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- Tasks: Help clients find the best mortgage and protection products for their needs.
- Company: Join a leading brokerage in the Southeast, part of a top UK network.
- Benefits: Enjoy a competitive salary, commission options, and flexibility with self-employment.
- Why this job: Be part of a growing team that values exceptional service and client relationships.
- Qualifications: Must have CeMap or similar qualification and experience in the field.
- Other info: Opportunities for personal growth and skill development in a supportive environment.
The predicted salary is between 25000 - 29000 £ per year.
Our client is a well-established Mortgage and Protection brokerage, providing exceptional service to clients across the Southeast. They are part of one of the UK’s biggest and most successful networks. Due to their expanding business and increased number of lead sources, they require an additional Mortgage and Protection Advisor in Dartford to maintain their high levels of service to both clients and the professionals they work with. My clients are open to both employed and self-employed advisers.
Salary/Package for this Mortgage and Protection Advisor:
- Basic £25,000 - £29,000
- OTE £65,000 - £80,000
- 15% - 30% Commission
- Self-employed option available
Duties included in the role of a Mortgage and Protection Advisor:
- Identify customers’ financial needs and advise them on the products that would best suit their requirements.
- Ensure clients understand the products and services offered and the process.
- Complete customer interviews by appointment and on-demand and make sales that meet customers’ needs.
- Look for opportunities to attract new customers and professionals.
- Prepare for future appointments, gathering appropriate information from colleagues to generate referrals.
- Deliver a professional and credible service and ensure your knowledge is up to date at all times.
- Work towards sales targets and always know how you are performing against these.
Requirements for the role of a Mortgage and Protection Advisor:
- CeMap or other industry-recognised qualification
- Experience as a Mortgage and Protection Adviser
- CAS
- Willingness to learn new skills.
- Excellent communication skills
- Ability to demonstrate excellence in your field.
- Outstanding levels of customer service
- Full driving licence
Mortgage and Protection Advisor employer: GCB Recruitment
Contact Detail:
GCB Recruitment 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 mortgage and protection industry. Attend local events or join online forums where you can connect with other advisors and potential clients. Building relationships can lead to referrals and opportunities that may not be advertised.
✨Tip Number 2
Stay updated on the latest trends and regulations in the mortgage market. This knowledge will not only boost your confidence during interviews but also demonstrate your commitment to providing the best service to clients.
✨Tip Number 3
Prepare for your interview by practising common questions specific to mortgage and protection advising. Think about how you would handle various client scenarios, as this will showcase your problem-solving skills and customer service approach.
✨Tip Number 4
Research the brokerage thoroughly before your interview. Understand their values, services, and target market. Tailoring your conversation to align with their mission can make a strong impression and show that you're genuinely interested in joining their team.
We think you need these skills to ace Mortgage and Protection Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience as a Mortgage and Protection Advisor. Include specific achievements, such as sales targets met or customer satisfaction ratings, to demonstrate your capabilities.
Craft a Compelling Cover Letter: Write a cover letter that addresses the specific requirements mentioned in the job description. Explain how your qualifications, such as CeMap certification and experience, make you a perfect fit for the role.
Showcase Your Communication Skills: Since excellent communication is key for this role, consider including examples in your application that demonstrate your ability to explain complex financial products clearly and effectively.
Highlight Customer Service Experience: Emphasise your commitment to outstanding customer service in your application. Provide examples of how you've gone above and beyond to meet client needs in previous roles.
How to prepare for a job interview at GCB Recruitment
✨Know Your Products Inside Out
As a Mortgage and Protection Advisor, it's crucial to have a deep understanding of the products you'll be discussing. Familiarise yourself with various mortgage options, protection plans, and the latest industry trends to demonstrate your expertise during the interview.
✨Showcase Your Communication Skills
Excellent communication is key in this role. Prepare to discuss how you've effectively communicated complex financial information to clients in the past. Use examples that highlight your ability to simplify jargon and ensure clients feel informed and confident.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and customer service approach. Think of specific situations where you successfully identified a client's needs and provided tailored solutions, and be ready to share these stories.
✨Demonstrate Your Sales Acumen
Since the role involves working towards sales targets, be prepared to discuss your previous sales experiences. Highlight any achievements or strategies you've used to attract new clients and meet or exceed targets, showcasing your proactive approach.
