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For Companies At a Glance
- Tasks: Deliver mortgage and protection advice while ensuring excellent client service.
- Company: Join CMG Advisers LLP, a respected financial practice in the City of London.
- Benefits: Enjoy uncapped earnings, full admin support, and a friendly team culture.
- Why this job: Be part of a collaborative environment that rewards excellence and supports your growth.
- Qualifications: CeMap qualified with at least 3 years' experience in mortgage and protection advice.
- Other info: Clients provided, no self-sourcing required, and centrally located offices.
The predicted salary is between 36000 - 60000 £ per year.
Join CMG Advisers LLP, a thriving City-based financial practice where your mortgage and protection expertise will be fully supported and generously rewarded. Clients provided, commission uncapped!
CMG Advisers LLP is a highly regarded Financial Services Partnership, established in 2001. With over 60 professionals including Mortgage Brokers, Financial Advisers, and support administrators, we deliver bespoke financial advice to a diverse client base. Located in the heart of the City, CMG fosters a collaborative, professional environment where excellence is recognised and success is generously rewarded.
The Role
We are seeking a confident and experienced Mortgage & Protection Adviser to join our City-based team. This is a fantastic opportunity for someone passionate about delivering client-focused solutions, supported by 1-to-1 administration and a steady stream of high-quality client referrals.
Key Responsibilities:
- Deliver mortgage and protection advice to clients in a compliant and client-centric manner
- Follow up on referral clients provided directly by CMG
- Maintain excellent standards in client service and documentation
- Work closely with administration support to ensure a seamless client journey
- Ensure all advice is compliant with FCA regulations
Benefits:
- Clients provided – no self-sourcing required
- Full 1-to-1 administrative support
- Uncapped earning potential
- Centrally located offices with excellent transport links
- A friendly and supportive team culture
- Recognition for high performance
The Ideal Candidate:
We are looking for someone who thrives in a fast-paced environment, is passionate about building strong client relationships, and is results-driven.
About you:
- CeMap qualified (mandatory)
- Minimum 3 years' experience in mortgage and protection advice
- Sound knowledge of UK mortgage products, lenders, and protection providers
- Proven ability to assess client needs and deliver tailored financial solutions
- Strong communication and client engagement skills
- High level of numeracy and IT literacy (Windows, Outlook, Excel)
- Organised, proactive, and able to work autonomously
- Eligible to work in the UK and meet FCA PFA appointment criteria
Join a firm that values your expertise and supports your success every step of the way!
How to apply for the role:
If you have the skills and experience required for this position, click “apply” today and check your inbox for an email providing more information on how to complete your application and provide any other supporting documents.
You must be authorised to work in the UK. No agencies please.
Mortgage and Protection Adviser in City of London employer: CMG Advisers LLP
Contact Detail:
CMG Advisers LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage and Protection Adviser in City of London
✨Tip Number 1
Network with professionals in the financial services sector, especially those who work in mortgage and protection advice. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture at CMG Advisers.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in the UK mortgage market. This will not only enhance your knowledge but also demonstrate your commitment to staying updated, which is crucial for a role that requires compliance with FCA regulations.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully built client relationships and delivered tailored financial solutions in your previous roles. Highlighting your experience will show that you can thrive in a client-focused environment like CMG Advisers.
✨Tip Number 4
Research CMG Advisers LLP thoroughly before your interview. Understand their values, the services they offer, and their approach to client care. This knowledge will help you align your answers with their expectations and demonstrate your genuine interest in joining their team.
We think you need these skills to ace Mortgage and Protection Adviser in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in mortgage and protection advice. Include specific achievements, such as successful client outcomes or sales targets met, to demonstrate your expertise.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client-focused solutions and your ability to thrive in a fast-paced environment. Mention your CeMap qualification and relevant experience to make a strong case for your candidacy.
Highlight Relevant Skills: In your application, emphasise your strong communication skills, numeracy, and IT literacy. Provide examples of how you've successfully engaged with clients and delivered tailored financial solutions in the past.
Follow Application Instructions: Carefully read the application instructions provided by CMG Advisers LLP. Ensure you submit all required documents and check your inbox for any follow-up emails regarding additional information needed for your application.
How to prepare for a job interview at CMG Advisers LLP
✨Know Your Products
Make sure you have a solid understanding of UK mortgage products and protection providers. Be prepared to discuss specific products and how they can meet client needs, as this will demonstrate your expertise and confidence.
✨Showcase Your Experience
Highlight your minimum three years of experience in mortgage and protection advice during the interview. Share specific examples of how you've successfully assessed client needs and delivered tailored financial solutions.
✨Emphasise Client Relationships
Since the role focuses on building strong client relationships, be ready to discuss your approach to client engagement. Share stories that illustrate your ability to connect with clients and provide exceptional service.
✨Prepare for Compliance Questions
Given the importance of compliance in this role, brush up on FCA regulations and be prepared to answer questions about how you ensure your advice is compliant. This will show that you take regulatory standards seriously.
