At a Glance
- Tasks: Provide tailored mortgage and protection advice while building long-term client relationships.
- Company: Join Cotswold Financial Solutions, a supportive partner of St. James's Place Wealth Management.
- Benefits: Flexible working options, competitive salary, uncapped earnings, and ongoing professional development.
- Other info: Pathway to becoming a Financial Adviser with excellent growth opportunities.
- Why this job: Shape your career with flexibility and support in a dynamic financial environment.
- Qualifications: Must have CeMAP qualifications and experience in regulated mortgage and protection advice.
The predicted salary is between 30000 - 35000 £ per year.
Are you an experienced Mortgage & Protection Adviser looking for greater flexibility, strong support and the opportunity to develop your career? Cotswold Financial Solutions Ltd, a Partner Practice of St. James's Place Wealth Management, is looking for a qualified Mortgage & Protection Adviser to join its established and growing team. With the option to join on an employed or self-employed basis, this is a flexible opportunity that can be shaped around the right individual. For someone looking to develop further, there is also a supported pathway towards becoming a Financial Adviser within the St. James's Place Partnership.
About The role
- You'll provide professional, compliant and client-focused mortgage and protection advice, building trusted, long-term relationships and managing cases from initial enquiry through to completion and beyond.
- Key responsibilities will include:
- Providing mortgage and protection advice tailored to individual client needs
- Completing fact-finds, affordability assessments and appropriate product research
- Managing mortgage and protection applications through to completion
- Maintaining accurate client records and compliant file notes
- Liaising with lenders, providers, solicitors, estate agents and other professionals
- Keeping up to date with lender criteria, product developments and regulatory requirements
- Building strong client relationships and developing repeat and referral business
- Managing your own diary, workload and pipeline
About you
- As the Mortgage & Protection Adviser, you'll need:
- CeMAP 1, 2 and 3, Cert CII (MP), or an equivalent recognised mortgage qualification
- Experience providing regulated mortgage advice
- Experience providing protection advice alongside mortgage recommendations
- A sound understanding of mortgage products, lender criteria and regulatory environment
- Strong communication, relationship-building and organisational skills
- The confidence to work independently while contributing to the wider team
- Full right to work in the UK
- Suitable professional references that can be contacted and verified
- Experience managing an existing client bank, developing professional referral relationships or generating new business would be advantageous
What's on offer?
- Choice of employed or self-employed working arrangements
- £30,000-£35,000 basic salary for employed advisers
- Uncapped performance-related earning potential
- Clearly defined commission structure
- Flexible remote working alongside the Chipping Norton office
- Administrative and compliance support
- Access to the firm's systems and resources
- Ongoing training, CPD and professional development
- Friendly and supportive working environment
- Supported pathway towards becoming a Financial Adviser for the right individual
If you're an experienced Mortgage & Protection Adviser looking for greater flexibility, professional support and genuine long-term career development, we'd love to hear from you.
Application process
Employ Direct is an advertising service of Cameo Consultancy (Recruitment) Limited. When applying for this role, should you be successful, your details will be forwarded directly to our client, and they will contact you. All applications will be treated in confidence. Any offer will be subject to satisfactory, contactable professional references and appropriate regulatory and compliance checks.
Mortgage & Protection Adviser employer: Cameo Consultancy Limited
Hazlo Fire & Security is an excellent employer that prioritises the growth and development of its employees, offering a competitive salary and benefits such as overtime, a company van, and modern technology to support your work. With a focus on local travel around the Banbury area, you will enjoy a supportive work culture that values professionalism and teamwork, making it an ideal place for those seeking meaningful and rewarding employment in the fire and security sector.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage & Protection Adviser
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Cameo Consultancy Limited. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Cameo Consultancy Limited.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Cameo Consultancy Limited. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Mortgage & Protection Adviser
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Cameo Consultancy Limited and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Cameo Consultancy Limited how you can be a team player!
How to prepare for a job interview at Cameo Consultancy Limited
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Cameo Consultancy Limited.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Cameo Consultancy Limited's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
