Mortgage and Protection Advisor

Mortgage and Protection Advisor

Derby Full-Time 28800 - 43200 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Provide tailored mortgage advice and build client relationships.
  • Company: Join a team with over 30 years of experience in mortgage advice.
  • Benefits: Flexible hours, full-time or part-time options available.
  • Why this job: Make a real impact by helping clients achieve their financial goals.
  • Qualifications: Experience in finance and mortgages; CeMap qualification required.
  • Other info: Entry-level position with opportunities for growth.

The predicted salary is between 28800 - 43200 £ per year.

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With over 30 years of combined experience, we provide friendly, clear, and concise mortgage advice tailored to our clients individual needs. We pride ourselves on excellent service, guiding our clients every step of the way.

Role Description

This role can truly be what you make it! Whether you\’re looking for and employed or self-employed role, full-time or part-time hours, if you believe you\’ll be a good addition to the team, we want to hear from you! The advisor will provide comprehensive mortgage advice, financial planning, and protection services to clients. Responsibilities include assessing clients\’ financial situations, identifying suitable mortgage and protection products, and ensuring compliance with regulatory standards. Building and maintaining client relationships to offer personalised advice will be key aspects of this role.

Qualifications

  • Experience in Finance, and Mortgages
  • Proficiency in Financial Planning
  • CeMap Qualification is required
  • Strong interpersonal and communication skills
  • Excellent analytical and problem-solving abilities
  • Ability to provide tailored advice based on individual client needs
  • Previous experience in a similar role is a plus

Seniority level

  • Seniority level

    Entry level

Employment type

  • Employment type

    Full-time

Job function

  • Job function

    Finance and Sales

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Mortgage and Protection Advisor employer: Derbyshire Mortgages and Protection

At Derbyshire Mortgages and Protection, we foster a supportive and dynamic work environment where your career can flourish. With flexible employment options and a commitment to professional development, we empower our Mortgage and Protection Advisors to build meaningful client relationships while receiving tailored training and mentorship. Join us in Derby, where our strong community focus and dedication to excellent service make us an exceptional employer for those seeking a rewarding career in finance.
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Contact Detail:

Derbyshire Mortgages and Protection Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage and Protection Advisor

Tip Number 1

Network with professionals in the finance and mortgage industry. Attend local events or join online forums to connect with others who can provide insights or even referrals for the Mortgage and Protection Advisor role.

Tip Number 2

Familiarise yourself with the latest mortgage products and financial regulations. Staying updated will not only boost your confidence but also demonstrate your commitment to providing excellent service to potential clients.

Tip Number 3

Practice your communication skills by engaging in mock consultations. This will help you articulate your advice clearly and build rapport with clients, which is crucial for a role focused on personalised service.

Tip Number 4

Research Derbyshire Mortgages and Protection thoroughly. Understanding their values, services, and client approach will allow you to tailor your discussions during interviews and show that you're genuinely interested in joining their team.

We think you need these skills to ace Mortgage and Protection Advisor

CeMap Qualification
Financial Planning Proficiency
Mortgage Knowledge
Regulatory Compliance Understanding
Client Relationship Management
Interpersonal Skills
Communication Skills
Analytical Skills
Problem-Solving Abilities
Tailored Advice Provision
Attention to Detail
Sales Skills
Time Management
Adaptability

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in finance and mortgages. Emphasise your CeMap qualification and any previous roles that demonstrate your ability to provide tailored advice.

Craft a Compelling Cover Letter: Write a cover letter that showcases your interpersonal skills and your passion for helping clients. Mention specific examples of how you've successfully assessed financial situations and provided personalised advice in the past.

Highlight Compliance Knowledge: Since compliance with regulatory standards is crucial, include any relevant training or experience you have in this area. This will show that you understand the importance of adhering to industry regulations.

Showcase Relationship-Building Skills: In your application, discuss your ability to build and maintain client relationships. Provide examples of how you've successfully engaged with clients to offer personalised financial planning and protection services.

How to prepare for a job interview at Derbyshire Mortgages and Protection

Know Your Products

Familiarise yourself with various mortgage and protection products. Be prepared to discuss how different options can meet clients' needs, as this will demonstrate your expertise and ability to provide tailored advice.

Showcase Your Interpersonal Skills

Since building client relationships is key in this role, practice showcasing your communication skills. Use examples from past experiences where you successfully built rapport with clients or resolved conflicts.

Understand Regulatory Standards

Brush up on the regulatory standards relevant to mortgages and financial planning. Being able to discuss compliance knowledge will show that you take the role seriously and understand the importance of adhering to industry regulations.

Prepare for Scenario Questions

Expect scenario-based questions during the interview. Prepare by thinking through how you would assess a client's financial situation and recommend suitable products, demonstrating your analytical and problem-solving abilities.

Mortgage and Protection Advisor
Derbyshire Mortgages and Protection
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