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- Tasks: Provide expert mortgage advice and tailored protection solutions in a hybrid role.
- Company: Join a well-established 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 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.
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. CV’s 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 Cheshire employer: AWD RECRUITMENT LTD
Contact Detail:
AWD RECRUITMENT LTD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Advisor / Life & Protection Financial Adviser in Cheshire
✨Tip Number 1
Network like a pro! Get out there and connect with estate agents, financial professionals, and anyone in the industry. Building relationships can lead to referrals and opportunities that you won't find on job boards.
✨Tip Number 2
Show off your expertise! When you get the chance to meet potential clients or employers, be ready to share your knowledge about mortgage products and protection solutions. This will help you stand out as the go-to advisor.
✨Tip Number 3
Follow up like it’s your job! After meeting someone or having a conversation, send a quick message to thank them and keep the lines of communication open. A little persistence can go a long way in converting leads.
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to showcase your skills and experience. Plus, we’re always on the lookout for passionate Mortgage Advisors and Financial Advisers to join our team.
We think you need these skills to ace Mortgage Advisor / Life & Protection Financial Adviser in Cheshire
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 specific examples of how you've successfully managed leads and provided excellent customer service in the past.
Showcase Your Compliance Knowledge: Since compliance is key in this role, make sure to mention your understanding of FCA regulations and how you've maintained compliance in previous positions. This will show us you’re serious about doing things by the book!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at AWD RECRUITMENT LTD
✨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. Familiarise yourself with the latest FCA regulations, as this will show you're serious about compliance.
✨Showcase Your Experience
Prepare to share specific examples from your previous 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 make them impactful.
✨Build Rapport
During the interview, focus on building a connection with your interviewer. Ask questions about their experiences and the company culture. This not only shows your interest but also helps you gauge if the environment is right for you.
✨Be Ready for Role-Play
Expect some role-play scenarios where you might need to demonstrate how you'd handle a client appointment or recommend a product. Practice these scenarios beforehand so you can showcase your communication skills and ability to think on your feet.