Mortgage Advisor

Mortgage Advisor

Full-Time 39000 - 91000 £ / year (est.) No home office possible
C

At a Glance

  • Tasks: Help customers navigate the mortgage process and provide tailored advice.
  • Company: Join Geering & Colyer, part of Connells Group, a leading UK estate agency since 1936.
  • Benefits: Enjoy a competitive salary, uncapped commission, and all-expense-paid trips for top achievers.
  • Why this job: Be part of a supportive team that invests in your growth and offers clear career progression.
  • Qualifications: Must have Full CeMAP or equivalent, excellent customer service skills, and a full UK driving license.
  • Other info: Work in a fast-paced environment with a focus on building relationships and achieving goals.

The predicted salary is between 39000 - 91000 £ per year.

Job Description

Mortgage Advisor

RA Bennett Estate Agency are looking for a n Experienced Mortgage and Protection Advisor to join them in Cheltenham. OTE £60K

We are looking for an exceptional individual with the skills, ambition, and drive to deliver an outstanding customer experience throughout the mortgage journey.

You will need to be adaptable, self-motivated and thrive in a dynamic, fast-paced, target-driven environment.

This is a prestigious opportunity in our flagship Cheltenham branch – a prime location with a high volume of quality leads and exceptional earning potential. For the right person, this role offers a genuine chance to significantly grow their income and elevate their career with the support of a well-established, high-performing team.

What can we offer you as our Mortgage and Protection Advisor

  • Competitive Salary OTE £60k
  • Superb training and development programme with clear career progression.
  • Uncapped commission – your earnings reflect your success.
  • High-quality leads generated through our trusted Estate Agency network.
  • Quality and Loyalty Bonus to reward your commitment.
  • Group Discounts on a wide range of Property Services

Main responsibilities of a Trainee Mortgage and Protection Advisor

  • Build strong, lasting relationships with Estate Agency teams to provide expert guidance and support.
  • Attract and retain new customers through your motivation and passion for delivering results.
  • Guide clients seamlessly through the full mortgage journey with tailored advice and exceptional service
  • Identify and recommend appropriate mortgage and protection solutions to meet individual needs.
  • Play a key role in regular branch meetings to share insights, celebrate successes and refine strategies.

Skills and experience required to be a successful Trainee Mortgage and Protection Advisor

  • At least 2 years' experience in a sales role
  • CeMap/CF1or CF6
  • Excellent knowledge of UK mortgage products
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team

Countrywide Mortgage Services is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity.

Don’t meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you’re excited about this role but your experience doesn’t fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities.

MS01539

Mortgage Advisor employer: Countrywide Mortgage Services

At Geering & Colyer, we pride ourselves on being an exceptional employer, offering a competitive salary with OTE up to £65k and a superb training and development program tailored for our Mortgage and Protection Advisors. Our supportive and rewarding work culture fosters employee growth through transparent progression structures and uncapped commission opportunities, all while providing the tools and resources needed to succeed in a fast-paced environment. Join us in Hove, where your contributions are valued, and enjoy unique perks like all-expense-paid trips for top achievers and group discounts on property services.
C

Contact Detail:

Countrywide Mortgage Services Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage Advisor

✨Tip Number 1

Familiarize yourself with the mortgage products and services offered by Geering & Colyer. Understanding their unique selling points will help you articulate how you can enhance customer experience during the interview.

✨Tip Number 2

Network with current employees or industry professionals who have experience in mortgage advising. They can provide insights into the company culture and expectations, which can be invaluable during your discussions.

✨Tip Number 3

Prepare to discuss specific examples of how you've successfully generated new business in a target-driven environment. Highlighting your past achievements will demonstrate your capability to meet the demands of this role.

✨Tip Number 4

Showcase your adaptability and resilience by sharing experiences where you've thrived in fast-paced settings. This will align well with the company's emphasis on a dynamic work environment.

We think you need these skills to ace Mortgage Advisor

Full CeMAP or industry equivalent qualification
Outstanding customer care / customer service experience
Ability to generate new business in a target driven environment
Resilience and positivity
Organizational skills
Numeracy and attention to detail
Excellent verbal communication skills
Excellent written communication skills
IT literacy (MS Office, internet, email systems)
Full UK driving license
Access to own vehicle
Adaptability
Self-motivation
Relationship building skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your relevant experience in mortgage advising and customer service. Use keywords from the job description to demonstrate that you meet the requirements.

Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for the role and how your skills align with the company's needs. Mention your adaptability and experience in a target-driven environment.

Highlight Your Qualifications: Clearly state your Full CeMAP or equivalent qualification in your application. This is crucial as it is a key requirement for the position.

Showcase Your Customer Care Skills: Provide specific examples of how you've delivered outstanding customer service in previous roles. This will help demonstrate your suitability for improving customer experience throughout the mortgage process.

How to prepare for a job interview at Countrywide Mortgage Services

✨Show Your Motivation

Make sure to express your motivation for the role clearly. Talk about what drives you in a fast-paced, target-driven environment and how you can contribute to improving customer experiences throughout the mortgage process.

✨Demonstrate Your Customer Care Skills

Prepare examples of how you've provided outstanding customer service in the past. Highlight your ability to build relationships and walk customers through complex processes, as this is crucial for a Mortgage Advisor.

✨Highlight Your Qualifications

Be ready to discuss your CeMAP qualification or any equivalent industry qualifications. Explain how your education has prepared you for the challenges of the role and how it aligns with the company's expectations.

✨Prepare for Scenario Questions

Expect scenario-based questions that assess your problem-solving skills and resilience. Think of situations where you successfully generated new business or overcame challenges in a previous role, and be ready to share those stories.

C
Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>