Mortgage & Protection Adviser

Mortgage & Protection Adviser

Chelmsford Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Help clients find the best mortgage solutions and protection products.
  • Company: Join a dynamic independent mortgage brokerage focused on client relationships.
  • Benefits: Enjoy a competitive salary, company car, incentives, and a health program.
  • Why this job: Build lasting client connections while developing your skills in a supportive environment.
  • Qualifications: CeMap qualification is essential; strong communication and time management skills required.
  • Other info: Work full-time with flexible hours and a free day off for your birthday!

The predicted salary is between 36000 - 60000 £ per year.

Duties will include:

  • Collaborating closely with your clients to qualify and provide the most appropriate solutions for their mortgaging requirements, additionally you will also provide guidance on a variety of protection products.

  • As an independent mortgage broker, you will have an ability to build your book up over time, developing long standing relationships with your clients and supporting them through any future re-mortgaging needs.

  • Prompt management and ownership of the direct web lead enquiries / social media contacts, which has been a growing part of the business.

  • Holding appointments with your clients via a combination of telephone calls and video conference.

  • Hosting webinars with prospective clients and providing market insights, as such you must be confident with technology and public speaking.

  • Overseeing the LinkedIn account in conjunction with our Marketing Department

  • CeMap qualified is an essential prerequisite.

  • Good communication skills both written and verbal, with an ability to build rapport and understand your clients needs.

  • The ability to manage time effectively.

  • Strong attention to detail

Circa £60,000 per annum, OTE (£30,000-£35,000 basic), depending on experience. In addition to competitive rates of pay we also offer a range of additional benefits such as:

  • Company Car / Car Allowance

  • Competitions and Incentives

  • Career Progression

  • Training & Development Programme

  • "Do Good" fund for reward & recognition.

  • Health and Wellbeing Programme via Health Assured

  • Pension Enrolment

  • Attractive holiday allowance with additional days for achieving targets and length of service.

  • "Free" day off for your Birthday, Full time, Monday to Saturday with a set day off during the week.

Mortgage & Protection Adviser employer: Beresfords Group Limited

As a Mortgage & Protection Adviser with us, you'll thrive in a supportive and dynamic work environment that prioritizes your professional growth and well-being. We offer competitive compensation, a comprehensive training and development program, and unique benefits like a 'Free' day off for your birthday, ensuring you feel valued and recognized. Join our team to build lasting client relationships while enjoying a healthy work-life balance and opportunities for career progression.
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Contact Detail:

Beresfords Group Limited Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage & Protection Adviser

✨Tip Number 1

Make sure to familiarize yourself with the latest mortgage products and protection solutions. This knowledge will not only help you in client interactions but also demonstrate your expertise during interviews.

✨Tip Number 2

Leverage your LinkedIn profile to showcase your skills and experience in the mortgage industry. Engage with relevant content and connect with professionals in the field to expand your network.

✨Tip Number 3

Practice your public speaking skills by hosting mock webinars or presentations. This will boost your confidence and prepare you for the real thing when interacting with prospective clients.

✨Tip Number 4

Stay organized and manage your time effectively. Use tools like calendars and task lists to keep track of client appointments and follow-ups, which is crucial for building long-term relationships.

We think you need these skills to ace Mortgage & Protection Adviser

CeMap Qualification
Excellent Communication Skills
Client Relationship Management
Time Management
Attention to Detail
Public Speaking
Technology Proficiency
Webinar Hosting
Social Media Management
Market Insight Analysis
Problem-Solving Skills
Sales Skills
Adaptability
Networking Skills

Some tips for your application 🫡

Understand the Role: Make sure to thoroughly read the job description for the Mortgage & Protection Adviser position. Understand the key responsibilities and required qualifications, such as being CeMap qualified, to tailor your application accordingly.

Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in mortgage advising or related fields. Showcase your ability to build client relationships and manage enquiries effectively, as these are crucial for this role.

Demonstrate Communication Skills: Since good communication skills are essential, provide examples in your application that demonstrate your written and verbal communication abilities. Mention any experience with public speaking or hosting webinars, as this will strengthen your application.

Showcase Technological Proficiency: Given the emphasis on technology and social media in the job description, mention any relevant tools or platforms you are familiar with. Highlight your comfort with video conferencing and managing online leads to align with the company's needs.

How to prepare for a job interview at Beresfords Group Limited

✨Showcase Your Client-Centric Approach

During the interview, emphasize your ability to build long-lasting relationships with clients. Share examples of how you've successfully qualified client needs and provided tailored solutions in the past.

✨Demonstrate Your Tech Savviness

Since the role involves hosting webinars and managing social media contacts, be prepared to discuss your experience with technology. Highlight any relevant tools or platforms you’ve used to engage clients effectively.

✨Prepare for Public Speaking Scenarios

As public speaking is a key part of this role, practice articulating your thoughts clearly and confidently. Consider preparing a short presentation on a relevant topic to showcase your skills during the interview.

✨Highlight Your Attention to Detail

Given the importance of detail in mortgage advising, be ready to discuss how you ensure accuracy in your work. Provide specific examples of how your attention to detail has positively impacted your previous roles.

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