts to clients in the past. Use clear examples to illustrate your ability to build rapport and trust.

✨Highlight Your Commitment to Continuous Learning

AFH values individuals who are eager to learn and grow. Share any relevant certifications or training you've pursued, and express your enthusiasm for staying updated on industry trends and regulations to better serve your clients.

Mortgage & Protection Adviser
AFH Wealth Management
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  • Mortgage & Protection Adviser

    Bromsgrove
    Full-Time
    36000 - 60000 £ / year (est.)

    Application deadline: 2026-12-27

  • A

    AFH Wealth Management

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