At a Glance
- Tasks: Help clients secure mortgages and protection products while managing a busy pipeline.
- Company: Respected Estate Agency with a focus on client success.
- Benefits: Competitive salary up to £35,000, OTE £75,000, flexible hours, and warm leads.
- Other info: Fast-paced environment with serious earning potential and career growth.
- Why this job: Make a real impact and see the results of your hard work every day.
- Qualifications: 3+ years industry experience, fully CeMAP qualified, and a full UK driving licence.
The predicted salary is between 35000 - 40000 £ per year.
Join a respected Estate Agency as a Mortgage Adviser, where every lead is warm, every opportunity counts, and your expertise really makes a difference. Step straight into a pipeline of ready-to-go clients and start turning mortgages and protection needs into wins from day one. This role is all about making an impact, building strong relationships, and seeing the results of your hard work every single day. You'll manage your pipeline from first enquiry to completion, helping clients achieve their goals while growing your own success.
Fast-paced, rewarding, and made for high-energy advisers, this role comes with serious earning potential and a consistent flow of warm/hot leads.
The Package:
- Up to £35,000 basic with OTE £75,000
- Realistic earning potential with basic and overall packages tailored to experience, performance and output.
- Monday - Friday 8:45am - 5pm (flexible around starting and finishing times for early/late appointments)
- Occasional Saturday work may be required
The Mortgage Adviser Role
- Deliver tailored, whole-of-market mortgage solutions that meet each client's individual needs
- Provide expert guidance on protection products, including life insurance, critical illness cover, income protection, and home insurance
- Actively manage and convert high-quality leads provided by the estate agency
- Build strong, long-lasting client relationships through outstanding service
- Ensure full compliance with FCA regulations and internal company standards
- Work closely with estate agency colleagues to maximise opportunities and drive successful outcomes
The Person
- You have a full UK driving licence
- Minimum of 3 year's industry experience
- Fully CeMAP qualified (or equivalent)
- Confident and professional in all client interactions, both face-to-face and over the phone
- Commercial mindset with a natural ability to spot opportunities
- Organised, structured, and able to manage a busy pipeline effectively
- Positive, proactive, and self-motivated, you get things done
Mortgage Adviser employer: Harte Consulting Ltd
Join a dynamic and respected Estate Agency as a Mortgage Adviser, where you will thrive in a supportive work culture that values your expertise and dedication. With a consistent flow of warm leads and a focus on employee growth, you can expect to see the direct impact of your efforts while enjoying competitive earning potential and flexible working hours. This is an excellent opportunity for high-energy advisers looking to build meaningful client relationships and achieve their professional goals in a fast-paced environment.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage 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 Harte Consulting Ltd. 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 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 Harte Consulting Ltd.
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 Harte Consulting Ltd'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 Harte Consulting Ltd
✨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 Harte Consulting Ltd.
✨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 Harte Consulting Ltd 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 Harte Consulting Ltd 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.
