Mortgage Advisor

Mortgage Advisor

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

  • Tasks: Guide clients through mortgage and protection processes, ensuring compliance and building strong relationships.
  • Company: Join Asset Plus Mortgage Solutions, a thriving independent advisory firm with a supportive culture.
  • Benefits: Enjoy uncapped commission, administrative support, and opportunities for career progression.
  • Why this job: Be part of a collaborative team that values professional development and ethical client advice.
  • Qualifications: CeMAP qualification required; proven success in mortgage advisory roles and strong communication skills.
  • Other info: Access industry-leading technology and resources to enhance your advisory capabilities.

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

Asset Plus Mortgage Solutions is part of a dynamic group of property firms. In addition to this thriving Mortgage and Protection brokerage, which offers advice on residential, commercial, and equity release finance, our group also includes an Estate Agency and Landlord Hub, bringing client enquiries and lead opportunities from across the group. We pride ourselves on our collaborative and supportive culture, where professional development is actively encouraged. We are committed to providing ethical, client-centered advice.

As a Mortgage & Protection Adviser, you will:

  • Provide expert mortgage and protection advice to clients, guiding them through the entire process from initial enquiry to completion.
  • Conduct thorough client assessments to understand their financial circumstances and needs.
  • Research and recommend suitable mortgage and protection products with access to whole of market lenders and providers.
  • Build and maintain strong relationships with clients, lenders, and insurers.
  • Ensure all advice is compliant with regulatory requirements.
  • Generate new business through referrals and networking.
  • Maintain accurate and up-to-date client records.
  • Stay informed about industry trends and product developments.

What We're Looking For:

  • CeMAP (or equivalent) qualification is essential.
  • Proven track record of success in a mortgage and protection advisory role.
  • Excellent knowledge of the mortgage and insurance market.
  • Strong communication and interpersonal skills.
  • Ability to build rapport and trust with clients.
  • Highly organised and detail oriented.
  • Self-motivated and target-driven.
  • A commitment to providing exceptional customer service.
  • Experience with CRM systems.

What We Offer:

  • Uncapped commission structure with high earning potential.
  • Additional cross-referral commission for property-related enquiries across the group.
  • Administrative Support.
  • Lead provision.
  • Opportunities for career progression and professional development, whether considering Equity Release qualifications, or any other additional industry qualifications.
  • Supportive and collaborative team environment.
  • Access to industry-leading technology and resources, including Acre.

Mortgage Advisor employer: Asset Plus Mortgage Solutions

Asset Plus Mortgage Solutions is an exceptional employer, offering a vibrant and collaborative work culture that prioritises professional development and ethical client service. Located within a dynamic group of property firms, employees benefit from extensive lead opportunities and a supportive team environment, alongside uncapped commission structures and access to industry-leading technology. With a strong commitment to employee growth, the company provides clear pathways for career progression, making it an ideal place for motivated individuals seeking a rewarding career in mortgage advisory.
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Contact Detail:

Asset Plus Mortgage Solutions 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 protection industry. Attend local events or join online forums where you can connect with other advisers and potential clients. Building relationships can lead to referrals and insights that will help you stand out.

✨Tip Number 2

Stay updated on the latest trends and changes in the mortgage market. Subscribe to industry newsletters or follow relevant social media accounts. This knowledge will not only enhance your expertise but also demonstrate your commitment to clients during consultations.

✨Tip Number 3

Consider shadowing an experienced Mortgage Advisor for a day. This hands-on experience can provide valuable insights into client interactions and the advisory process, helping you to refine your approach and build confidence.

✨Tip Number 4

Utilise social media platforms to showcase your expertise. Share informative content related to mortgages and protection advice, which can attract potential clients and demonstrate your knowledge in the field. Engaging with your audience can also help you build trust.

We think you need these skills to ace Mortgage Advisor

CeMAP (or equivalent) qualification
Knowledge of mortgage and insurance market
Strong communication skills
Interpersonal skills
Client relationship management
Organisational skills
Attention to detail
Self-motivation
Target-driven mindset
Customer service excellence
Experience with CRM systems
Networking skills
Regulatory compliance knowledge
Research and analytical skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in mortgage and protection advisory roles. Emphasise your CeMAP qualification and any successful track record you have in the industry.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for providing ethical, client-centred advice. Mention specific examples of how you've built strong relationships with clients and lenders in the past.

Highlight Your Skills: In your application, clearly outline your communication and interpersonal skills. Provide examples of how you've successfully assessed client needs and recommended suitable products.

Show Industry Knowledge: Demonstrate your understanding of current industry trends and product developments in your application. This will show that you are proactive and committed to staying informed in the mortgage and insurance market.

How to prepare for a job interview at Asset Plus Mortgage Solutions

✨Showcase Your Qualifications

Make sure to highlight your CeMAP qualification or any equivalent certifications during the interview. This is essential for the role and demonstrates your commitment to the mortgage advisory profession.

✨Demonstrate Industry Knowledge

Be prepared to discuss current trends in the mortgage and insurance market. Showing that you stay informed about product developments will impress the interviewers and prove your dedication to providing expert advice.

✨Emphasise Client-Centric Approach

Since the company values ethical, client-centred advice, share examples of how you've successfully built rapport and trust with clients in the past. This will illustrate your ability to provide exceptional customer service.

✨Prepare for Scenario Questions

Expect questions that assess your problem-solving skills and ability to conduct thorough client assessments. Prepare scenarios where you had to research and recommend suitable products, showcasing your analytical skills and attention to detail.

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