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- Tasks: Help clients navigate mortgage options and protection plans while ensuring compliance with regulations.
- Company: Join a dynamic team in Bath dedicated to empowering clients with financial knowledge.
- Benefits: Enjoy medical insurance, 33 days holiday, and a cycle to work scheme.
- Why this job: Make a real impact on clients' financial journeys in a supportive and rewarding environment.
- Qualifications: Must have Ce-MAP qualifications and strong communication skills.
- Other info: Ideal for those passionate about finance and customer service.
The predicted salary is between 36000 - 60000 £ per year.
As a mortgage and protection adviser, you'll provide expert advice and guidance to clients on mortgage options and protection plans. Through providing support to clients through their journey, you will help clients make informed decisions that align with their financial goals and needs.
DAY TO DAY:
- Meeting with clients to discuss their financial situation, home-ownership goals and protection needs.
- Acting on leads supplied from a central operations centre.
- Financial assessment, evaluating clients' financial circumstances to determine suitable mortgage and protection products.
- Explaining various mortgage options and protection plans.
- Actively guiding clients through the mortgage application process to ensure all necessary documentation is accurate.
- Ensuring all transactions comply with relevant laws and regulations.
- Staying up to date with market conditions, mortgage products and regulatory requirements.
- Ensuring all advice and transactions are in line with TCF and Consumer Duty and FCA guidelines.
WE WOULD LOVE TO SEE:
- A deep understanding of the mortgage and protection industry.
- A good financial acumen and understanding of financial regulations.
- Advanced communication skills, including verbal and written communication skills.
- A great customer service approach.
- Strong analytical skills.
- Ce-MAP qualifications.
AND FOR YOU:
- Medical insurance and private health.
- Pension, life assurance, income protection.
- Employee assistance programme.
- 33 days holiday including bank holidays.
- Cycle to work scheme.
- Discounted shopping.
Contact Detail:
Juice Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage and Protection Advisor in Bath
✨Tip Number 1
Familiarise yourself with the latest mortgage products and protection plans available in the market. This knowledge will not only help you during interviews but also demonstrate your commitment to staying updated in a fast-paced industry.
✨Tip Number 2
Network with professionals in the mortgage and protection sector. Attend local events or join online forums where you can connect with others in the field, as this can lead to valuable insights and potential job referrals.
✨Tip Number 3
Prepare to discuss real-life scenarios where you've successfully guided clients through financial decisions. Highlighting your experience in providing tailored advice will showcase your ability to meet client needs effectively.
✨Tip Number 4
Stay informed about the latest regulations and compliance requirements in the mortgage industry. Being knowledgeable about TCF, Consumer Duty, and FCA guidelines will set you apart as a candidate who prioritises ethical practices.
We think you need these skills to ace Mortgage and Protection Advisor in Bath
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Mortgage and Protection Advisor. Familiarise yourself with the key skills required, such as financial acumen and communication skills, to tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in the mortgage and protection industry. Mention specific roles or tasks that demonstrate your understanding of financial regulations and customer service excellence.
Showcase Your Qualifications: If you hold Ce-MAP qualifications or any other relevant certifications, make sure to highlight these prominently in your application. This will show your commitment to the industry and your capability to provide expert advice.
Tailor Your Cover Letter: Craft a personalised cover letter that addresses the specific requirements mentioned in the job description. Use examples from your past experiences to illustrate how you can meet the needs of clients and comply with regulatory guidelines.
How to prepare for a job interview at Juice Recruitment Ltd
✨Showcase Your Industry Knowledge
Make sure to demonstrate your deep understanding of the mortgage and protection industry. Be prepared to discuss current market conditions, various mortgage options, and protection plans. This will show that you are not only knowledgeable but also passionate about the field.
✨Highlight Your Communication Skills
Since the role requires advanced verbal and written communication skills, practice articulating your thoughts clearly. Use examples from your past experiences where you successfully communicated complex information to clients or colleagues.
✨Prepare for Financial Assessments
Brush up on your financial acumen and be ready to evaluate hypothetical client scenarios. You might be asked to assess a client's financial situation and suggest suitable mortgage and protection products, so practice this skill beforehand.
✨Understand Compliance and Regulations
Familiarise yourself with relevant laws and regulations, including TCF and Consumer Duty guidelines. Being able to discuss how you ensure compliance in your advice and transactions will demonstrate your professionalism and attention to detail.
