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- Tasks: Provide expert mortgage advice and tailored protection solutions in a hybrid role.
- Company: Join a growing financial services organisation with strong estate agency partnerships.
- Benefits: Competitive salary, commission splits, hybrid working, and administrative support.
- Why this job: Make a real impact by helping clients secure their financial futures.
- Qualifications: CeMAP qualified with experience in mortgage and protection advice.
- Other info: Flexible working options and opportunities for career growth in a supportive environment.
The predicted salary is between 30000 - 80000 £ per year.
An exciting opportunity for a CeMAP qualified Mortgage Advisor / Life & Protection Financial Adviser to provide expert mortgage advice, protection solutions and financial services support through strong estate agency leads in a hybrid role.
If you’ve also worked in the following roles, we’d also like to hear from you: Mortgage Advisor, Protection Consultant, Financial Services Advisor, Mortgage Consultant, Mortgage Broker, Life & Protection Adviser, Financial Adviser.
SALARY: £30,000 per annum Basic / £70,000 - £80,000 OTE
LOCATION: Hybrid Working covering the Sandbach and Crewe areas
JOB TYPE: Full-Time, Permanent. Self Employed candidates also considered.
JOB OVERVIEW
We have a fantastic new job opportunity for a Mortgage Advisor / Life & Protection Financial Adviser to join a well-established and growing financial services organisation covering Sandbach and Crewe. The Mortgage Advisor / Life & Protection Financial Adviser will benefit from a strong and consistent lead source via established estate agency partnerships, supporting pipeline management and client acquisition.
As a Mortgage Advisor / Life & Protection Financial Adviser you will provide expert mortgage advice and tailored protection solutions, conducting client appointments both face-to-face and remotely while ensuring regulatory compliance. This role offers hybrid working, administrative support and the flexibility of employed or self-employed options within a supportive, growth-focused environment.
DUTIES
- Provide Mortgage Advice: Deliver expert guidance on a range of mortgage products tailored to client needs
- Recommend Protection Solutions: Identify and advise on appropriate life insurance, critical illness and income protection products
- Manage Introduced Leads: Handle estate agency leads efficiently, ensuring proactive follow-up and conversion
- Conduct Client Appointments: Meet clients face-to-face and remotely to gather information and provide recommendations
- Pipeline Management: Oversee your own caseload from enquiry through to completion
- Maintain Compliance: Ensure all advice and documentation meets FCA regulations and internal compliance standards
- Deliver Customer Service: Provide a high level of service throughout the full mortgage journey
- Build Relationships: Develop strong working relationships with introducers and clients to support repeat and referral business
CANDIDATE REQUIREMENTS
- CeMAP qualified (or equivalent recognised mortgage qualification)
- Must hold Competent Adviser Status (CAS)
- Previous experience in providing mortgage and protection advice
- Proven experience of writing mortgage and protection business
- Strong communication and relationship management skills
- Experience with pipeline management and lead conversion
- A thorough understanding of FCA regulations and compliance requirements
- Self-motivated with the ability to manage your own workload effectively
WHY JOIN
- Employed or self-employed packages available
- Competitive commission splits / salary + bonus (depending on option chosen)
- Strong and consistent lead source from estate agency partners
- Hybrid working flexibility
- Administrative support available
- Opportunity to build and grow within a supportive environment
HOW TO APPLY
To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CVs of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose.
Mortgage Advisor / Life & Protection Financial Adviser in Warrington employer: AWD online
Contact Detail:
AWD online Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Advisor / Life & Protection Financial Adviser in Warrington
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend local events, join online forums, or even hit up social media groups related to mortgage advising. The more people you know, the better your chances of landing that dream job!
✨Tip Number 2
Practice your pitch! You never know when you'll meet someone who could help you land a job. Prepare a quick summary of your skills and experience as a Mortgage Advisor, so you're ready to impress when the opportunity arises.
✨Tip Number 3
Follow up after interviews! If you've had a chat with a potential employer, don't just sit back and wait. Send a quick thank-you email, reiterating your interest in the role and why you're a great fit. It shows you're keen and professional!
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you. By applying directly, you’ll have a better chance of getting noticed by our recruitment team. Plus, it’s super easy and straightforward!
We think you need these skills to ace Mortgage Advisor / Life & Protection Financial Adviser in Warrington
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Mortgage Advisor / Life & Protection Financial Adviser role. Highlight your CeMAP qualification and any relevant experience in mortgage and protection advice to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this hybrid role. Share your passion for helping clients and how your previous roles have prepared you for this opportunity with us.
Showcase Your Communication Skills: As a Mortgage Advisor, strong communication is key. In your application, demonstrate your ability to build relationships and manage client expectations. We want to see how you can connect with clients both face-to-face and remotely!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at AWD online
✨Know Your Stuff
Make sure you brush up on your mortgage and protection knowledge. Be ready to discuss various products and how they can be tailored to meet client needs. This shows you're not just qualified, but also passionate about helping clients.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your success in managing leads and conducting client appointments. Use the STAR method (Situation, Task, Action, Result) to structure your answers and demonstrate your impact.
✨Understand Compliance
Familiarise yourself with FCA regulations and compliance standards relevant to the role. Being able to discuss how you ensure compliance in your advice will show that you take your responsibilities seriously and are a trustworthy advisor.
✨Build Rapport
During the interview, focus on building a connection with your interviewer. Ask insightful questions about the company culture and their approach to client relationships. This not only shows your interest but also reflects your ability to build strong relationships with clients.