Mortgage and Protection Adviser
Mortgage and Protection Adviser

Mortgage and Protection Adviser

Congleton Full-Time 22000 - 28000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Engage with clients, manage relationships, and provide exceptional service in a dynamic environment.
  • Company: Join a diverse team dedicated to delivering top-notch mortgage and protection advice.
  • Benefits: Enjoy a competitive salary, uncapped commission, and a company car or allowance.
  • Why this job: This role offers growth, collaboration, and the chance to make a real impact in clients' lives.
  • Qualifications: CeMAP qualification and experience in Mortgage and Protection Advising are essential.
  • Other info: We celebrate diversity and welcome applicants from all backgrounds.

The predicted salary is between 22000 - 28000 £ per year.

Job Responsibilities

  • Engage with people from diverse backgrounds, establishing their needs and wants through effective communication via email, phone, face-to-face, and social media channels.
  • Manage multiple responsibilities simultaneously, demonstrating strong multitasking skills.
  • Maintain relationships with vendors, buyers, and developers to capitalize on opportunities while providing high-quality customer service.
  • Collaborate with branch peers to identify referral opportunities.
  • Take accountability for KPIs by proactively seeking new opportunities and maintaining existing relationships.
  • Present confidently in front of a camera to engage audiences, generate and maintain client relationships, and maximize in-branch opportunities.
  • Follow up on in-branch leads and maximize value from each client.
  • Generate personal leads and business opportunities.
  • Work closely with the Estate Agency team, Admin, Training and Development, Compliance, and Divisional Sales Director to ensure efficient processes.
  • Provide exceptional client care throughout the customer journey, exceeding expectations.

Working Hours

  • Full-time, office-based role
  • Monday – Friday 08:30 – 18:00
  • Alternate Saturdays 09:00 – 17:00
  • Day off in lieu when working a Saturday

Candidate Requirements

  • Must hold CeMAP qualification or an industry equivalent.
  • Experience in Mortgage and Protection Advising is essential.
  • Legal entitlement to work in the UK, with evidence such as passport or birth certificate.
  • Proof of address, National Insurance, and full UK driving licence.
  • Subject to passing probation.

Equal Opportunities

We celebrate diversity and are committed to creating an inclusive environment for all employees. We welcome applications from all backgrounds and abilities. Please inform us if you require accommodations during the recruitment process.

Additional Benefits

  • On target earnings of £40,000 to £60,000+ per year
  • Uncapped commission scheme
  • Basic salary £22,000 – £28,000 (dependent on experience)
  • Guaranteed monthly payments for up to 6 months during pipeline development
  • Company car or £250 monthly car allowance
  • Company laptop
  • Bespoke digital marketing package
  • Dedicated training and coaching
  • Clear career progression path
  • Employee assistance program available 24/7

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Mortgage and Protection Adviser employer: Just Mortgages

As a Mortgage and Protection Adviser, you will thrive in a dynamic and inclusive work environment that values diversity and fosters personal growth. With competitive on-target earnings, uncapped commission, and a clear career progression path, our company is dedicated to supporting your professional development while ensuring exceptional client care. Enjoy the benefits of a collaborative culture, comprehensive training, and a supportive team as you engage with clients and make a meaningful impact in their lives.
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Contact Detail:

Just Mortgages Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage and Protection Adviser

✨Tip Number 1

Familiarise yourself with the latest trends in the mortgage and protection sector. This will not only help you engage more effectively with clients but also demonstrate your expertise during interviews.

✨Tip Number 2

Network with professionals in the industry through social media platforms like LinkedIn. Building connections can lead to referrals and insider information about job openings, which can be invaluable.

✨Tip Number 3

Practice your presentation skills, especially in front of a camera. Since the role requires confident communication, being comfortable on video can set you apart from other candidates.

✨Tip Number 4

Stay organised and develop strong multitasking abilities. The ability to manage multiple responsibilities efficiently will be crucial in this role, so consider using tools or apps that help you keep track of tasks and deadlines.

We think you need these skills to ace Mortgage and Protection Adviser

CeMAP qualification or equivalent
Mortgage and Protection Advising experience
Effective communication skills
Multitasking abilities
Customer service excellence
Relationship management
Lead generation skills
Presentation skills
Collaboration with cross-functional teams
Proactive approach to KPIs
Attention to detail
Problem-solving skills
Time management
Adaptability to diverse client needs

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in mortgage and protection advising. Emphasise your CeMAP qualification and any previous roles that demonstrate your ability to engage with clients and manage multiple responsibilities.

Craft a Compelling Cover Letter: Write a cover letter that showcases your communication skills and ability to build relationships. Mention specific examples of how you've exceeded client expectations in the past and how you can contribute to the company's success.

Showcase Your Multitasking Skills: In your application, provide examples of how you've successfully managed multiple tasks simultaneously. This could include managing client relationships while collaborating with other teams or handling various communication channels.

Prepare for Video Presentation: Since the role requires presenting confidently in front of a camera, consider preparing a short video introduction as part of your application. This will demonstrate your comfort with technology and ability to engage an audience.

How to prepare for a job interview at Just Mortgages

✨Showcase Your Communication Skills

As a Mortgage and Protection Adviser, effective communication is key. Be prepared to demonstrate your ability to engage with diverse clients through various channels. Practice articulating your thoughts clearly and confidently, whether in person or on camera.

✨Highlight Your Multitasking Abilities

This role requires managing multiple responsibilities at once. During the interview, share examples of how you've successfully juggled tasks in previous positions. This will show your potential employer that you can handle the demands of the job.

✨Emphasise Relationship Management

Building and maintaining relationships is crucial in this role. Discuss your experience in nurturing client relationships and collaborating with colleagues. Highlight any specific strategies you've used to generate leads and maximise opportunities.

✨Prepare for KPI Accountability

Be ready to talk about how you have previously met or exceeded KPIs in your past roles. Provide concrete examples of how you proactively sought new opportunities and maintained existing relationships to achieve your targets.

Mortgage and Protection Adviser
Just Mortgages
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  • Mortgage and Protection Adviser

    Congleton
    Full-Time
    22000 - 28000 £ / year (est.)

    Application deadline: 2027-08-20

  • J

    Just Mortgages

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