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- Tasks: Advise clients on mortgages and protection products, managing the process from enquiry to completion.
- Company: Join a respected, independent mortgage brokerage in Burnham with a collaborative environment.
- Benefits: Enjoy a competitive salary, commission structure, flexible working, and full administrative support.
- Why this job: Build a rewarding career while helping clients make significant financial decisions in a supportive team.
- Qualifications: Must be fully CeMAP qualified with strong communication skills; local candidates preferred.
- Other info: Opportunities for progression and regular training available.
The predicted salary is between 27000 - 35000 £ per year.
£27,000 - £35,000 + Commission + Benefits
Employed or Self Employed
Are you a qualified Mortgage Adviser looking for a new opportunity where your skills are truly valued, your career development is actively supported, and the leads keep coming in? If so, this could be the perfect next step.
A respected, independent mortgage brokerage based in Burnham is seeking both employed and self-employed Mortgage & Protection Advisers to join its growing team. With a steady flow of quality leads, access to the whole of market, and support from a friendly, collaborative environment, this is an exciting opportunity to build a rewarding and long-term career.
You will be advising a broad range of clients, from first-time buyers to experienced investors, helping them secure the right mortgage and protection products while delivering exceptional service. If you thrive on providing expert advice, building relationships and guiding people through one of the biggest financial decisions of their lives, we would love to hear from you. Opportunities also exist for a less experienced or recently qualified individual looking for a support or administration focused role to develop towards advisor status.
Key Responsibilities- Providing whole-of-market mortgage and protection advice tailored to each client's needs
- Managing the process from initial enquiry to completion with professionalism and care
- Working with quality, company-generated leads as well as generating referrals
- Maintaining compliance and ensuring high standards of advice at all times
- Building long-term relationships and delivering excellent customer outcomes
- Fully CeMAP qualified (or equivalent)
- A proven track record in mortgage and protection advice
- Strong communication and rapport-building skills
- Detail-oriented with a commitment to compliance
- A professional, self-motivated attitude and a genuine desire to help clients
- Ideally local to Burnham or within commutable distance
- CAS qualification - desirable NOT essential as full accreditation can be provided
- Up to £35,000 basic salary (DOE) + attractive commission structure
- Friendly, flexible working environment
- Full administrative support
- Opportunities for progression within a growing firm
- Regular training, CPD, and access to industry-leading tools
- Company pension and holiday allowance
This fantastic opportunity represents the chance to join a supportive, growing team where your contribution is truly valued, and your career can thrive. Apply now to be part of a respected, forward-thinking brokerage that puts its clients and its advisers at the heart of everything it does.
Contact Detail:
MaxAd Fixed Fee Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage & Protection Advisor
✨Tip Number 1
Network with other professionals in the mortgage and protection industry. Attend local events or join online forums to connect with potential colleagues and clients. Building relationships can lead to referrals and insights about the company culture.
✨Tip Number 2
Familiarise yourself with the latest mortgage products and market trends. Being knowledgeable will not only boost your confidence during interviews but also demonstrate your commitment to providing exceptional service to clients.
✨Tip Number 3
Prepare to discuss your previous experiences in detail, especially any success stories related to helping clients secure mortgages. Highlighting your ability to build relationships and deliver results will set you apart from other candidates.
✨Tip Number 4
Research the brokerage thoroughly before your interview. Understand their values, mission, and the specific services they offer. This knowledge will help you tailor your responses and show that you're genuinely interested in joining their team.
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 qualifications, particularly your CeMAP certification and any relevant experience in mortgage and protection advice. Use specific examples to demonstrate your communication skills and ability to build relationships with clients.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping clients navigate their mortgage decisions. Mention your track record in the industry and how you can contribute to the brokerage's success. Personalise it by addressing the hiring manager if possible.
Highlight Relevant Skills: In your application, emphasise your detail-oriented nature and commitment to compliance. Discuss your self-motivated attitude and how it has helped you achieve results in previous roles, especially in managing client relationships.
Show Enthusiasm for the Role: Express your excitement about the opportunity to work in a friendly and collaborative environment. Mention how the role aligns with your career goals and your desire for professional development within the mortgage sector.
How to prepare for a job interview at MaxAd Fixed Fee Recruitment
✨Showcase Your Qualifications
Make sure to highlight your CeMAP qualification or any equivalent certifications during the interview. This demonstrates your expertise and commitment to the mortgage industry, which is crucial for the role.
✨Demonstrate Your Communication Skills
As a Mortgage & Protection Advisor, strong communication is key. Be prepared to discuss how you've effectively built relationships with clients in the past and how you can convey complex information in an understandable way.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving abilities. Prepare examples of how you've managed client enquiries from start to finish, ensuring compliance and delivering excellent outcomes.
✨Express Your Desire for Growth
This role offers opportunities for progression, so express your enthusiasm for career development. Discuss any relevant training or CPD you've undertaken and how you plan to continue growing within the industry.
