At a Glance
- Tasks: Provide expert mortgage and protection advice while ensuring client satisfaction.
- Company: Dynamic financial services firm in Macclesfield with a focus on customer care.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Join a collaborative team and enjoy opportunities for growth and learning.
- Why this job: Make a real difference in clients' lives by helping them secure their financial futures.
- Qualifications: Experience in mortgage advice and a CeMAP qualification are essential.
The predicted salary is between 30000 - 40000 £ per year.
Reporting to the Sales Manager, the role of the Adviser is to offer professional, compliant, and customer‑focused mortgage and protection advice to clients, ensuring their needs are met efficiently and thoroughly. The Adviser supports business growth through high‑quality advice, exceptional client service, and strong collaboration with internal teams.
Essential Job Functions
- Conduct detailed fact‑finds to understand client objectives and assess mortgage and protection needs.
- Research mortgage and protection products, using sourcing systems and provider platforms, to identify suitable solutions.
- Deliver clear, compliant advice and recommendations tailored to the client’s individual circumstances.
- Complete and submit mortgage and protection applications, ensuring all documentation is accurate and timely.
- Work with our Admin team to ensure that the Client Journey to completion is seamless by liaising with clients, lenders, providers and solicitors to progress applications to completion or policies to “on‑risk”.
- Maintain accurate client files and records in line with compliance requirements and GDPR standards.
- Meet key performance targets (KPIs) for mortgage case numbers, protection penetration, and client satisfaction.
- Refer clients to internal specialists for wealth advice, general insurance, wills, and estate planning, where appropriate.
- Remain up to date with lender and insurer criteria, regulatory changes, and best practices through ongoing CPD.
- Demonstrate consistent commitment to treating customers fairly (TCF) and delivering a positive client journey.
Requirements
- Proven experience in advising on mortgages and protection, with CeMAP (or equivalent) qualification essential.
- Strong understanding of mortgage products, lender criteria, protection solutions, and the advice process.
- Pleasant manner and excellent communication skills when dealing with clients, providers, and colleagues.
- Team player – works collaboratively with administrators, case managers, and advisers to deliver great service.
- Well organised and methodical – able to manage multiple cases while maintaining attention to detail.
- Tenacious and proactive – follows up with stakeholders and overcomes obstacles to deliver outcomes.
- Tech‑savvy – confident with CRM platforms, sourcing tools, and Office 365.
- Commercial awareness – able to balance client outcomes with business performance objectives.
Other Skills/Abilities
- Comfortable discussing financial matters with clients from a variety of backgrounds.
- Capable of self‑managing diary, client follow‑ups, and workflow while meeting service standards.
- Adaptable and open to learning – seeks to continuously improve skills, knowledge, and systems usage.
- Upholds the company’s values of integrity, professionalism, and commitment to excellent customer outcomes.
NOTE: This job description is not intended to be all‑inclusive. Employees may perform other related duties as required to meet the ongoing needs of the organisation.
Mortage & Protection Adviser in Macclesfield employer: Bond Recruitment
Join a nurturing and inclusive primary school in Upton Park, where you will be part of a dedicated team committed to making a difference in the lives of children with special educational needs. With a strong emphasis on professional development, you will have ample opportunities for growth while enjoying a supportive work culture that values collaboration and innovation. This role not only offers competitive pay but also the chance to create meaningful connections and foster a positive learning environment for students.
StudySmarter Expert Advice🤫
We think this is how you could land Mortage & Protection Adviser in Macclesfield
✨Tip Number 1
Network like a pro! Get out there and connect with people in the mortgage and protection industry. Attend local events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that perfect role.
✨Tip Number 2
Practice your pitch! You never know when you'll meet someone who could help you land a job. Have a quick, engaging summary of your experience and what you're looking for ready to go. Make it personal and show your passion for helping clients with their mortgage needs.
✨Tip Number 3
Follow up after interviews! A simple thank-you email can go a long way. It shows your appreciation and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate why you’re the best fit for the Mortgage & Protection Adviser role.
✨Tip Number 4
Don’t forget to apply through our website! We love seeing applications come directly from motivated candidates. It shows you’re serious about joining our team and helps us keep track of your application easily.
We think you need these skills to ace Mortage & Protection Adviser in Macclesfield
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in mortgages and protection. We want to see how your skills align with the role, so don’t hold back on showcasing your relevant achievements!
Showcase Your Communication Skills:Since this role involves a lot of client interaction, it’s crucial to demonstrate your excellent communication skills. Use clear and concise language in your application to reflect how you’d communicate with clients.
Highlight Your Team Spirit:We love team players! Mention any experiences where you collaborated with others to achieve a common goal. This will show us that you can work well with our Admin team and other advisers.
Apply Through Our Website:For the best chance of success, make sure to apply through our website. It’s the easiest way for us to keep track of your application and ensures you’re considered for the role!
How to prepare for a job interview at Bond Recruitment
✨Know Your Stuff
Make sure you brush up on your mortgage and protection knowledge. Understand the latest products, lender criteria, and compliance regulations. This will not only help you answer questions confidently but also show that you're proactive and committed to staying updated.
✨Showcase Your Communication Skills
As a Mortgage & Protection Adviser, you'll need to communicate complex information clearly. Practice explaining mortgage concepts in simple terms. During the interview, demonstrate your pleasant manner and excellent communication skills by engaging with your interviewer as if they were a client.
✨Prepare for Scenario Questions
Expect questions that assess how you would handle specific client situations. Think of examples from your past experience where you successfully navigated challenges or provided exceptional service. This will highlight your problem-solving skills and ability to treat customers fairly.
✨Demonstrate Team Spirit
Collaboration is key in this role. Be ready to discuss how you've worked with others in previous positions, especially with administrators and case managers. Highlight your ability to work as part of a team to deliver great service and achieve common goals.
