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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: Fully CeMAP qualified or equivalent; strong communication skills and a desire to help clients.
- 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 approach to client relationships and how you handle various scenarios. Think of examples that showcase your communication skills and ability to guide clients through complex financial decisions.
✨Tip Number 4
Research the brokerage's values and mission. Understanding what they stand for will help you align your answers during the interview and show that you're genuinely interested in being part of 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 track record in the field.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping clients navigate their mortgage decisions. Mention your communication skills and how you build relationships, as these are key aspects of the role.
Highlight Relevant Skills: In your application, emphasise your detail-oriented nature and commitment to compliance. These traits are crucial for maintaining high standards of advice, which the company values highly.
Show Enthusiasm for the Role: Express your excitement about joining a supportive team and contributing to a growing brokerage. Mention how you align with their values of client care and professional development.
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 and how you handle client situations. Think of examples where you've successfully guided clients through their mortgage decisions, showcasing your ability to provide tailored advice.
✨Express Your Desire for Growth
The company values career development, so express your enthusiasm for learning and growing within the role. Discuss any relevant training or CPD you've undertaken and how you plan to continue developing your skills.
