At a Glance
- Tasks: Help clients navigate mortgages and protection products with expert advice.
- Company: Join a successful, independent mortgage brokerage known for impartial client service.
- Benefits: Enjoy hybrid working, high-quality leads, and no need for an existing client base.
- Why this job: Be part of a growing team with a strong reputation and impactful client relationships.
- Qualifications: No prior experience needed; just a passion for helping others with financial solutions.
- Other info: Office located near Angel underground station, fostering a vibrant work environment.
The predicted salary is between 36000 - 60000 £ per year.
My client is an established, successful HNW Independent Mortgage brokerage. The company's main aim is to provide the best and most impartial advice available to its clientele. The company is expanding due to high business levels and a consistent large number of quality client leads. They are currently keen to recruit a further Mortgage and Protection Broker on a self-employed basis to join the team based within their Islington, London office on a hybrid basis. The office is a short walk from Angel underground train station.
As an independent Mortgage and Protection Broker, you will be provided with a high number of quality, qualified client leads each week (there is no requirement for you to have your own existing client base whatsoever). These client leads are often of a HNW nature and are gained from the firm's new business development activities, including via the firm's targeted marketing campaigns, from the firm's Private and HNW client introducers, from their well-established existing client base (renewal and repeat business), from Property Development firms and Corporate Introducers.
Within this role, the successful candidate will have the opportunity to provide mortgage/lending advice on:
- Residential Mortgage
- BTL Mortgage
- Bridging Finance
- Commercial Mortgage
- Development Finance
- Overseas Mortgage
- Expat Mortgage
- Foreign National Mortgage cases
Plus providing advice on associated protection/insurance products.
Mortgage and Protection Broker employer: Click To Hired
Contact Detail:
Click To Hired Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage and Protection Broker
✨Tip Number 1
Familiarise yourself with the latest trends in the mortgage market, especially regarding high-net-worth (HNW) clients. Understanding their unique needs and preferences will help you stand out during interviews and demonstrate your commitment to providing tailored advice.
✨Tip Number 2
Network with professionals in the mortgage and protection industry, particularly those who work with HNW clients. Attend relevant events or join online forums to build connections that could lead to referrals or insider information about the role.
✨Tip Number 3
Prepare to discuss specific case studies or scenarios where you've successfully provided mortgage advice. Highlighting your problem-solving skills and ability to handle complex cases will show potential employers that you're ready for the challenges of this role.
✨Tip Number 4
Research the company’s values and mission to align your approach with their ethos. Being able to articulate how your personal values match theirs can make a strong impression and demonstrate your genuine interest in joining their team.
We think you need these skills to ace Mortgage and Protection Broker
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in mortgage and protection brokerage. Emphasise any previous roles where you've provided advice on various mortgage types, especially for high-net-worth clients.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the mortgage industry and your ability to provide impartial advice. Mention your enthusiasm for joining a successful independent brokerage and how you can contribute to their growth.
Highlight Relevant Skills: In your application, focus on skills such as client relationship management, financial analysis, and knowledge of mortgage products. These are crucial for a Mortgage and Protection Broker role.
Showcase Your Knowledge: Demonstrate your understanding of the mortgage market, particularly regarding high-net-worth individuals. Mention any specific experiences or insights that could set you apart from other candidates.
How to prepare for a job interview at Click To Hired
✨Know Your Products
Familiarise yourself with the various mortgage products and protection plans available. Be prepared to discuss how you would advise clients on different types of mortgages, including residential, BTL, and commercial options.
✨Understand the Client Base
Research the high-net-worth (HNW) clientele that the brokerage serves. Tailor your responses to demonstrate how you can meet their specific needs and expectations, showcasing your understanding of their financial goals.
✨Highlight Your Sales Skills
Since this role is self-employed, emphasise your ability to convert leads into sales. Share examples from your past experiences where you successfully turned potential clients into satisfied customers.
✨Prepare Questions
Have insightful questions ready for the interviewers about the company's approach to client acquisition and retention. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.