Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Help clients secure tailored mortgage and protection solutions while providing exceptional customer service.
- Company: Join IBA Wealth Management, part of Quilter Financial Planning, a leading UK financial services company.
- Benefits: Enjoy a competitive salary, performance bonuses, hybrid working, and ongoing training opportunities.
- Why this job: Be part of a supportive team focused on client success and career growth in a thriving industry.
- Qualifications: Minimum one year experience as a Mortgage & Protection Advisor with strong sales and communication skills.
- Other info: Flexible working options available; leads provided to help you succeed.
The predicted salary is between 21000 - 35000 £ per year.
3 days ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Direct message the job poster from HLPartnershipInternal Recruiter at HL Partnership LimitedJob Title: Mortgage Advisor (Self-Employed)Location: Midlands and South of England (Remote / Hybrid)Company DescriptionHLPartnership (HLP) is a technology-focused Appointed Representative (AR) Network in the UK, offering comprehensive support services to mortgage and protection advisers. Our network comprises experienced ARs and advisers who specialize in tailored mortgage advice, protection, general insurance, and later life lending products. HLP combines a strong focus on consumer-centric service with bespoke solutions to help advisers succeed. We provide access to an extensive product range, professional marketing services, expert guidance, and ongoing training, all supported by a cutting-edge technology platform. Additionally, we host regular events and offer business development support to streamline operations and deliver the best outcomes for clients.What we are looking for:Minimum 2 years of experienceas a Mortgage Advisor in the UK.CeMAP qualification (or equivalent) and Competent Advisor Status (CAS)is essential.Strong knowledge of the UK mortgage market and lender criteria.Excellent communication and interpersonal skills, with the ability to build trust and rapport.A proactive, results-driven mindset with a passion for delivering outstanding customer service.Strong organisational skills and the ability to manage multiple cases simultaneously.Proficiency in mortgage software and tools (e.g., sourcing systems, CRM platforms).·Authentic lead support provided (no purchased leads)·Very generous commission splits·Access to a wide range of training programs for growth and development·1 to 1 training and development from a highly experienced Operations Manager·Very generous commission splits·Remote or Hybrid options availableIf you are an advisor and you are looking for a role where you can concentrate on writing business, this may be the role for you. Applications are exclusively managed by Adella Mulla of HL Partnership (Mortgage & Protection network) whom can be contacted on 07485 358 357 or alternatively you can e-mail a copy of your CV to adella.mulla@hlpartnership.co.uk.Seniority levelSeniority levelEntry levelEmployment typeEmployment typeFull-timeJob functionJob functionFinance and SalesReferrals increase your chances of interviewing at HLPartnership by 2xGet notified about new Mortgage Advisor jobs in Birmingham, England, United Kingdom.Birmingham, England, United Kingdom 3 weeks agoWorcester, England, United Kingdom 1 week agoWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
Mortgage & Protection Adviser employer: JobLeads GmbH
Contact Detail:
JobLeads GmbH Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage & Protection Adviser
✨Tip Number 1
Network with professionals in the mortgage and protection sector. Attend industry events or join relevant online forums to connect with others who can provide insights or even referrals to opportunities at IBA Wealth Management.
✨Tip Number 2
Stay updated on the latest trends and regulations in the mortgage and protection market. This knowledge will not only help you in interviews but also demonstrate your commitment to continuous professional development, which is highly valued by employers.
✨Tip Number 3
Prepare to discuss your existing client bank and how you can leverage it to generate new sales. Highlighting your proven track record in generating leads and completing sales will set you apart from other candidates.
✨Tip Number 4
Showcase your customer service skills during any interactions with the company. Since IBA Wealth Management places a strong emphasis on exceptional customer service, demonstrating your ability to build long-term client relationships will be crucial.
We think you need these skills to ace Mortgage & Protection Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Mortgage & Protection Advisor. Focus on your track record in generating new sales and any existing client bank you have, as these are key requirements for the role.
Craft a Compelling Cover Letter: In your cover letter, detail your relevant experience and explain why you're a perfect fit for IBA Wealth Management Ltd. Emphasise your customer service mindset and your understanding of the Mortgage & Protection market.
Showcase Your Skills: Highlight your excellent communication and interpersonal skills in both your CV and cover letter. Provide examples of how you've built long-term client relationships and delivered exceptional customer service.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter to ensure there are no spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial services industry.
How to prepare for a job interview at JobLeads GmbH
✨Know Your Products
Make sure you have a solid understanding of the Mortgage & Protection products available in the market. Be prepared to discuss how these products can meet various client needs, as this will demonstrate your expertise and commitment to customer service.
✨Showcase Your Sales Experience
Highlight your previous experience in generating sales and completing transactions. Be ready to share specific examples of how you've successfully assisted clients in the past, as this will show your results-driven mindset.
✨Emphasise Customer Service
Since the company values exceptional customer service, be sure to convey your dedication to building long-term client relationships. Share anecdotes that illustrate your ability to go above and beyond for clients.
✨Prepare for Compliance Questions
Familiarise yourself with relevant regulations and compliance issues in the Mortgage & Protection sector. Be prepared to discuss how you ensure compliance in your work, as this is crucial for maintaining trust and integrity in financial services.
