At a Glance
- Tasks: Help clients find the best mortgage and protection solutions while managing their cases.
- Company: Established mortgage brokerage in Basildon with a strong team culture.
- Benefits: Earn a competitive salary, uncapped commission, and access to inbound leads.
- Other info: Immediate start with excellent career development opportunities.
- Why this job: Join a dynamic team and make a real impact in the mortgage industry.
- Qualifications: CeMAP qualified with 2+ years of mortgage advisory experience.
The predicted salary is between 30000 - 40000 £ per year.
Location: Basildon, Essex.
Salary: £30,000–£40,000 basic, depending on experience. OTE: Up to £100,000. Commission: Uncapped.
Forward Systems Recruitment is working with an established specialist mortgage brokerage in Basildon that is looking to add an experienced Mortgage & Protection Adviser to its team. This is a strong opportunity for an adviser who wants access to a consistent flow of inbound opportunities, uncapped earning potential and the chance to work with a varied client base, including more complex mortgage cases.
The role: You will work with prospective and existing clients to understand their circumstances, identify appropriate mortgage and protection solutions, and manage cases through the advice process. The business operates within a specialist area of the mortgage market and works with clients whose circumstances can be more complex than standard high-street cases, including self-employed and complex-income applicants. You will have access to a strong flow of inbound leads, allowing you to spend more of your time advising and converting clients rather than relying entirely on self-generated business.
What we’re looking for:
- CeMAP qualified.
- Around 2+ years’ mortgage advisory experience.
- Current or recent experience working as a Mortgage Adviser, Mortgage Broker or Mortgage & Protection Adviser.
- Strong communication and client-management skills.
- Comfortable advising clients across a range of mortgage circumstances.
- Commercially driven and motivated by performance-based earnings.
- Able to work from the Basildon area.
Package:
- £30,000–£40,000 basic salary, depending on experience.
- OTE up to £100,000.
- Uncapped commission.
- Strong inbound lead flow.
- Exposure to specialist and complex mortgage cases.
- Training and support within the firm’s specialist market.
This role is particularly suited to an adviser who has built a solid foundation in mortgage advice and is looking for an opportunity with greater lead flow, earning potential and room to develop.
Experience: Not required
Employment: Full-time
Salary: £30,000 – £40,000 yearly
Benefits: 100,000 OTE
Starting time: Immediate start!
Mortgage & protections adviser employer: Forward Systems Recruitment
Forward Systems Recruitment is an exceptional employer located in Basildon, Essex, offering a dynamic work environment where Mortgage & Protection Advisers can thrive. With uncapped earning potential and a consistent flow of inbound leads, employees are empowered to focus on client relationships and complex cases, fostering both professional growth and financial success. The company prioritises training and support, ensuring that advisers have the resources they need to excel in their careers while enjoying a collaborative and high-performing team culture.
Contact Details:
Forward Systems Recruitment Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage & protections 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 Forward Systems Recruitment. 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 Mortgage & protections 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 Forward Systems Recruitment.
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 Forward Systems Recruitment'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 Forward Systems Recruitment
✨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 Forward Systems Recruitment.
✨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 Forward Systems Recruitment 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 Forward Systems Recruitment 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.
