At a Glance
- Tasks: Help clients navigate mortgage options and provide tailored protection solutions.
- Company: Franklyn, a trusted financial planning firm in Congleton.
- Benefits: Competitive salary, attractive bonuses, 25 days holiday, and death in service benefit.
- Other info: Join a dynamic team with a focus on integrity and continuous improvement.
- Why this job: Make a real difference in clients' financial futures while building lasting relationships.
- Qualifications: 2+ years in mortgage marketing and CeMap qualification required.
The predicted salary is between 36000 - 60000 £ per year.
Franklyn provides financial planning tailored to each individual's needs, ensuring a personalized approach to wealth management. Our services focus on preserving and growing wealth, managing assets efficiently, and protecting individuals from financial risks. Through expertise and experience, Franklyn supports clients in making the right financial decisions for their future. Based in Congleton, we pride ourselves on building lifelong relationships with our clients and partnering with trusted organizations such as Stoke City FC and Sale Sharks Rugby Club.
Who We Need
We are seeking a motivated and customer‑focused, experienced Mortgage & Protection Adviser to provide expert mortgage advice and tailored protection solutions to both new and existing clients. The ideal candidate will be proactive, compliant, and committed to delivering exceptional service while working closely with lenders, providers, and internal support teams.
- Professional, ethical, and trustworthy
- Self‑motivated and target‑driven
- Detail‑oriented and organised
- Adaptable and comfortable in a fast‑paced environment
- Positive attitude and commitment to client care
Role Description
This is a full‑time, on‑site role for a Mortgage and Protection Advisor located in Congleton, Cheshire (some travel will form part of this role). The Mortgage and Protection Advisor will assist clients in navigating mortgage options, providing advice tailored to their unique financial situations.
You will provide expert, fully compliant mortgage and protection advice, guiding clients confidently from initial consultation through to completion and beyond. Conducting protection needs analysis and recommending relevant insurance solutions, presenting options clearly and ensuring clients fully understand the products offered.
Responsibilities include assessing clients' financial needs, offering appropriate mortgage solutions, ensuring compliance with industry standards, and maintaining long‑term relationships with clients while providing exceptional service in line with Franklyn’s core values (Integrity, Courage and Resilience, Together, Excellence and Continuous Improvement).
Skills and Experience
- Expertise in Mortgage Marketing and knowledge of mortgage products and trends – 2 years + experience
- Experience across BTL and specialist lending
- Understanding of protection products and underwriting processes and requirements
- Familiarity with CRM and mortgage sourcing systems
- Strong foundation in Finance and Financial Planning
- Experience working with Mortgages and providing tailored advice to clients
- CeMap qualification or equivalent certification is required
- Excellent interpersonal, communication, and client relationship skills
- Ability to work independently, manage workload, and meet deadlines, as well as operate effectively as part of a close team
- Attention to detail and the ability to work effectively in a regulated environment
- A background in customer service or sales within the financial sector is a plus
What’s In It For You?
- Competitive basic salary
- Attractive bonus structure
- Leads provided
- 25 days holiday
- Death in Service benefit (post‑qualification period)
Mortgage and Protection Advisor in Congleton employer: Franklyn
Franklyn is an exceptional employer that prioritises employee growth and development, offering a supportive work culture in the heart of Congleton. With a focus on delivering tailored mortgage and protection solutions, employees benefit from a rewarding commission structure and opportunities for professional advancement, all while fostering long-term client relationships in a collaborative environment.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage and Protection Advisor in Congleton
✨Network Like a Pro
Get out there and connect with people in the industry! Attend local events, join online forums, or even reach out to current Mortgage and Protection Advisors. Building relationships can lead to job opportunities that aren’t even advertised.
✨Show Off Your Skills
When you get the chance to meet potential employers, don’t hold back! Share your expertise in mortgage products and protection solutions. Use real-life examples to demonstrate how you’ve helped clients in the past – it’ll make you stand out!
✨Tailor Your Approach
Every client is unique, and so should be your approach. When chatting with potential employers, highlight your ability to provide tailored advice. Show them you understand the importance of personalisation in financial planning.
✨Apply Through Our Website
Don’t forget to check out our website for job openings! Applying directly through us not only shows your interest but also gives you a better chance of landing an interview. We’re always on the lookout for motivated individuals like you!
We think you need these skills to ace Mortgage and Protection Advisor in Congleton
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your expertise in mortgage advice and client relationship management to show us you're the perfect fit for the role.
Craft a Personal Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about helping clients with their financial needs and how your values align with Franklyn's core principles. Keep it personal and engaging!
Showcase Your Experience:When detailing your work history, focus on your achievements in the mortgage sector. We want to see how you've successfully navigated complex situations and provided tailored solutions to clients. Numbers and examples speak volumes!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen to join the Franklyn team!
How to prepare for a job interview at Franklyn
✨Know Your Stuff
Make sure you brush up on your mortgage products and protection solutions. Understand the latest trends in the market and be ready to discuss how you can tailor advice to meet individual client needs. This shows you're not just knowledgeable but also genuinely interested in helping clients.
✨Showcase Your People Skills
As a Mortgage and Protection Advisor, building relationships is key. Prepare examples of how you've successfully managed client relationships in the past. Highlight your communication skills and how you ensure clients feel understood and valued throughout their financial journey.
✨Be Ready for Compliance Questions
Since this role involves working in a regulated environment, expect questions about compliance and ethical practices. Familiarise yourself with industry standards and be prepared to discuss how you ensure compliance in your previous roles. This will demonstrate your commitment to integrity and professionalism.
✨Demonstrate Your Adaptability
The financial sector can be fast-paced, so be ready to share examples of how you've adapted to changes or challenges in your previous roles. Whether it's adjusting to new regulations or managing a heavy workload, showing that you can thrive under pressure will set you apart.
