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, uncapped earnings, flexible hours, and 22 days holiday.
- Other info: Fast-paced environment with warm leads and excellent earning potential.
- Why this job: Make a real impact and build lasting relationships from day one.
- Qualifications: 3 years industry experience and fully CeMAP qualified.
The predicted salary is between 35000 - 75000 € per year.
Join a respected Estate Agency as a Mortgage Advisor, 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.
As a Mortgage Advisor, 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 advisors, this role comes with serious earning potential and a consistent flow of warm/hot leads.
The Package:
- £35,000 basic with uncapped OTE, realistic at £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
- 22 days holiday plus bank holidays (increasing with service)
The Mortgage Advisor 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 years' 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 Advisor in Sunderland employer: Harte Recruitment - Property & Conveyancing Recruitment Specialists
Join a dynamic and respected Estate Agency as a Mortgage Advisor, 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 not only competitive earnings but also the opportunity to build lasting client relationships and make a real impact in the community. Enjoy flexible working hours, generous holiday allowances, and a team-oriented environment that encourages success and personal development.
Contact Detail:
Harte Recruitment - Property & Conveyancing Recruitment Specialists Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Advisor in Sunderland
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend local events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. Building relationships can lead to opportunities you might not find on job boards.
✨Tip Number 2
Showcase your expertise! Create a personal brand that highlights your skills as a Mortgage Advisor. Share insights on social media, write articles, or even start a blog. This not only positions you as an expert but also attracts potential clients and employers.
✨Tip Number 3
Be proactive with follow-ups! After meeting someone or applying for a role, send a quick message to express your interest. A little persistence goes a long way and shows that you’re genuinely keen on making an impact in the mortgage sector.
✨Tip Number 4
Apply through our website! We’ve got a steady stream of warm leads waiting for you. By applying directly, you’ll not only get noticed faster but also have a better chance of landing that dream role as a Mortgage Advisor with us.
We think you need these skills to ace Mortgage Advisor in Sunderland
Some tips for your application 🫡
Show Your Passion:When writing your application, let your enthusiasm for the Mortgage Advisor role shine through. We want to see how excited you are about helping clients achieve their goals and making a real impact in their lives.
Tailor Your Experience:Make sure to highlight your relevant experience in the mortgage industry. We’re looking for someone with at least 3 years under their belt, so don’t be shy about showcasing your achievements and how they align with what we do at StudySmarter.
Be Personable:Since building strong relationships is key in this role, use your application to demonstrate your interpersonal skills. Share examples of how you've successfully connected with clients and colleagues in the past – we love a good story!
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 you’re keen on joining our team!
How to prepare for a job interview at Harte Recruitment - Property & Conveyancing Recruitment Specialists
✨Know Your Stuff
Make sure you brush up on your mortgage knowledge and the latest industry trends. Be ready to discuss different mortgage products and protection solutions, as well as how they can benefit clients. This shows you're not just qualified but genuinely passionate about helping people.
✨Showcase Your People Skills
As a Mortgage Advisor, building strong relationships is key. Prepare examples of how you've successfully managed client relationships in the past. Think about times when you went above and beyond to meet a client's needs – this will highlight your commitment to outstanding service.
✨Demonstrate Your Organisational Skills
With a busy pipeline to manage, it's crucial to show that you're organised and structured. Bring along a plan or system you use to keep track of leads and client interactions. This will reassure them that you can handle the fast-paced environment and deliver results.
✨Be Ready for Compliance Questions
Familiarise yourself with FCA regulations and internal compliance standards. Be prepared to discuss how you ensure compliance in your work. This will demonstrate your professionalism and understanding of the importance of adhering to industry regulations.
