At a Glance
- Tasks: Help clients navigate their mortgage needs and provide tailored advice.
- Company: Join a reputable broker with a supportive and fun team environment.
- Benefits: Enjoy hybrid work, competitive pay, uncapped commission, and great perks.
- Why this job: Be part of a thriving team where top advisors earn over £200K!
- Qualifications: Must have CeMAP qualification and 2 years' experience in the field.
- Other info: Opportunity for professional growth through training and industry events.
The predicted salary is between 36000 - 60000 £ per year.
THE OPPORTUNITY: Get Recruited is working with a well-established and reputable whole of market broker, who due to growth have an exciting opportunity for an experienced Mortgage & Protections Advisor to join their longstanding team. You will be working alongside Advisors with 13, 10, and 17 years of service with the business in a friendly, fun and supportive environment. With Advisors taking home £200K+ in the business, you will be looked after financially as well as in benefits and flexibility. This is a fantastic opportunity for an experienced Mortgage Advisor or Mortgage Broker to join a firm offering a highly competitive commission structure, a fantastic working environment and a supportive Director.
RESPONSIBILITIES:
- Engage with new and existing clients to understand their mortgage and lending needs
- Deliver clear, accurate, and FCA-compliant mortgage advice tailored to each client
- Assist clients with application form completion
- Submit fully packaged mortgage applications to lenders and manage the end-to-end process
- Ensure full compliance with internal procedures and FCA guidelines throughout the customer journey
- Liaise with all stakeholders involved in the application process; lenders, surveyors, solicitors, etc.
- Provide regular updates to clients regarding application progress
- Maintain accurate and up-to-date records on CRM systems, including re-broking dates and contact history
- Upload all client documents securely to the system and follow paperless office protocols
- Update shared tools such as Google Sheets and performance trackers as required
- Attend industry events, CPD sessions, and training seminars to enhance your product and market knowledge
THE PERSON:
- CeMAP (or equivalent) qualification is essential
- Equity Release qualification required (or must be obtained within 12 months of joining)
- Minimum 2 years' experience in a Mortgage Advisor or Mortgage Broker role
- Strong organisational skills with excellent attention to detail
- Confident communicator with a friendly and professional manner
- Experience using CRM systems
TO APPLY: Please send your CV for immediate consideration. Get Recruited is acting as an Employment Agency in relation to this vacancy.
Mortgage & Protections Advisor employer: Get-Recruited (UK) Ltd
Contact Detail:
Get-Recruited (UK) Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage & Protections Advisor
✨Tip Number 1
Network with professionals in the mortgage industry. Attend local events or join online forums where you can connect with other Mortgage Advisors. Building relationships can lead to referrals and insider information about job openings.
✨Tip Number 2
Stay updated on the latest mortgage products and regulations. Subscribe to industry newsletters or follow relevant social media accounts. This knowledge will not only help you in interviews but also demonstrate your commitment to the field.
✨Tip Number 3
Prepare for role-specific scenarios during interviews. Think of examples from your past experience where you successfully managed client relationships or navigated complex mortgage applications. This will showcase your expertise and problem-solving skills.
✨Tip Number 4
Research the company culture and values of the broker you're applying to. Tailor your conversations to reflect how your personal values align with theirs, which can make a strong impression during interviews.
We think you need these skills to ace Mortgage & Protections Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as a Mortgage Advisor or Broker. Emphasise your CeMAP qualification and any experience with equity release, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the mortgage industry and your understanding of client needs. Mention specific examples of how you've successfully engaged with clients and delivered tailored advice.
Highlight Compliance Knowledge: Since compliance is key in this role, include any experience you have with FCA guidelines and internal procedures. This will demonstrate your ability to maintain high standards throughout the customer journey.
Showcase Communication Skills: In your application, provide examples of how you've effectively communicated with clients and stakeholders. Highlight your friendly and professional manner, as this is important for building client relationships.
How to prepare for a job interview at Get-Recruited (UK) Ltd
✨Know Your Stuff
Make sure you brush up on your mortgage knowledge, especially the latest FCA regulations and market trends. Being able to discuss these confidently will show that you're serious about the role and understand the industry.
✨Showcase Your Experience
Prepare specific examples from your previous roles that highlight your skills in client engagement and application management. This will help demonstrate your ability to handle the responsibilities outlined in the job description.
✨Be Personable
Since this role involves a lot of client interaction, it's important to come across as friendly and approachable. Practice your communication skills and be ready to engage in a warm, professional manner during the interview.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and growth opportunities. This not only shows your interest in the position but also helps you determine if the company is the right fit for you.