Mortgage Advisor

Mortgage Advisor

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

  • Tasks: Help clients secure mortgages and provide expert advice in a supportive team environment.
  • Company: Join a reputable financial services business with over 30 years of local presence.
  • Benefits: Enjoy full admin support, client referrals, and a collaborative team culture.
  • Why this job: Be part of a growing company that values client relationships and community impact.
  • Qualifications: Must have CeMAP or equivalent and at least 12 months of mortgage advising experience.
  • Other info: Inherit existing clients and benefit from new leads as the business expands.

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

Are you an experienced Mortgage Advisor in Taunton looking to join a well-established and reputable business with an excellent local presence? Our client is an established Financial Services business with multiple offices across Somerset and Devon. They are now looking to add another Mortgage Advisor to their team due to continued growth.

You will inherit a number of clients from existing team members who have moved into Financial Planning. You will also benefit from new leads coming into the business from client referrals and walk-ins. You will be joining a highly successful and supportive team and will benefit from full administration support.

Mortgage Advisor Requirements
  • You must have full CeMAP or equivalent and have 12+ months' experience as a Mortgage Advisor
  • You should have excellent customer service standards
  • You should be passionate about helping clients
The Company

This company was first established over 30 years ago and is well respected in the local community. They are a value-driven and client-centric business. They are keen to continue growing organically.

Mortgage Advisor employer: Click To Hired

Join a well-respected and client-centric financial services firm in Taunton, where you will thrive in a supportive environment that values your expertise as a Mortgage Advisor. With a strong local presence and a commitment to employee growth, you will benefit from a steady stream of clients and full administrative support, allowing you to focus on delivering exceptional service. This is an excellent opportunity to be part of a dynamic team that has been serving the community for over 30 years, ensuring meaningful and rewarding employment.
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Contact Detail:

Click To Hired Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage Advisor

✨Tip Number 1

Network with local real estate agents and financial professionals in Taunton. Building relationships with these individuals can lead to valuable referrals and insights about the local market, which will be beneficial for your role as a Mortgage Advisor.

✨Tip Number 2

Familiarise yourself with the specific needs and preferences of clients in the Taunton area. Understanding the local demographics and housing market trends will help you tailor your advice and services effectively.

✨Tip Number 3

Attend local community events or workshops related to finance and home buying. This not only increases your visibility but also positions you as a knowledgeable resource in the community, making it easier for potential clients to approach you.

✨Tip Number 4

Leverage social media platforms to showcase your expertise and connect with potential clients. Share informative content about mortgages and home buying tips that resonate with your target audience in Taunton.

We think you need these skills to ace Mortgage Advisor

CeMAP or equivalent qualification
Customer Service Excellence
Strong Communication Skills
Sales Skills
Financial Knowledge
Attention to Detail
Problem-Solving Skills
Time Management
Relationship Building
Negotiation Skills
Knowledge of Mortgage Products
Regulatory Compliance Awareness
Adaptability
Client-Centric Approach

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience as a Mortgage Advisor, particularly your CeMAP qualification and any relevant achievements. Use specific examples to demonstrate your customer service skills and passion for helping clients.

Craft a Compelling Cover Letter: Write a cover letter that reflects your enthusiasm for the role and the company. Mention your experience in the industry, your understanding of the local market, and how you can contribute to the team's success.

Highlight Client Management Skills: In your application, emphasise your ability to manage client relationships effectively. Discuss how you've successfully inherited clients in previous roles and how you plan to maintain and grow these relationships.

Showcase Team Collaboration: Since you'll be joining a supportive team, mention any past experiences where you've worked collaboratively with colleagues. Highlight your ability to work well within a team environment and how you can contribute to a positive workplace culture.

How to prepare for a job interview at Click To Hired

✨Showcase Your Experience

Make sure to highlight your 12+ months of experience as a Mortgage Advisor. Be prepared to discuss specific cases where you successfully helped clients secure mortgages, demonstrating your expertise and problem-solving skills.

✨Emphasise Customer Service

Since excellent customer service is crucial for this role, prepare examples that showcase your commitment to client satisfaction. Discuss how you've gone above and beyond to assist clients in the past.

✨Demonstrate Passion for Helping Clients

Express your genuine passion for helping clients achieve their financial goals. Share stories that illustrate your dedication to understanding their needs and providing tailored solutions.

✨Research the Company

Familiarise yourself with the company's history and values, especially their client-centric approach. This will help you align your answers with their mission and show that you're a good cultural fit for the team.

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