At a Glance
- Tasks: Help clients secure mortgages and protection plans while building your own client base.
- Company: Join Just Mortgages, part of the UK's largest Independent Property Group.
- Benefits: Enjoy flexible working, generous commissions, and mentorship from industry experts.
- Other info: Embrace a diverse workplace that values your unique contributions.
- Why this job: Make a real difference in people's lives while achieving your financial goals.
- Qualifications: Must hold CeMAP or equivalent and have experience in mortgage brokerage.
The predicted salary is between 30000 - 40000 £ per year.
Just Mortgages is part of Spicerhaart: the UK’s largest Independent Property Group. With its rapidly growing financial services business, Just Mortgages, our reputation has grown to be one of the leaders in both innovation and technology in its industry. One of our Principal firms that introduce to Just Mortgages are looking for an experienced Mortgage and Protection Advisor to be based in the South Wales area. This role is self-employed, fully flexible and hybrid based, being based in a local team office environment a few days a week.
Benefits
- Leads provided
- Social media support with full digital marketing suite
- Mentor and one to one coaching from a successful business owner
- Our Just Mortgages support system
- Generous commission splits
- Additional income from in house referral opportunities
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 alternative
- 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)
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.
Mortgage and Protection Advisor in Swansea employer: Just Mortgages
Just Mortgages, part of Spicerhaart, offers an exceptional opportunity for self-employed Mortgage and Protection Advisors in South Wales, combining flexibility with a supportive team environment. With access to leads, comprehensive digital marketing tools, and one-on-one mentoring from experienced professionals, you can thrive in a culture that values innovation and personal growth. Join us to enjoy generous commission splits and additional income opportunities while making a meaningful impact in the lives of our customers.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage and Protection Advisor in Swansea
✨Tip Number 1
Network like a pro! Get out there and connect with people in the mortgage and protection industry. Attend local events, join online forums, and don’t be shy about reaching out on social media. The more connections you make, the better your chances of landing that dream role!
✨Tip Number 2
Show off your expertise! Create content that highlights your knowledge of the mortgage market. Whether it’s a blog post, a video, or even a simple social media update, showcasing your skills can attract potential employers and clients alike.
✨Tip Number 3
Practice your pitch! You never know when an opportunity might arise, so be ready to explain why you’re the best fit for the Mortgage and Protection Advisor role. Keep it concise, focus on your achievements, and don’t forget to highlight your customer service skills.
✨Tip Number 4
Apply through our website! It’s the easiest way to get your application noticed. Plus, you’ll have access to all the resources we offer, including leads and marketing support, which can really help you hit the ground running in your new role.
We think you need these skills to ace Mortgage and Protection Advisor in Swansea
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Mortgage and Protection Advisor role. Highlight your experience in the mortgage brokerage market and any relevant qualifications like CeMAP. We want to see how your skills match what we're looking for!
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 you can contribute to our team. Be sure to mention your proactive approach and customer service skills, as these are key for us.
Showcase Your Achievements:When detailing your work history, focus on your achievements. Did you exceed sales targets? Did you improve customer satisfaction? We love numbers, so quantify your successes to make your application stand out!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team at Just Mortgages!
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 products. Be ready to discuss current trends and regulations, as well as how they impact customer needs. This will show that you're not just qualified but also genuinely interested in the field.
✨Showcase Your Sales Skills
Prepare to share specific examples of how you've successfully converted leads into sales in the past. Highlight your proactive approach and any innovative strategies you've used to exceed targets. This will demonstrate your ability to thrive in a self-employed role.
✨Practice Your Pitch
Since communication is key in this role, practice presenting your ideas clearly and confidently. You might even want to role-play common scenarios with a friend or mentor to refine your delivery and ensure you can handle questions smoothly.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask thoughtful questions about the company culture, support systems, and growth opportunities. This shows that you're serious about your potential future with them and helps you gauge if it's the right fit for you.
