Mortgage Advisor

Mortgage Advisor

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

  • Tasks: Help clients with remortgage cases and convert leads into sales.
  • Company: Join a successful, established firm in Billericay, Essex.
  • Benefits: Enjoy hybrid work, strong earning potential, and career progression.
  • Why this job: Be part of a supportive team focused on customer experience and growth.
  • Qualifications: Must hold CeMAP or MAQ and have mortgage brokerage experience.
  • Other info: Equal opportunity workplace welcoming diverse talents.

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

Job Description

Mortgage & Protection Advisor – Remortgage Specialist

Location: Billericay, Essex (Hybrid Work Pattern)

Position Type: Self-Employed

We have an exciting opportunity with a long-established and successful Principal firm based in Billericay, Essex, who are seeking an experienced Mortgage & Protection Advisor to join their team, specialising in remortgage cases.

This is a fantastic opportunity for a motivated advisor looking to focus on a consistent stream of remortgage business. The firm will provide a high volume of quality leads, ensuring your diary can be filled on a full-time basis.

Key Features:

  • Focused solely on remortgage cases
  • High-quality, consistent lead flow
  • Hybrid working pattern (2 days per week in the office)
  • Self-employed position with strong earning potential
  • Supportive and established team environment
  • Future career progression

Expectations

As a Mortgage and Protection Adviser you can expect to:-

  • Follow up leads from potential customers to convert into sales
  • Source leads proactively from all available routes
  • Recommend the most suitable product to suit the customer's needs, priorities and circumstances within a regulatory environment
  • Assess customer affordability in order to lend responsibly and in line with regulations
  • Achieve set individual targets in a variety of areas and contribute towards the overall performance of the team
  • Ensure market knowledge is continuously developed and maintained
  • Build and forecast a pipeline with accuracy on completion
  • Demonstrate continuous improvement in terms of conversions

Qualifying Criteria

To be a successful Mortgage and Protection Adviser you will need to:-

  • Hold Certificate in Mortgage Advice and Practise (CeMAP) or Mortgage Advice Qualification (MAQ)
  • Experience within the mortgage brokerage market
  • Have a consistent track record of achieving your goals within your current role
  • Be proactive and self-motivated, with a proven track record of exceeding targets
  • An excellent understanding of the mortgage market, products and services
  • Confident in presenting
  • Strong communication skills, both written and verbal, and excellent interpersonal skills and the ability to overcome challenges
  • Experience of Financial Services sales and understanding of compliance regulations
  • A passion for achieving a fantastic customer experience.
  • You are legally entitled to live and work in the UK in accordance to the Immigration, Asylum and Nationality Act 2006. (Please Note: you will need to provide evidence of your right to work in the UK via proof of address, identity and NI prior to a formal offer of employment)

APPLY TODAY!

Feel free to reach out for a CONFIDENTIAL CHAT!

Equal Opportunities: At Spicerhaart, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Spicerhaart are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity.

If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability – regardless of how small or large your requirement may be.

To All Recruitment Agencies: Spicerhaart does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Spicerhaart employees or any other company location. Spicerhaart is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise.

Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website:

Mortgage Advisor employer: Just Mortgages

At Spicerhaart, we pride ourselves on being an exceptional employer, offering a supportive and established team environment for our Mortgage & Protection Advisors in Billericay, Essex. With a hybrid working pattern and a consistent flow of high-quality leads, you can focus on achieving your goals while enjoying strong earning potential and opportunities for career progression. Our commitment to diversity and inclusion ensures that every employee is valued and supported, making it a truly rewarding place to work.
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Contact Detail:

Just Mortgages Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage Advisor

✨Tip Number 1

Network with other professionals in the mortgage and financial services industry. Attend local events or join online forums to connect with potential leads and gain insights into the latest market trends.

✨Tip Number 2

Familiarise yourself with the specific remortgage products offered by various lenders. This knowledge will help you confidently recommend the best options to your clients, showcasing your expertise during conversations.

✨Tip Number 3

Practice your communication skills, especially in presenting complex information clearly and concisely. Role-playing scenarios with a friend or colleague can help you become more comfortable and persuasive in client interactions.

✨Tip Number 4

Stay updated on compliance regulations and market changes. Regularly reviewing industry news and attending training sessions will ensure you remain knowledgeable and can provide the best advice to your clients.

We think you need these skills to ace Mortgage Advisor

Certificate in Mortgage Advice and Practice (CeMAP)
Mortgage Advice Qualification (MAQ)
Experience in the mortgage brokerage market
Proven track record of achieving sales targets
Strong understanding of the mortgage market, products, and services
Excellent communication skills, both written and verbal
Interpersonal skills to build customer relationships
Ability to assess customer affordability
Knowledge of compliance regulations in financial services
Proactive and self-motivated approach
Ability to convert leads into sales
Strong organisational skills for pipeline management
Commitment to providing excellent customer experience
Adaptability to a hybrid working environment

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in the mortgage brokerage market and showcases your achievements in meeting targets. Emphasise your qualifications, such as CeMAP or MAQ, and any relevant skills that align with the job description.

Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the role of Mortgage & Protection Advisor. Mention your motivation for focusing on remortgage cases and how your proactive approach has led to past successes. Be sure to convey your passion for providing excellent customer experiences.

Showcase Your Market Knowledge: In your application, demonstrate your understanding of the mortgage market, products, and compliance regulations. This could be through specific examples of how you've successfully navigated these areas in previous roles.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial services sector.

How to prepare for a job interview at Just Mortgages

✨Know Your Mortgage Products

Make sure you have a solid understanding of the various mortgage products available in the market. Be prepared to discuss how different products can meet diverse customer needs, especially in remortgage scenarios.

✨Demonstrate Your Sales Skills

Since this role focuses on converting leads into sales, be ready to showcase your previous successes in sales. Prepare examples of how you've exceeded targets and converted leads in your past roles.

✨Showcase Your Communication Skills

Strong communication is key in this role. Practice articulating your thoughts clearly and confidently, as well as demonstrating your ability to listen and respond to customer needs effectively.

✨Prepare for Compliance Questions

Given the regulatory environment of the mortgage industry, be prepared to answer questions about compliance and responsible lending. Familiarise yourself with relevant regulations to show your understanding and commitment to ethical practices.

Mortgage Advisor
Just Mortgages
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  • Mortgage Advisor

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

    Application deadline: 2027-08-29

  • J

    Just Mortgages

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