Mortgage & Protection Adviser

Mortgage & Protection Adviser

Full-Time 58000 £ / year No home office possible
M

At a Glance

  • Tasks: Provide expert mortgage and protection advice while building client relationships.
  • Company: Join an award-winning mortgage business with a strong reputation and supportive culture.
  • Benefits: Enjoy remote work options, high commissions, and comprehensive training support.
  • Why this job: Be part of a friendly team with opportunities for growth and success in the mortgage industry.
  • Qualifications: CeMap qualification preferred; experience in sales or advisory roles is a plus.
  • Other info: Access to exclusive deals and a wide lender panel for maximum client support.

Hybrid and Fully Remote Options Available OTE £50,000 to £85,000 + Warm Leads + Central Marketing Support.

Our client is an award-winning mortgage business based in Essex, with a strong industry reputation for supporting and developing highly skilled and knowledgeable Mortgage Advisers. They currently employ over 50 staff from their head office in Hornchurch and support over 300 Mortgage Advisers via their nationwide network.

As a result of continued commercial expansion, they are now looking to significantly increase their team of trusted, professional Mortgage & Protection Advisors to join either the direct team or one of its adviser firms subject to location. Working on a fully remote or hybrid, self-employed basis, the successful applicants will benefit from operating under an award-winning, industry recognised Network. If required, substantial marketing and business development support is available plus a rich stream of regular, warm leads from the firm's existing business.

Roles exist for those with substantial advisory experience in both regulated mortgages and non-regulated loans such as Buy to Let, Commercial and Development Finance. There are also some opportunities for less experienced advisers supported by the Connect Academy.

The company are Key Account Partners Legal and General Mortgage Club, and an additional large network and benefit from exclusive mortgage deals and client referrals from other advisers. They take pride in doing the best for their clients, by having the widest possible lender panel, with over 200 lenders and providers across mortgages and protection.

The company offer a bespoke training and knowledge accreditation plan for their advisers and dedicated teams including compliance, research and administration to provide unparalleled adviser support.

Key Responsibilities
  • Provide high quality mortgage and protection advice to the company's clients.
  • Secure and build relationships with the company's introducers to maximise business opportunities for all.
  • Develop own knowledge and skills to expand capabilities, for example into specialist areas, supported by the company's Connect Academy and Training Team.
  • Provide advice within regulator standards and keep accurate records.
Skills & Experience
  • Hold the CeMap or an equivalent mortgage qualification.
  • Advising experience and CAS an advantage but not essential.
  • Demonstrable success in a mortgage or other sales environment.
  • Strong analytical and organisational skills together with good computer literacy.
  • Ability to build relationships and communicate effectively.
Benefits
  • Self-employed role with remote and hybrid working options.
  • Multiple opportunities for support from the right firm.
  • Commission advance facility for the first few months until a commission stream is built up.
  • Market leading commissions with high earners achieving to £100,000 OTE including enhanced payments for own referrals or lead sources.
  • Protection Provider panel with access to market leading providers.
  • Academy training programmes to build and develop knowledge and skills.
  • Full administration support including DIP and APP submission and case progression.
  • Market leading technology for research and client management.

This is a fantastic opportunity for ambitious Mortgage and Protection Advisors to join a flourishing, friendly, and progressive growing company offering a wealth of company support designed to achieve mutual goals. Apply now!

Mortgage & Protection Adviser employer: MaxAd Recruitment Ltd

Our client is an exceptional employer, offering a dynamic work culture that prioritises employee growth and development. With the flexibility of hybrid and fully remote options, advisers can enjoy a healthy work-life balance while benefiting from comprehensive marketing support and a rich stream of warm leads. The company fosters a collaborative environment, providing bespoke training through the Connect Academy, ensuring that both experienced and less experienced advisers have the tools they need to thrive in their careers.
M

Contact Detail:

MaxAd Recruitment Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage & Protection Adviser

✨Tip Number 1

Familiarise yourself with the latest mortgage products and market trends. This knowledge will not only boost your confidence during interviews but also demonstrate your commitment to staying informed in a rapidly changing industry.

✨Tip Number 2

Network with current Mortgage & Protection Advisers or join relevant online forums. Engaging with professionals in the field can provide valuable insights into the role and may even lead to referrals or recommendations.

✨Tip Number 3

Prepare to discuss your approach to building client relationships and securing leads. Since the role involves maximising business opportunities, showcasing your strategies for client engagement will set you apart from other candidates.

✨Tip Number 4

Highlight any experience you have with compliance and regulatory standards in your discussions. Understanding these aspects is crucial for a Mortgage & Protection Adviser, and demonstrating your knowledge can give you an edge.

We think you need these skills to ace Mortgage & Protection Adviser

CeMap or equivalent mortgage qualification
Advising experience in regulated mortgages
Knowledge of non-regulated loans such as Buy to Let and Commercial Finance
Strong analytical skills
Excellent organisational skills
Good computer literacy
Ability to build and maintain client relationships
Effective communication skills
Sales experience in a mortgage or related environment
Understanding of regulatory standards
Record-keeping accuracy
Adaptability to learn new skills and knowledge areas
Team collaboration skills
Client-focused approach

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in mortgage advising and any qualifications like CeMap. Emphasise your sales achievements and skills that align with the job description.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the industry. Mention how your background and skills make you a perfect fit for the Mortgage & Protection Adviser position.

Highlight Relevant Experience: In your application, focus on your experience in both regulated and non-regulated loans. If you have worked with warm leads or in a sales environment, be sure to mention this as it aligns with the company's needs.

Showcase Your Commitment to Development: Discuss your willingness to learn and grow within the role. Mention any training or development programmes you have completed or are interested in, especially those related to mortgage advising.

How to prepare for a job interview at MaxAd Recruitment Ltd

✨Know Your Stuff

Make sure you brush up on your mortgage and protection knowledge. Familiarise yourself with the latest trends, regulations, and products in the industry. This will not only show your expertise but also your commitment to providing high-quality advice.

✨Showcase Your Relationship-Building Skills

Since building relationships is key in this role, prepare examples of how you've successfully developed client or introducer relationships in the past. Highlight your communication skills and ability to connect with people.

✨Demonstrate Your Analytical Skills

Be ready to discuss how you approach problem-solving and analysis in your previous roles. Use specific examples to illustrate your strong analytical skills, especially in relation to assessing clients' needs and finding suitable mortgage solutions.

✨Ask Insightful Questions

Prepare thoughtful questions about the company's support systems, training opportunities, and the types of leads you'll be working with. This shows your genuine interest in the role and helps you assess if it's the right fit for you.

Mortgage & Protection Adviser
MaxAd Recruitment Ltd
M
Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>