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- Tasks: Convert leads into mortgage sales and manage existing client pipelines.
- Company: Join Clayhall Financial Services, a top-rated financial adviser practice.
- Benefits: Enjoy hybrid working options and quarterly team events.
- Why this job: Be part of a supportive team focused on high standards and customer satisfaction.
- Qualifications: Experience as a mortgage adviser is preferred; strong communication skills are essential.
- Other info: Protection experience is a plus, but not mandatory.
The predicted salary is between 36000 - 60000 £ per year.
Join to apply for the Mortgage & Protection Advisor role at LSL Property Services plc. This is a full-time role for a qualified mortgage adviser at Clayhall Financial Services. Working as part of a team of advisers, the successful candidate will be responsible for converting new leads into mortgage sales and will also be offered a pipeline of existing clients whose fixed rates are nearing expiry, to advise and manage alongside new prospects.
You will be expected to conduct comprehensive fact-finding, document checking, affordability assessment, research, and recommendation for your bank of clients. You will liaise closely with the administration team who handle post-application case progression & regulatory paperwork, referring back to the adviser as necessary. Protection experience is desirable but not mandatory. You will be incentivised for introducing clients to our protection advisers and to a full suite of services we can advise on or refer to our network of preferred providers (such as GI, private medical cover, conveyancing, wills & trusts).
If qualified for both mortgages and protection, you’ll be able to advise or refer your protection cases as workload allows, but the current emphasis of this role is to manage our increasing mortgage volumes. We support hybrid & remote working, but the ideal candidate will be partially office-based or able to travel to our office in Woodford, IG8 at least once per month, as well as attend quarterly whole-firm events. You should be keen to work closely as part of a successful hybrid team.
Qualifications:
- Proven track record as a mortgage adviser in a high-volume, team environment
- Accuracy and attention to detail in recording client information and needs
- Excellent written and verbal communication skills, native level English
- Good understanding of “perfect packaging” & clear justification of recommendations in line with Consumer Duty and FCA guidelines
- Knowledge of lender criteria, affordability calculators, and industry sourcing & criteria systems such as Twenty7Tec, Mortgage Broker Tools, CriteriaBrainCeMap, CF1 and 6, or equivalent required (degree useful but not essential)
- Ability to manage own caseload and track/communicate progress through our CRM system
Clayhall Financial Services Limited is a financial adviser practice specialising in mortgage and insurance advice. Our services cover residential and buy-to-let lending, equity release & development finance. We pride ourselves on 5-star customer service and are looking for someone passionate about maintaining high standards and growing their reputation with us.
Seniority level: Entry level
Employment type: Full-time
Job function: Finance and Sales
Mortgage & Protection Advisor employer: LSL Property Services plc
Contact Detail:
LSL Property Services plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage & Protection Advisor
✨Tip Number 1
Familiarise yourself with the latest mortgage products and market trends. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in a fast-paced industry.
✨Tip Number 2
Network with current mortgage advisers or professionals in the field. Engaging in conversations can provide insights into the role and may even lead to referrals, increasing your chances of landing the job.
✨Tip Number 3
Prepare for potential role-play scenarios during interviews. Being able to showcase your fact-finding and client management skills in a practical setting can set you apart from other candidates.
✨Tip Number 4
Highlight any experience you have with CRM systems or similar tools. Being proficient in these systems is crucial for managing your caseload effectively and will show that you're ready to hit the ground running.
We think you need these skills to ace Mortgage & Protection Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a mortgage adviser, focusing on your track record in high-volume environments. Include specific examples of how you've successfully converted leads into sales.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention your understanding of 'perfect packaging' and how you can contribute to maintaining high customer service standards.
Highlight Relevant Skills: Emphasise your attention to detail, communication skills, and familiarity with industry tools like Twenty7Tec or Mortgage Broker Tools. This will demonstrate your readiness for the responsibilities outlined in the job description.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, as accuracy is crucial in the finance sector.
How to prepare for a job interview at LSL Property Services plc
✨Know Your Mortgage Basics
Make sure you have a solid understanding of mortgage products and the current market trends. Be prepared to discuss different types of mortgages, interest rates, and how they affect clients' decisions.
✨Demonstrate Your Communication Skills
As a Mortgage & Protection Advisor, you'll need to communicate complex information clearly. Practice explaining mortgage concepts in simple terms, and be ready to showcase your written and verbal communication skills during the interview.
✨Showcase Your Attention to Detail
Accuracy is crucial in this role. Be prepared to discuss examples from your past experience where your attention to detail made a difference, especially in client documentation or compliance with regulations.
✨Familiarise Yourself with Relevant Tools
Research the industry sourcing and criteria systems mentioned in the job description, such as Twenty7Tec and Mortgage Broker Tools. Being knowledgeable about these tools will demonstrate your readiness for the role and your commitment to staying updated in the field.
