Mortgage and Protection Adviser
Mortgage and Protection Adviser

Mortgage and Protection Adviser

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

  • Tasks: Convert leads into sales and recommend suitable mortgage products for customers.
  • Company: Reputable mortgage brokerage with a flexible, remote working culture.
  • Benefits: Self-employed role with top leads and flexible hours.
  • Why this job: Join a dynamic team and make a real difference in people's financial journeys.
  • Qualifications: Must hold CeMAP or MAQ and have experience in the mortgage market.
  • Other info: Opportunity for personal growth and achieving targets in a supportive environment.

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

Overview

Mortgage and Protection Adviser

We have an exciting opportunity with one of our Principal firms based in Milton Keynes. This is a long standing business with a great reputation, and they are looking for an experienced Mortgage and Protection Adviser to join the team. They have a number of introducing sources, so this role would be perfect for an experienced mortgage adviser to join and receive a top of flow of leads as a top up to their self generation efforts.

This role is self-employed, fully flexible and fully remote, but the business owner would like the opportunity to occasionally meet up to provide support, so being commutable into Milton Keynes and the surrounding area would be ideal.

Benefits

  • Leads provided – Monthly high quality leads provided
  • Social media support with full digital marketing suite
  • Our full Just Mortgages support system
  • Generous commission splits
  • Additional income from in house referral opportunities
  • Mentor and coaching from a successful Mortgage Advisor

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

APPLY TODAY!

Feel free to reach out for a CONFIDENTIAL CHAT!

Call 07738406752 or email kara.jones@justmortgages.co.uk

Equal Opportunities

At Spicerhaart, variety makes our Company DNA come to life. We love people, 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: https://www.spicerhaart.co.uk/about-us/our-people/staff-privacy-

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Mortgage and Protection Adviser employer: Just Mortgages

Join a well-established and reputable firm in Milton Keynes as a Mortgage and Protection Adviser, where you will enjoy the flexibility of a self-employed role with remote working options. The company fosters a supportive work culture that prioritises employee growth, offering a wealth of leads to enhance your sales efforts while encouraging continuous professional development. With occasional in-person meetings, you will have the opportunity to build strong relationships within a collaborative team environment, making this an ideal place for motivated individuals seeking meaningful and rewarding employment.
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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

Network like a pro! Reach out to your contacts in the mortgage and protection sector. Attend local events or webinars to meet potential clients and industry peers. Remember, personal connections can lead to valuable leads!

✨Tip Number 2

Showcase your expertise! Create content that highlights your knowledge of the mortgage market. Whether it's a blog post or a video, sharing insights can attract clients who are looking for someone with your skills.

✨Tip Number 3

Follow up on leads promptly! When you get a lead, don’t let it go cold. A quick follow-up can make all the difference in converting that lead into a sale. Be proactive and show them you’re eager to help!

✨Tip Number 4

Apply through our website! We’ve got loads of resources to help you land that Mortgage and Protection Adviser role. Plus, applying directly gives you a better chance to stand out. Let’s get you started on this exciting journey!

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

Mortgage Advice Qualification (MAQ)
Certificate in Mortgage Advice and Practise (CeMAP)
Lead Generation
Sales Conversion
Customer Affordability Assessment
Regulatory Compliance
Market Knowledge
Pipeline Management
Proactive Approach
Self-Motivation
Interpersonal Skills
Communication Skills
Financial Services Sales
Customer Experience Focus

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Mortgage and Protection Adviser role. Highlight your relevant experience, especially in the mortgage brokerage market, and showcase your achievements in meeting targets. We want to see how you can bring value to our team!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your skills align with what we're looking for. Be sure to mention your proactive approach and customer service focus, as these are key for us.

Showcase Your Qualifications: Don’t forget to mention your qualifications like CeMAP or MAQ. We’re keen on seeing how your credentials fit into the regulatory environment we operate in. This will help us understand your expertise in the mortgage market.

Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!

How to prepare for a job interview at Just Mortgages

✨Know Your Stuff

Make sure you brush up on your knowledge of the mortgage market and the specific products available. Be ready to discuss how you would assess customer affordability and recommend suitable products based on their needs. This shows that you’re not just familiar with the basics, but you’re also prepared to dive deep into the specifics.

✨Showcase Your Success

Prepare to share examples of your past achievements in sales and how you've consistently met or exceeded targets. Use specific metrics if possible, like conversion rates or the number of leads converted. This will help demonstrate your proactive nature and ability to drive results.

✨Practice Your Pitch

Since communication is key in this role, practice how you present yourself and your ideas. You might want to simulate a client meeting where you explain a mortgage product. This will help you feel more confident and articulate during the actual interview.

✨Ask Insightful Questions

Prepare some thoughtful questions about the company and its approach to customer service and lead generation. This not only shows your interest in the role but also gives you a chance to assess if the company aligns with your values and work style.

Mortgage and Protection Adviser
Just Mortgages
Location: Milton Keynes

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