At a Glance
- Tasks: Guide customers through mortgage decisions and provide tailored advice.
- Company: Established mortgage and protection business with a remote team.
- Benefits: Competitive salary, uncapped commission, flexible working, and 33 days holiday.
- Other info: Great career growth opportunities and supportive training for trainees.
- Why this job: Build a rewarding career in finance while helping others achieve their dreams.
- Qualifications: Experience in customer service or sales is a plus; motivation is key.
The predicted salary is between 27000 - 29000 £ per year.
Our client, an established and expanding mortgage and protection business, are looking to recruit both an experienced Mortgage Adviser and a Trainee Mortgage Adviser to join their growing remote team covering Kent. This is an excellent opportunity for an experienced adviser looking to increase their earnings or a motivated individual looking to build a long term career in mortgage advice.
The need to knows
- Positions: Mortgage Adviser and Trainee Mortgage Adviser
- Location: Remote, covering Kent and surrounding areas
- Salary: £27,000 to £29,000 depending on experience and role
- Realistic earnings: £55,000 to £65,000 including uncapped commission
- Car: Car allowance, with a company car available for the experienced adviser position
- Working pattern: Five days per week, with flexible arrangements and occasional Saturday working
- Essential: Full UK driving licence
The role
You will guide customers through one of the most important financial decisions they will make, providing professional mortgage and protection advice based on their individual circumstances. You will benefit from warm leads, administrative support and the opportunity to build strong relationships with customers, estate agents and other professional contacts. The trainee position offers support and guidance while you develop your knowledge and work towards becoming a fully qualified adviser.
Duties will include
- Providing mortgage and protection advice, understanding customer requirements and recommending suitable solutions.
- Building relationships with customers, estate agents and referral partners while following up warm leads.
- Managing customer enquiries, progressing applications and explaining products clearly.
- Working with a broad range of lenders and product providers while maintaining accurate records.
- Ensuring all activity complies with FCA requirements and agreed quality standards.
- Working towards performance targets and providing a high standard of customer service.
Experienced Mortgage Adviser
The experienced adviser position would suit a qualified mortgage professional who can manage customers from initial enquiry through to completion.
- CeMAP qualification or an equivalent recognised mortgage qualification and current CAS status are essential.
- Previous experience providing mortgage advice and a strong understanding of FCA compliance are required.
- You will have excellent relationship building skills and a proven ability to generate business and work towards targets.
Trainee Mortgage Adviser
The trainee position would suit someone who is motivated, commercially focused and keen to build a career in mortgage advice.
- Previous experience in estate agency, financial services, sales or customer service would be beneficial but is not essential.
- You will have strong communication skills and a genuine interest in mortgages and financial services.
- You will be positive, resilient, willing to learn and able to work independently as part of a wider team.
The package
- Competitive basic salary, uncapped commission and a guaranteed payment for a fixed period for the experienced adviser position.
- Car allowance, with a company car available for the experienced adviser position.
- 33 days paid holiday, including an additional day off for your birthday, plus holiday commission.
- Pension and life insurance.
- Company rewards, incentives and a structured career path.
- Employee assistance scheme and paid entry fees for selected charity events.
- Profit share scheme where applicable and flexible working arrangements subject to business requirements.
If you are interested in this Mortgage Adviser or Trainee Mortgage Adviser opportunity and would like further information, please contact Ash at LCA Jobs.
Mortgage Advisor employer: LCA JOBS LTD
Join a thriving property business in Chelmsford, where your expertise as a Property Manager will be valued and rewarded. With a competitive salary, hybrid working options, and a strong focus on professional development, you'll find ample opportunities for growth in a supportive and dynamic work environment. Our commitment to excellent customer service and relationship-building ensures that you will play a crucial role in enhancing the lives of landlords and tenants alike.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Advisor
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like LCA JOBS LTD. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from LCA JOBS LTD.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like LCA JOBS LTD. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Mortgage Advisor
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in LCA JOBS LTD and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show LCA JOBS LTD how you can be a team player!
How to prepare for a job interview at LCA JOBS LTD
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with LCA JOBS LTD.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with LCA JOBS LTD's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
