Mortgage and Protection Advisor

Mortgage and Protection Advisor

Swanscombe Full-Time 25000 - 29000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Help clients find the best mortgage and protection products while delivering top-notch customer service.
  • Company: Join a forward-thinking financial services brokerage with 18 years of successful trading.
  • Benefits: Enjoy a competitive salary, generous commission, and flexible working options.
  • Why this job: Be part of a vibrant team that values ambition and personal growth in a rewarding career.
  • Qualifications: CeMAP 1, 2, and 3 or equivalent required; outstanding customer service skills essential.
  • Other info: Self-employed package available for those seeking more flexibility.

The predicted salary is between 25000 - 29000 £ per year.

Our client, a Financial Services brokerage and forward thinking operation, is seeking an experienced Mortgage and Protection Advisor to join their flourishing and expanding team. My clients pride themselves on sourcing the best mortgage and protection products for any circumstance and require their advisers to provide outstanding customer service at all times. The business is progressing and they are looking to offer the right experienced Mortgage and Protection Advisor an excellent opportunity to get into the career they have been looking for.

Qualification:

  • CeMAP 1, 2 and 3 are required for this role, or equivalent

The successful candidate will display outstanding customer service skills as well as being highly motivated, professional and a real "people person", with the ambition to be the very best they can be.

The Package:

  • This is an employed role, working from an office, however, a more lucrative and flexible self-employed package is also available. Please mention this if you would prefer a self-employed package.
  • Employed Package: £25,000 - £29,000 Basic Salary
  • Generous Commission from Outset £60,000 - £65,000+ Realistic On Target Earnings based on current branch performances
  • Other Robust & Lucrative Lead Sources with a vibrant and busy operation
  • Full Admin Support
  • 5 days per week and a potentially negotiable working pattern for the right candidate

Mortgage and Protection Advisor employer: Kings Permanent Recruitment for Estate Agents & Financial Services Professionals

Our client is an exceptional employer, offering a dynamic work environment where Mortgage and Protection Advisors can thrive. With a strong focus on employee growth, generous commission structures, and robust lead sources, the company fosters a culture of support and collaboration. Located in a vibrant area, this role not only provides competitive earnings but also the opportunity to be part of a forward-thinking team dedicated to delivering outstanding customer service.
K

Contact Detail:

Kings Permanent Recruitment for Estate Agents & Financial Services Professionals Recruiting Team

StudySmarter Expert Advice 🤫

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

✨Tip Number 1

Network with professionals in the financial services industry, especially those who are already working as Mortgage and Protection Advisors. Attend industry events or join relevant online forums to connect with potential colleagues and learn about the latest trends and opportunities.

✨Tip Number 2

Consider reaching out directly to the brokerage or similar firms to express your interest in the role. A proactive approach can set you apart from other candidates and demonstrate your enthusiasm for the position.

✨Tip Number 3

Familiarise yourself with the latest mortgage and protection products available in the market. Being knowledgeable about current offerings will not only boost your confidence but also impress potential employers during discussions.

✨Tip Number 4

Prepare for interviews by practising common questions specific to the role of a Mortgage and Protection Advisor. Focus on showcasing your customer service skills and your ability to build relationships, as these are crucial for success in this position.

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

CeMAP 1, 2 and 3 or equivalent qualifications
Outstanding Customer Service Skills
Strong Communication Skills
Sales Skills
Financial Product Knowledge
Attention to Detail
Problem-Solving Skills
Time Management
Negotiation Skills
Relationship Building
Motivation and Ambition
Professionalism
Adaptability
Teamwork

Some tips for your application 🫡

Understand the Role: Before applying, make sure to thoroughly understand the responsibilities and qualifications required for a Mortgage and Protection Advisor. Familiarise yourself with the CeMAP qualifications and the importance of customer service in this role.

Tailor Your CV: Craft your CV to highlight relevant experience in financial services, particularly in mortgage and protection advice. Emphasise your customer service skills and any achievements that demonstrate your ability to meet client needs effectively.

Write a Compelling Cover Letter: In your cover letter, express your passion for helping clients find the best mortgage and protection products. Mention your qualifications and how they align with the company's values and goals. Be sure to convey your motivation and people skills.

Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your professionalism and attention to detail, which are crucial in the financial services industry.

How to prepare for a job interview at Kings Permanent Recruitment for Estate Agents & Financial Services Professionals

✨Showcase Your CeMAP Qualifications

Make sure to highlight your CeMAP 1, 2, and 3 qualifications during the interview. Discuss how these certifications have equipped you with the necessary knowledge and skills to excel as a Mortgage and Protection Advisor.

✨Demonstrate Outstanding Customer Service Skills

Prepare examples of how you've provided exceptional customer service in previous roles. This is crucial for the position, so be ready to discuss specific situations where you went above and beyond for clients.

✨Be a People Person

Emphasise your interpersonal skills and ability to connect with clients. Share anecdotes that illustrate your approach to building relationships and understanding client needs, which is vital in this role.

✨Discuss Your Motivation and Ambition

Express your motivation to succeed in the role and your ambition to be the best advisor possible. Talk about your career goals and how this position aligns with your aspirations, showing that you're committed to growth.

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