At a Glance
- Tasks: Provide expert mortgage and protection advice to an established client base.
- Company: Join Eminent Financial, a trusted name in financial advice.
- Benefits: Earn a competitive salary plus uncapped commission and enjoy ongoing training.
- Other info: Enjoy a supportive team culture and excellent career progression opportunities.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Must be CeMAP qualified with 3-4 years of experience.
The predicted salary is between 35000 - 35000 £ per year.
Location: Canary Wharf, London (Office-Based)
Salary: £35,000 Basic + Uncapped Commission
Job Type: Full-Time, Permanent
Build Your Career with Eminent Financial
At Eminent Financial Ltd, we pride ourselves on delivering exceptional mortgage and protection advice through a client-focused approach built on trust, professionalism and excellence. Based in the heart of Canary Wharf and as part of The Openwork Partnership, we provide our advisers with the support, infrastructure and opportunities needed to build long-term, successful careers. Due to continued growth, we are seeking an experienced Mortgage & Protection Adviser to join our expanding team. This is an excellent opportunity for a driven adviser who enjoys building lasting relationships with clients and maximising opportunities from an established client base. Rather than cold prospecting, you will be working from an existing client bank, providing mortgage reviews, remortgage advice and comprehensive protection solutions to clients who already have an established relationship with the business.
What We Offer
- Competitive basic salary of £35,000
- Uncapped commission structure with excellent earning potential
- Access to an established and growing existing client bank
- Ongoing opportunities from mortgage reviews, remortgages, protection reviews and client referrals
- Canary Wharf Office
- Compliance support
- Access to a comprehensive range of lenders and protection providers
- Ongoing training and professional development
- Career progression opportunities within a growing firm
- Supportive, collaborative, professional and family team culture
The Role
As a Mortgage & Protection Adviser, you will be responsible for delivering high-quality mortgage and protection advice while maintaining the exceptional service standards that our clients expect. Key responsibilities include:
- Conducting detailed fact-finds and client consultations
- Advising on residential mortgages, remortgages and buy-to-let solutions
- Identifying and recommending appropriate protection products, including Life Insurance, Critical Illness Cover and Income Protection
- Managing and developing relationships within the existing client bank
- Carrying out regular mortgage and protection reviews
- Maximising protection penetration through holistic financial conversations
- Maintaining accurate client records and ensuring FCA compliance
- Delivering outstanding customer service throughout the client journey
- Achieving and exceeding agreed sales and performance targets
About You
Essential Requirements
- Minimum 3 to 4 years' experience as a Mortgage & Protection Adviser
- Proven track record of advising and successfully selling both mortgage and protection products
- CeMAP qualified (or equivalent)
- Strong protection knowledge and conversion ability
- Excellent communication and interpersonal skills
- Professional, client-focused approach
- Self-motivated and target-driven mindset
- Good understanding of FCA regulations and compliance requirements
Desirable
- Experience working with existing client banks and review-based business
- Ability to generate referrals through excellent customer service
- Experience operating within a network or directly authorised environment
Why Join Us?
At Eminent Financial Ltd, we believe our advisers are at the heart of our success. We have built our reputation on delivering exceptional client outcomes, maintaining the highest professional standards and creating long-term relationships based on trust and integrity. Our advisers benefit from a collaborative environment, strong operational support and access to a loyal and growing client bank, allowing them to focus on what they do best: providing excellent advice and helping clients achieve their financial goals. If you are an ambitious Mortgage & Protection Adviser looking for a genuine long-term career opportunity with strong earning potential and a steady flow of opportunities from an established client bank, we would love to hear from you. Apply today and become part of the continued success story at Eminent Financial.
CeMAP Qualified Mortgage & Protection Adviser employer: Eminent Financial
Eminent Financial Ltd is an outstanding employer located in the vibrant Canary Wharf, London, offering a competitive salary and uncapped commission structure that rewards your hard work and dedication. Our supportive and collaborative team culture fosters professional growth, with ongoing training and career progression opportunities, allowing you to thrive in a client-focused environment where your expertise is valued and your success is celebrated.
StudySmarter Expert Advice🤫
We think this is how you could land CeMAP Qualified Mortgage & Protection Adviser
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Eminent Financial. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace CeMAP Qualified Mortgage & Protection Adviser
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Eminent Financial.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Eminent Financial's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Eminent Financial
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Eminent Financial.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Eminent Financial will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Eminent Financial employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
