At a Glance
- Tasks: Provide bespoke mortgage advice and analyse clients' financial situations.
- Company: Milecross Financial is a leading ethical financial advice practice in the UK.
- Benefits: Enjoy a hybrid work model with flexibility to work from home.
- Why this job: Build long-term client relationships while making a real impact on their financial decisions.
- Qualifications: CeMap qualified with expertise in mortgages and strong analytical skills required.
- Other info: Join a supportive team focused on ethical practices and client trust.
The predicted salary is between 28800 - 48000 £ per year.
Milecross Financial, established in 2005 in Newtownards, County Down, has grown into one of the largest financial advice practices in the UK. With branches and offices throughout Northern Ireland, Scotland & England, we provide ethical, transparent, and friendly services to help homeowners make informed financial decisions. Our approach focuses on building long-term relationships based on mutual trust.
As an appointed representative of The Openwork Partnership, we have access to a wide range of financial products and support services, enabling us to offer the best possible advice to our clients.
This is a full-time hybrid role for a self-employed Mortgage Advisor located in Epsom, with some work from home flexibility. The Mortgage Advisor will be responsible for:
- Providing bespoke mortgage advice
- Analysing clients' financial situations
- Preparing and submitting mortgage applications
- Staying updated on the latest market trends
- Building long-term relationships with clients
- Offering ongoing financial planning advice
- Ensuring compliance with all regulatory requirements
Qualifications:
- Expertise in Mortgages and Financial Planning
- Experience in Mortgage Marketing
- CeMap Qualified
- Proficient in Finance and Financial Products
- Excellent analytical and communication skills
- Ability to work both independently and as part of a team
- Previous experience in the financial services industry is a plus
- Strong ethical standards and attention to detail
Mortgage Advisor employer: Milecross Financial Solutions Ltd
Contact Detail:
Milecross Financial Solutions Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Advisor
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as Mortgage Advisors. Attend local finance events or join online forums to connect with potential colleagues and mentors who can provide insights into the role.
✨Tip Number 2
Stay updated on the latest mortgage products and market trends. Subscribe to financial news outlets and follow relevant social media accounts to ensure you have a solid understanding of the current landscape, which will help you stand out during interviews.
✨Tip Number 3
Consider reaching out directly to the hiring manager or team at Milecross Financial via LinkedIn. A polite message expressing your interest in the Mortgage Advisor position can demonstrate your enthusiasm and initiative, making a positive impression.
✨Tip Number 4
Prepare for potential interview questions by practising your responses to common scenarios faced by Mortgage Advisors. Think about how you would handle client relationships, compliance issues, and financial planning advice to showcase your expertise and problem-solving skills.
We think you need these skills to ace Mortgage Advisor
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Mortgage Advisor. Familiarise yourself with the key skills required, such as expertise in mortgages, financial planning, and compliance with regulatory requirements.
Tailor Your CV: Customise your CV to highlight relevant experience in the financial services industry, particularly in mortgage advice and financial planning. Emphasise your CeMap qualification and any previous roles that demonstrate your analytical and communication skills.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping clients make informed financial decisions. Mention your understanding of the ethical approach Milecross Financial takes and how you can contribute to building long-term client relationships.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial sector.
How to prepare for a job interview at Milecross Financial Solutions Ltd
✨Know Your Mortgages
Make sure you brush up on your mortgage knowledge before the interview. Understand different types of mortgages, current market trends, and the specific products offered by Milecross Financial. This will show your expertise and enthusiasm for the role.
✨Build Rapport
Since the role involves building long-term relationships with clients, practice how to establish rapport quickly. Be friendly, approachable, and ready to engage in conversation. This will demonstrate your ability to connect with clients effectively.
✨Prepare Questions
Have a list of insightful questions ready to ask during the interview. This could include inquiries about the company culture, team dynamics, or specific challenges faced by Mortgage Advisors at Milecross Financial. It shows your genuine interest in the position.
✨Showcase Your Compliance Knowledge
Familiarise yourself with the regulatory requirements relevant to the mortgage industry. Be prepared to discuss how you ensure compliance in your work, as this is crucial for maintaining the ethical standards that Milecross Financial values.