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 access to industry-leading technology.
- Why this job: This role offers career progression, professional development, and a chance to make a real impact.
- Qualifications: CeMAP qualification is essential; experience in mortgage advisory and strong communication skills required.
- Other info: Collaborative team environment with opportunities for cross-referral commissions.
The predicted salary is between 36000 - 60000 £ per year.
Build Your Future With a Successful Independent Advisory Firm.
About Us
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.
The Role:
- 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.
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 property sectors. Attend industry events, join relevant online forums, and connect with potential colleagues on LinkedIn to build relationships that could lead to referrals or job opportunities.
✨Tip Number 2
Stay updated on the latest trends and changes in the mortgage market. Subscribe to industry newsletters, follow key influencers on social media, and participate in webinars to enhance your knowledge and demonstrate your commitment to potential employers.
✨Tip Number 3
Consider obtaining additional qualifications related to mortgage and protection advice, such as Equity Release certifications. This not only boosts your CV but also shows your dedication to professional development, making you a more attractive candidate.
✨Tip Number 4
Prepare for interviews by practising common questions specific to mortgage advisory roles. Focus on demonstrating your ability to build rapport with clients and your understanding of compliance and regulatory requirements in the industry.
We think you need these skills to ace Mortgage Advisor
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.
Showcase Your Knowledge: Demonstrate your understanding of the mortgage and insurance market. Mention any recent trends or product developments you've kept up with, as this shows your commitment to professional development.
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 demonstrating your expertise will set you apart from other candidates.
✨Demonstrate Industry Knowledge
Be prepared to discuss current trends in the mortgage and protection market. Showing that you stay informed about product developments and regulatory changes will impress the interviewers and reflect your commitment to the role.
✨Emphasise Client-Centric Approach
Since the company values ethical, client-centred advice, share examples of how you've successfully built relationships with clients in the past. Highlight your ability to assess their needs and provide tailored solutions.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and ability to handle various client situations. Prepare specific examples from your experience where you navigated challenges or provided exceptional service to clients.