Mortgage Advisor / Mortgage Broker / Life Insurance Protection Advisor
Mortgage Advisor / Mortgage Broker / Life Insurance Protection Advisor

Mortgage Advisor / Mortgage Broker / Life Insurance Protection Advisor

Bristol Full-Time 35000 Β£ / year No home office possible
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At a Glance

  • Tasks: Guide clients through mortgage processes and provide tailored financial advice.
  • Company: Join a well-established, growing company in Bristol's financial services sector.
  • Benefits: Enjoy quality leads, ongoing training, casual dress, and a health programme.
  • Why this job: Make a real difference in clients' lives while achieving your career goals in a supportive team.
  • Qualifications: Must have UK mortgage experience, CeMAP qualification, and excellent communication skills.
  • Other info: Full-time, permanent role with opportunities for professional development.

Mortgage Advisor & Life Insurance Protection Adviser / Mortgage Broker who has experience in the UK mortgage market with a CeMAP (or equivalent) qualification and Competent Advisor Stats (CAS) is required for a well-established and growing company based in Bristol, South West England.

If you have experience arranging mortgages and protection insurance, then great click apply for full job details

Mortgage Advisor / Mortgage Broker / Life Insurance Protection Advisor employer: AWD online

Join a well-established and growing company in Bristol, where you will thrive in a collaborative team environment that prioritises your professional development. With access to quality leads, ongoing training, and a supportive administrative team, you can focus on delivering exceptional service while enjoying a competitive salary and benefits package, including a health and wellbeing programme and generous holiday allowance. This is an excellent opportunity to make a meaningful impact in clients' lives as you guide them through significant financial decisions.
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Contact Detail:

AWD online Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Mortgage Advisor / Mortgage Broker / Life Insurance Protection Advisor

✨Tip Number 1

Network with professionals in the UK mortgage market. Attend industry events, join relevant online forums, and connect with other Mortgage Advisors on platforms like LinkedIn. Building relationships can lead to referrals and insider information about job openings.

✨Tip Number 2

Stay updated on the latest trends and changes in the UK mortgage market. Subscribe to industry newsletters, follow financial news, and engage with content that discusses new regulations or products. This knowledge will not only help you in interviews but also demonstrate your commitment to the field.

✨Tip Number 3

Prepare for potential interviews by practising common questions specific to mortgage advising. Focus on scenarios where you had to solve complex client issues or provide tailored advice. Being able to articulate your experience clearly will set you apart from other candidates.

✨Tip Number 4

Consider reaching out directly to the company’s hiring manager or team members via LinkedIn. Express your interest in the role and ask insightful questions about the company culture or expectations. This proactive approach can make a positive impression and increase your chances of being noticed.

We think you need these skills to ace Mortgage Advisor / Mortgage Broker / Life Insurance Protection Advisor

CeMAP qualification (or equivalent)
Competent Advisor Status (CAS)
Strong knowledge of the UK mortgage market
Excellent communication skills
Interpersonal skills
Customer service orientation
Organisational skills
Ability to manage multiple cases simultaneously
Proficiency in mortgage software and tools
Understanding of FCA regulations
Ability to build trust and rapport with clients
Research skills for mortgage options
Experience with residential and buy-to-let mortgages
Knowledge of specialist lending products
Results-driven mindset

Some tips for your application 🫑

Tailor Your CV: Make sure your CV highlights your experience in the UK mortgage market, including your CeMAP qualification and any relevant roles you've held. Emphasise your customer service skills and any specific achievements in previous positions.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping clients navigate their mortgage options. Mention your understanding of both residential and buy-to-let deals, and how you can contribute to the company's success.

Highlight Relevant Experience: In your application, clearly outline your experience as a Mortgage Advisor or Broker. Include details about the types of mortgages you've arranged and any protection insurance advice you've provided, as this is crucial for the role.

Showcase Your Knowledge: Demonstrate your knowledge of the UK mortgage market and current trends in your application. Mention any familiarity with specialist lending products like bridging loans or development finance, even if it's not essential for the role.

How to prepare for a job interview at AWD online

✨Know Your Products

Make sure you have a solid understanding of the mortgage and life insurance products you'll be discussing. Familiarise yourself with the latest market trends, lender criteria, and any specialist products that may come up during the interview.

✨Demonstrate Customer Service Skills

Since this role involves guiding clients through significant financial decisions, be prepared to share examples of how you've provided exceptional customer service in the past. Highlight your ability to build trust and rapport with clients.

✨Prepare for Technical Questions

Expect questions related to the UK mortgage market, including regulations and compliance. Brush up on your knowledge of CeMAP and CAS requirements, as well as any relevant software tools you’ve used in previous roles.

✨Showcase Your Organisational Skills

The role requires managing multiple cases simultaneously, so be ready to discuss how you prioritise tasks and stay organised. Share specific strategies or tools you use to keep track of your workload effectively.

Mortgage Advisor / Mortgage Broker / Life Insurance Protection Advisor
AWD online

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  • Mortgage Advisor / Mortgage Broker / Life Insurance Protection Advisor

    Bristol
    Full-Time
    35000 Β£ / year

    Application deadline: 2027-08-30

  • A

    AWD online

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