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For Companies At a Glance
- Tasks: Provide expert mortgage and protection advice while building strong client relationships.
- Company: Attivo is a privately owned financial planning firm focused on client transparency and trust.
- Benefits: Enjoy flexible working, a competitive salary, private medical insurance, and generous holiday allowance.
- Why this job: Join an award-winning team and make a real impact on clients' financial confidence.
- Qualifications: Must hold relevant mortgage and protection qualifications with at least 3 years of experience.
- Other info: Hybrid working options available; commitment to equal opportunities in recruitment.
The predicted salary is between 36000 - 60000 £ per year.
About Attivo:
Attivo are Lifestyle Financial Planners. We’re a privately owned company. We pride ourselves on being completely transparent, open and honest - an approach that builds trust with our clients and inspires their financial confidence. Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilling our clients’ lifestyle needs.
About the role:
This is an exciting opportunity to join an award-winning and fast-growing financial planning firm. As a Mortgage and Protection Adviser, you’ll provide high-quality advice to clients of Attivo, supporting them with their mortgage and protection needs as part of our dedicated team. You’ll focus on building strong, long-term relationships, ensuring clients’ needs are met compliantly and efficiently, while identifying opportunities to grow and retain business. You’ll act as an ambassador for Attivo, representing our core values and behaviours, and helping raise the profile of the business and the profession with internal and external stakeholders. You’ll offer expert guidance to clients, facilitating mortgage decisions and providing advice on protection products (such as life insurance, critical illness, and income protection). Equity release advice is desirable but not essential. Based at our Cheltenham Head Office, you’ll work flexibly across a mix of office, home, and in-person client meetings around the Gloucestershire area. We support hybrid and flexible working through our dedicated policies.
About you:
You are an experienced Mortgage Adviser with the relevant qualifications to advise on both mortgage and protection needs. You’ll have a strong history of delivering exceptional client service and value long-term relationships over short-term gains. You may be currently employed or self-employed and are looking to join a company that offers a fully employed model with a competitive salary, bonus scheme, and excellent benefits. Experience or qualifications in equity release are desirable but not essential.
Key responsibilities include:
- Prepare thoroughly for client meetings, ensuring all necessary information has been gathered.
- Provide clear, compliant advice on mortgage and protection products, outlining associated fees and processes.
- Conduct in-depth assessments of clients’ financial circumstances and objectives.
- Deliver suitability reports within prescribed timescales, ensuring advice is tailored and understood.
- Support clients through the mortgage application process and provide guidance on the home-buying journey.
- Maintain strong relationships with lenders, estate agents, and valuers.
- Stay up to date with changes in regulation and new product offerings.
- Escalate breaches or concerns to the Regional Director or Compliance Manager as required.
- Respond appropriately to any Financial Ombudsman enquiries.
- Maintain accurate CPD records and undertake study and research to expand knowledge.
- Study towards relevant professional qualifications as appropriate.
Essential skills and experience:
- Hold the Certificate in Mortgage Advice and Practice (CeMAP) or CII Certificate in Mortgage Advice.
- Hold a protection qualification and be authorised to advise on protection products.
- At least 3 years’ experience in a similar role, including advising on mortgage and protection needs.
- Excellent communication skills, with the ability to explain complex information clearly.
- Strong attention to detail and numeracy skills.
- High levels of customer service and a proactive approach.
- Good time management and the ability to manage multiple clients effectively.
- Confident using IT systems and software packages.
Desirable skills and experience:
- Hold the Certificate in Regulated Equity Release (CeRER) or equivalent.
- Experience in advising on equity release products.
Salary and benefits:
- Negotiable Non-contributory Pension Scheme (8%)
- Private Medical Insurance
- Cashplan
- Income Protection
- Critical Illness Cover
- Death in Service
- Parking allowance
- Generous holiday allowance, rising with length of service
Recruitment Policy
Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible. Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA). This may include but not limited to adverse financial history, criminal records, UK directorship and disqualifications check. Attivo do not use recruitment agencies and we respectfully ask that agencies do not contact us in regard to posts advertised on this site.
Privacy Policy
Please visit our website to view our full privacy policy for prospective employees.
Mortgage and Protection Adviser employer: Attivo Group
Contact Detail:
Attivo Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage and Protection Adviser
✨Tip Number 1
Familiarise yourself with Attivo's core values and mission. Understanding their commitment to transparency and client relationships will help you align your approach during interviews and discussions, showcasing that you're a good cultural fit.
✨Tip Number 2
Network within the financial services community in Gloucestershire. Attend local events or join online forums where mortgage advisers gather. This can help you gain insights into the local market and potentially get referrals or recommendations.
✨Tip Number 3
Prepare to discuss your previous client success stories. Highlight specific examples where you've built long-term relationships and provided exceptional service, as this aligns with Attivo's focus on client satisfaction.
✨Tip Number 4
Stay updated on the latest mortgage and protection products, as well as any regulatory changes. Being knowledgeable about current trends will demonstrate your commitment to professional development and your ability to provide informed advice.
We think you need these skills to ace Mortgage and Protection Adviser
Some tips for your application 🫡
Understand the Company: Before applying, take some time to understand Attivo's values and approach to financial planning. This will help you tailor your application to reflect their commitment to transparency and client relationships.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience as a Mortgage Adviser, particularly your qualifications like CeMAP and any protection qualifications. Mention specific examples of how you've built long-term client relationships and delivered exceptional service.
Tailor Your Application: Make sure your application is tailored to the role of Mortgage and Protection Adviser. Use keywords from the job description, such as 'compliant advice', 'client meetings', and 'financial circumstances', to demonstrate your fit for the position.
Showcase Your Skills: Clearly outline your communication skills, attention to detail, and ability to manage multiple clients. Provide examples of how you've successfully navigated complex financial situations or provided guidance during the mortgage application process.
How to prepare for a job interview at Attivo Group
✨Know Your Products
Make sure you have a solid understanding of the mortgage and protection products you'll be advising on. Be prepared to discuss specific products, their benefits, and how they align with clients' needs.
✨Demonstrate Client-Centric Approach
Showcase your ability to build long-term relationships with clients. Prepare examples of how you've prioritised client needs in previous roles and how you can bring that same dedication to Attivo.
✨Stay Updated on Regulations
Familiarise yourself with the latest regulations and changes in the financial sector, especially those affecting mortgages and protection. This will demonstrate your commitment to compliance and ongoing professional development.
✨Prepare for Scenario Questions
Anticipate scenario-based questions where you may need to provide advice or handle client concerns. Practising these scenarios can help you articulate your thought process and decision-making skills effectively.
