Mortgage Advisor

Mortgage Advisor

Bath Full-Time 28800 - 43200 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Help clients find the best mortgage solutions and build strong relationships.
  • Company: Join Allen & Harris, a leading estate agency with over 600 branches across the UK.
  • Benefits: Enjoy uncapped commission, career progression, and all-expenses-paid trips for top achievers.
  • Why this job: Be part of a supportive team with industry-leading training and a focus on customer satisfaction.
  • Qualifications: A positive attitude, sales experience, and a willingness to train for CeMap qualification.
  • Other info: Work in a dynamic environment with opportunities to make a real impact.

The predicted salary is between 28800 - 43200 £ per year.

Allen & Harris Estate Agency are looking for a Mortgage and Protection Advisor to join them in Bath.

What’s in it for you?

  • Excellent internal progression to support your career aspirations
  • Lucrative earning potential and uncapped commission
  • Abundance of lead opportunities
  • Supportive and rewarding environment
  • Industry leading training and development
  • Central Admin Support and agile IT tools to help you succeed
  • All expenses paid trips for top achievers
  • Competitive basic salary

Key responsibilities of a Mortgage Advisor:

  • Building relationships with the Estate Agency team through training and support
  • Take part in regular team meetings to discuss best practice and build relationships
  • You will conduct 2 to 3 appointments a day
  • Providing advice on a range of products and services to meet your customers’ needs
  • You will also be attracting new customers and business whilst being motivated to achieve professional goals within a result-driven environment

Skills and experience required to be a successful Mortgage Advisor:

  • Resilient, positive and friendly attitude
  • Strong track record in generating new sales and following through to completions
  • Motivated to be successful
  • Always doing the right thing by the customer
  • Able to work under pressure and build strong alliances
  • CeMap qualified or Equivalent or willing to train towards holding the qualification
  • Full UK Driving Licence

Allen & Harris are an award-winning estate agency and we operate under 11 different trading names, some of which have been synonymous with estate agency for over 100 years. The Group combines residential sales and lettings expertise with a range of services including new homes, mortgage services, surveying, conveyancing and more. Founded in 1936 and with a network of over 600 branches nationwide, Connells Group is one of the largest and most successful estate agency and property services providers in the UK. Our Mortgage Services business has over 650 Mortgage Advisors offering our customers advice on a range of mortgage and protection products. With over £11 billion worth of Mortgage applications annually and a 96% customer satisfaction rating we are one of the UK’s largest and most successful mortgage intermediaries.

Mortgage Advisor employer: Allen and Harris

Allen & Harris Estate Agency is an exceptional employer, offering a supportive and rewarding environment in the beautiful city of Bath. With excellent internal progression opportunities, industry-leading training, and uncapped commission potential, employees are empowered to achieve their professional goals while enjoying a vibrant work culture. The company also provides central admin support and agile IT tools, ensuring that Mortgage Advisors can focus on building strong customer relationships and driving success.
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Contact Detail:

Allen and Harris Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage Advisor

✨Tip Number 1

Network with professionals in the mortgage and estate agency sectors. Attend local events or join online forums where you can connect with current Mortgage Advisors. This can provide you with insights into the role and potentially lead to referrals.

✨Tip Number 2

Familiarise yourself with the latest mortgage products and market trends. Being knowledgeable about current offerings will not only boost your confidence but also impress potential employers during interviews.

✨Tip Number 3

Prepare for role-specific scenarios that may come up during interviews. Think about how you would handle various customer situations, as demonstrating your problem-solving skills can set you apart from other candidates.

✨Tip Number 4

Showcase your sales achievements and customer service experience in conversations. Highlighting your track record in generating new business and maintaining client relationships will resonate well with hiring managers.

We think you need these skills to ace Mortgage Advisor

CeMap Qualification or Equivalent
Sales Generation
Customer Relationship Management
Strong Communication Skills
Negotiation Skills
Resilience
Time Management
Problem-Solving Skills
Attention to Detail
Ability to Work Under Pressure
Team Collaboration
Motivation and Drive
Adaptability
Full UK Driving Licence

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in mortgage advising or sales. Emphasise any qualifications like CeMap and showcase your ability to build relationships and generate new business.

Craft a Compelling Cover Letter: Write a cover letter that reflects your enthusiasm for the role at Allen & Harris. Mention specific skills that align with their requirements, such as your resilience, positive attitude, and motivation to succeed.

Showcase Your Achievements: In your application, include quantifiable achievements from previous roles, such as sales targets met or exceeded. This will demonstrate your capability to thrive in a results-driven environment.

Prepare for the Interview: If you get called for an interview, prepare by researching Allen & Harris and their services. Be ready to discuss how you can contribute to their team and share examples of how you've successfully built customer relationships in the past.

How to prepare for a job interview at Allen and Harris

✨Know Your Products

Familiarise yourself with the range of mortgage and protection products available. Be prepared to discuss how these products can meet different customer needs, as this will demonstrate your expertise and ability to provide tailored advice.

✨Showcase Your Sales Skills

Highlight your previous experience in generating sales and closing deals. Prepare examples of how you've successfully attracted new customers and achieved targets, as this is crucial for a role that thrives on results.

✨Demonstrate Relationship Building

Emphasise your ability to build strong relationships, not just with clients but also with team members. Discuss any past experiences where you collaborated effectively in a team setting, as this is key in a supportive environment.

✨Exhibit Resilience and Positivity

Prepare to discuss how you handle pressure and maintain a positive attitude in challenging situations. Employers value candidates who can stay motivated and focused, especially in a result-driven environment like mortgage advising.

Mortgage Advisor
Allen and Harris
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  • Mortgage Advisor

    Bath
    Full-Time
    28800 - 43200 £ / year (est.)

    Application deadline: 2027-04-28

  • A

    Allen and Harris

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