Mortgage & Protection Adviser

Mortgage & Protection Adviser

London Full-Time 40000 - 68000 £ / year (est.) Home office (partial)
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MaxAd Recruitment Ltd

At a Glance

  • Tasks: Provide expert mortgage and protection advice while building client relationships.
  • Company: Join an award-winning mortgage business with a stellar reputation in Essex.
  • Benefits: Enjoy remote work options, high commissions, and extensive support from the company.
  • Other info: Access exclusive mortgage deals and comprehensive training through the Connect Academy.
  • Why this job: Be part of a friendly, progressive team with opportunities for personal and professional growth.
  • Qualifications: CeMap qualification preferred; experience in sales or advisory roles is a plus.

The predicted salary is between 40000 - 68000 £ per year.

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, and in order to continue delivering an industry renowned service, 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 firms 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 un-paralleled 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!

MaxAd Recruitment Ltd

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 and potentially lead to referrals or recommendations for the position.

✨Tip Number 3

Prepare to discuss your approach to building client relationships. Since this role emphasises securing and developing relationships, having specific examples ready will showcase your interpersonal skills and ability to drive business.

✨Tip Number 4

Research the company’s values and mission. Understanding their commitment to client service and support will allow you to align your answers during discussions, making you a more appealing candidate.

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
Organisational skills
Good computer literacy
Relationship building
Effective communication skills
Sales experience
Understanding of regulatory standards
Record-keeping accuracy
Ability to work independently
Adaptability to new training and knowledge areas
Client management skills

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 experience aligns with the company's values and how you can contribute to their success.

Highlight Relevant Skills: In your application, focus on skills such as relationship building, analytical abilities, and organisational skills. Provide examples of how you've successfully used these skills in previous roles.

Show Enthusiasm for Continuous Learning: Mention your willingness to develop your knowledge and skills through the company's Connect Academy. This shows that you're committed to personal growth and staying updated in the industry.

How to prepare for a job interview at MaxAd Recruitment Ltd

✨Know Your Stuff

Make sure you have a solid understanding of mortgage products and protection services. Brush up on the latest industry trends and regulations, as well as the specific offerings of the company you're interviewing with.

✨Showcase Your Relationship-Building Skills

Since this role involves securing and building relationships with introducers, be prepared to discuss your past experiences in relationship management. Share examples of how you've successfully built rapport and maximised business opportunities.

✨Demonstrate Your Analytical Skills

Highlight your analytical abilities by discussing how you've used data to inform your advice in previous roles. Be ready to explain how you approach problem-solving and decision-making in a sales environment.

✨Ask Insightful Questions

Prepare thoughtful questions about the company's support systems, training programmes, 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
Location: London
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