Mortgage & Protection Adviser

Mortgage & Protection Adviser

Full-Time 36000 - 60000 £ / year (est.) No home office possible
Clear IT Recruitment Ltd

At a Glance

  • Tasks: Provide expert mortgage and protection advice to clients using cutting-edge technology.
  • Company: Established and highly regarded broker with a strong local reputation.
  • Benefits: Competitive salary, uncapped bonus scheme, hybrid working, and professional development.
  • Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
  • Qualifications: Full CeMAP qualification and 2+ years experience in financial services.
  • Other info: Enjoy genuine progression opportunities in a friendly working environment.

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

An excellent opportunity has arisen for a Mortgage & Protection Adviser to join my client's team in their Derby offices. My client is an established, highly regarded and very successful broker with a long-standing reputation throughout the local area. This is an employed position and would be suited to an experienced Mortgage & Protection Adviser that has a track record of offering client-centric advice to service a flow of high-quality warm leads.

The Role

  • Provide on-going advice to a wide range of clients and providers.
  • Reviewing the mortgage and protection requirements across a wide range of clients, providing research of the market and identifying suitable products.
  • Servicing high quality, warm mortgage and protection leads.
  • Administration support from an internal administration team.
  • Marketing support.
  • Cutting edge technology including sourcing and software systems.

Skills, Qualifications & Experience

  • You should have experience of providing whole of market advice in both the mortgage and protection sectors.
  • The role will also be focused on advising the existing protection clients, which offers excellent opportunity.
  • Full CeMAP qualification.
  • 2+ Years experience as a Mortgage & Protection Adviser within the financial services industry.
  • Strong interpersonal skills with excellent communication and the ability to build strong, lasting relationships with clients, colleagues and introducers.
  • A full, current UK driving licence would be preferable.

Benefits

  • A competitive salary
  • An uncapped bonus scheme (OTE of £50,000 p.a).
  • Genuine progression opportunities.
  • Hybrid working.
  • Professional and friendly working environment.
  • Professional development opportunities.

Should you have any questions or wish to apply please do not hesitate to contact Clear Legal and Financial Recruitment.

Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful.

Mortgage & Protection Adviser employer: Clear IT Recruitment Ltd

Join a highly regarded and successful brokerage in Derby, where you will thrive in a professional and friendly environment that prioritises client-centric advice. With competitive salaries, uncapped bonuses, and genuine opportunities for progression, this role as a Mortgage & Protection Adviser offers the chance to work with high-quality leads while benefiting from robust administrative and marketing support. Embrace a culture of professional development and cutting-edge technology, making it an excellent place for experienced advisers to grow their careers.
Clear IT Recruitment Ltd

Contact Detail:

Clear IT Recruitment Ltd Recruiting Team

StudySmarter Expert Advice 🤫

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

✨Tip Number 1

Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for a Mortgage & Protection Adviser role. You never know who might have a lead or can put in a good word for you.

✨Tip Number 2

Prepare for interviews by brushing up on your knowledge of the mortgage and protection markets. Be ready to discuss your experience with client-centric advice and how you've successfully serviced warm leads in the past.

✨Tip Number 3

Showcase your interpersonal skills! During interviews, focus on how you build strong relationships with clients and colleagues. Share specific examples that highlight your communication prowess and ability to connect with people.

✨Tip Number 4

Don't forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to engage directly with us.

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

Client Centric Advice
Mortgage Advice
Protection Advice
Market Research
Product Identification
Interpersonal Skills
Communication Skills
Relationship Building
CeMAP Qualification
Financial Services Experience
Lead Servicing
Administration Support
Technology Proficiency
Driving Licence

Some tips for your application 🫡

Read the Job Description Thoroughly: Before you start your application, make sure to read the job description carefully. We want to see that you understand what the role of a Mortgage & Protection Adviser entails and how your experience aligns with it.

Tailor Your CV and Cover Letter: Don’t just send out a generic CV! We love seeing applications that are tailored to the specific role. Highlight your relevant experience in the mortgage and protection sectors, and show us how you can provide client-centric advice.

Show Off Your Interpersonal Skills: Since this role involves building strong relationships, make sure to showcase your interpersonal skills in your application. We want to know how you communicate effectively with clients and colleagues alike!

Apply Through Our Website: We encourage you to apply 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 us!

How to prepare for a job interview at Clear IT Recruitment Ltd

✨Know Your Stuff

Make sure you brush up on your knowledge of the mortgage and protection sectors. Be ready to discuss specific products and how they meet client needs. This shows you're not just familiar with the basics but can provide tailored advice.

✨Showcase Your Experience

Prepare examples from your past roles where you've successfully advised clients. Highlight your track record with warm leads and how you've built relationships. This will demonstrate your capability and fit for the role.

✨Practice Your Communication Skills

Since strong interpersonal skills are key, practice articulating your thoughts clearly and confidently. Consider doing mock interviews with a friend or using video to refine your delivery and ensure you come across as approachable and knowledgeable.

✨Ask Insightful Questions

At the end of the interview, have a few thoughtful questions ready about the company culture, team dynamics, or growth opportunities. This shows your genuine interest in the role and helps you assess if it's the right fit for you.

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