Mortgage and Insurance Advisor
Mortgage and Insurance Advisor

Mortgage and Insurance Advisor

Derby Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Provide independent advice on mortgages and insurance products while managing your own schedule.
  • Company: Join Finance Advice Centre, a unique Mortgage, Loan & Insurance Company focused on adviser support.
  • Benefits: Enjoy flexible hours, admin support, and industry-leading incentives with earnings potential of £35k to £100k+.
  • Why this job: Make a real impact in finance while growing your client base in a supportive environment.
  • Qualifications: Experience in financial services and relevant qualifications like CF1, CF6, or CeMAP required.
  • Other info: Self-Employed vacancies available; leads provided through various channels.

The predicted salary is between 36000 - 60000 £ per year.

Social network you want to login/join with:Are you a skilled Mortgage and Insurance Advisor looking to take your career to the next level? Are you ready to make a real impact in the vibrant world of finance and insurance? Look no further! We have an exciting opportunity for you to join our dynamic team in Derby!As a Mortgage and Insurance advisor, you will be responsible for giving independent advice and making recommendations on mortgages and insurances products from the whole of the market. You will either be meeting clients, at one of the Company\’s offices, in the client\’s home, workplace or over the phone and you will have the flexibility to control your own diary. Admin support is provided so that once your file is completed the case is handed to the team who will then process it through to completion. This will free up your time to move onto the next case without worrying about time consuming chasing for updates from clients, lenders and insurance companies. Leads will be provided from our radio advertising, websites and from its professional Introducers. In addition to this, the successful applicant will ideally need to demonstrate a pro-active attitude to both networking and lead generating.We have Self-Employed vacancies available. Hours are flexible and we offer industry leading incentives with OTE of 35k to £100k+ per annum.Mortgage and Insurance Advisor Requirements:Experience and a proven record of accomplishment from within the financial services industry.You will need qualifications CF1 & CF6 or CeMAP 1, 2 & 3 to advise on mortgages and CF3, RO5, CeFA 3 or CeMAP 1 to advise on insurances.Good communication and people skills with an excellent phone manner.Good IT skills with a proficient typing speed and experience of working with Microsoft Word, Excel and Outlook.Meet the Organisation: Who We Are and What We DoFinance Advice Centre has been formed as a Mortgage, Loan & Insurance Company with a difference. We offer a better alternative for advisers who are looking for genuine help and support to grow their client bank in a compliant and professional manner.If you\’re ready to supercharge your career as a Mortgage and Insurance Advisor, this opportunity is tailor-made for you! Don\’t let it slip away seize this thrilling chance and apply now! #J-18808-Ljbffr

Mortgage and Insurance Advisor employer: JobLeads GmbH

At Finance Advice Centre, we pride ourselves on being an exceptional employer that fosters a supportive and dynamic work culture in Derby. With flexible hours, industry-leading incentives, and comprehensive admin support, our Mortgage and Insurance Advisors can focus on what they do best—helping clients while enjoying significant growth opportunities. Join us to be part of a team that values your expertise and empowers you to thrive in the vibrant finance and insurance sector.
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Contact Detail:

JobLeads GmbH Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage and Insurance Advisor

✨Tip Number 1

Network actively within the finance and insurance sectors. Attend local events, join relevant online forums, and connect with professionals on platforms like LinkedIn to build relationships that could lead to referrals or job opportunities.

✨Tip Number 2

Familiarise yourself with the latest trends and regulations in the mortgage and insurance markets. This knowledge will not only boost your confidence during interviews but also demonstrate your commitment to staying informed and providing the best advice to clients.

✨Tip Number 3

Prepare for potential interviews by practising common questions specific to mortgage and insurance advisory roles. Focus on showcasing your experience, problem-solving skills, and how you can contribute to the company's success.

✨Tip Number 4

Leverage the leads provided by the company effectively. Show your proactive approach by preparing strategies on how you would convert these leads into successful client relationships, which will highlight your initiative and sales acumen.

We think you need these skills to ace Mortgage and Insurance Advisor

Mortgage Advisory Skills
Insurance Knowledge
CF1 & CF6 or CeMAP 1, 2 & 3 Qualifications
CF3, RO5, CeFA 3 or CeMAP 1 for Insurance Advice
Excellent Communication Skills
Strong Interpersonal Skills
Proficient IT Skills
Typing Proficiency
Experience with Microsoft Word, Excel, and Outlook
Networking Skills
Lead Generation Skills
Time Management
Client Relationship Management
Sales Skills
Problem-Solving Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in the financial services industry, particularly focusing on your qualifications CF1 & CF6 or CeMAP 1, 2 & 3 for mortgages and CF3, RO5, CeFA 3 or CeMAP 1 for insurances. Use specific examples to demonstrate your achievements.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention your proactive attitude towards networking and lead generation, and how you can contribute to the team at Finance Advice Centre.

Highlight Communication Skills: Since good communication and people skills are essential for this role, provide examples of how you've successfully interacted with clients in the past. This could include your phone manner and any relevant experiences that showcase your ability to build relationships.

Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail and professionalism, which is crucial in the finance and insurance sectors.

How to prepare for a job interview at JobLeads GmbH

✨Showcase Your Qualifications

Make sure to highlight your qualifications such as CF1 & CF6 or CeMAP 1, 2 & 3 during the interview. This demonstrates your expertise and readiness to advise on mortgages, which is crucial for the role.

✨Demonstrate Your Communication Skills

Since good communication is key in this role, practice articulating your thoughts clearly and confidently. Be prepared to discuss how you handle client interactions, both in person and over the phone.

✨Prepare for Scenario Questions

Expect scenario-based questions that assess your problem-solving skills and ability to provide independent advice. Think of examples from your past experience where you successfully navigated complex situations.

✨Research the Company

Familiarise yourself with Finance Advice Centre's values and services. Understanding their approach to client support and lead generation will help you align your answers with their expectations during the interview.

Mortgage and Insurance Advisor
JobLeads GmbH
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  • Mortgage and Insurance Advisor

    Derby
    Full-Time
    36000 - 60000 £ / year (est.)

    Application deadline: 2027-08-17

  • J

    JobLeads GmbH

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