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- Tasks: As a Mortgage & Protection Advisor, you'll provide exceptional service and build relationships with customers.
- Company: Join the UK's leading mortgage broker, known for integrity and customer satisfaction.
- Benefits: Enjoy flexible hours, rising holiday entitlement, private healthcare, and fun perks like 'Freebie Fridays'.
- Why this job: Be part of a dynamic team that values innovation, teamwork, and personal growth.
- Qualifications: CeMAP qualified or equivalent with proven sales experience in a regulated finance environment.
- Other info: This hybrid role is based in Bolton, requiring 2 days in the office each week.
The predicted salary is between 36000 - 60000 £ per year.
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Direct message the job poster from Mortgage Advice Bureau
Multi Award Winning MAB Adviser Recruitment Manager | Headhunter | Talent Scout | Leader
Mortgage Advice Bureau (MAB) is the UK\’s leading mortgage broker, with its unique partnership model geared towards strategic growth and winning 250+ awards for the quality of its advice and service.
Are you ready to take your career to the next level with a thriving company experiencing continuous growth? We\’re seeking experienced Mortgage & Protection Advisors to join our successful team.
If you thrive in a dynamic sales environment and have a passion for delivering exceptional customer service, we want to hear from you!
These are hybrid roles local to Bolton, 2 days per week in head office so you need to be within commutable distance!
Salary & Benefits that Match Your Ambition:
- Salary: Enjoy a competitive salary with achievable OTE\’s £45K + in your first year
- Flexible Hours: Embrace work-life balance with our shift-based schedule, spanning 40 hours per week
- Generous perks: From rising holiday entitlement to private healthcare with Vitality Health, we\’ve got you covered. Plus, enjoy perks like your birthday off, \’Freebie Fridays\’ and much, much more!
A day in the life:
As a Mortgage & Protection Advisor, you\’ll play a pivotal role in providing top-notch service to our valued customers. Collaborating with industry experts, you\’ll build meaningful relationships and contribute to our shared mission of financial empowerment. You’ll be an enthusiastic and driven individual, with high attention to detail and great people skills!
Your responsibilities will include:
- Engaging with the New Business team to take qualified leads
- Skilfully navigating the financial landscape of your customer to source the most suitable products tailored to requirements
- Maintaining thorough knowledge and understanding of lender criteria, to ensure precise suitability
- Delivering impactful sales calls, providing well-researched recommendations rooted in comprehensive product knowledge
- Collaborating closely with lenders to facilitate smooth case processing
- Working in tandem with the Case Management team to work cases towards successful completion
- Proactively following up on leads and diligently chasing cases for updates
- Achieving minimum targets with meticulous care and attention
- Upholding personal performance standards of excellence
- Staying abreast of evolving FCA requirements and industry changes
- Fulfilling CPD requirements to maintain professional competence
- Adhering to company compliance protocols, promptly addressing feedback and implementing necessary actions
- Promoting best advice and setting a stellar example in customer care
- Championing the brand and upholding best practices consistently.
This list represents the core responsibilities, yet our team members are encouraged to embrace additional duties and tasks as directed by management.
About the company:
We\’re more than just a financial services company—we\’re industry leaders committed to integrity, professionalism, and unparalleled customer satisfaction. Not only are we the biggest Second Charge Mortgage Broker in the UK, we also specialise in First Charge Mortgages, Equity Release, Insurance and Bridging Loans. As part of the Mortgage Advice Bureau (MAB) family since 2022, we\’re dedicated to excellence in everything we do.
Join us and become part of a culture that values teamwork, innovation, and job satisfaction, where we empower our employees to take ownership of their work and provide them with the necessary tools and resources to excel in their roles.
Our forward-thinking approach and cutting-edge technology enable us to offer seamless and personalised financial solutions, setting new standards for excellence in our industry.
Role requirements
- CeMAP qualified or equivalent (CF1/CF6/RO5)
- Proven experience of working successfully to sales targets
- Ability to respond quickly to training and adapt to changes within the industry
- Proven experience in outbound sales, objection handling
- Able to carry out processes in a compliant manner
- Able to demonstrate achievements against a wide range of competencies
- Experience in a busy sales environment
- Current experience in a regulated finance company advising on mortgage & protection products
All the perks!
- Rising holiday entitlement up to a maximum of 30 days (excluding bank holidays)
- Your birthday off work
- Private Healthcare with Vitality Health
- Death in service cover
- Fee-free products for your friends and family
- Regular social and charity events
- Onsite food provision and restaurant facilities at HO, Horwich
- \’Freebie Fridays’ on the first Friday of every month
- Cycle to work scheme
- Access to stimulating training & development
- In-house leadership academy for future leaders
- Great location close to transport links
- Free parking onsite HO, Horwich
Seniority level
- Mid-Senior level
Employment type
- Full-time
Job function
- Finance and Sales
- Industries
- Financial Services and Insurance
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Mortgage Advisor employer: Mortgage Advice Bureau
Contact Detail:
Mortgage Advice Bureau Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Advisor
✨Tip Number 1
Familiarise yourself with the Mortgage Advice Bureau's unique partnership model and their approach to customer service. Understanding their values and how they differentiate themselves in the market will help you align your responses during interviews.
✨Tip Number 2
Network with current or former employees of Mortgage Advice Bureau on platforms like LinkedIn. Engaging with them can provide you with insider knowledge about the company culture and expectations, which can be invaluable during your application process.
✨Tip Number 3
Stay updated on the latest FCA regulations and industry changes. Being knowledgeable about current trends and compliance requirements will demonstrate your commitment to professional development and your readiness for the role.
✨Tip Number 4
Prepare for potential role-play scenarios during interviews, as they may assess your sales skills and customer interaction abilities. Practising these scenarios can help you showcase your expertise in objection handling and delivering tailored financial solutions.
We think you need these skills to ace Mortgage Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in mortgage advising and sales. Use keywords from the job description, such as 'CeMAP qualified', 'sales targets', and 'customer service', to demonstrate your fit for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the mortgage industry and your commitment to customer satisfaction. Mention specific achievements that align with the responsibilities listed in the job description.
Showcase Your Skills: In your application, emphasise your skills in objection handling, compliance, and working in a regulated finance environment. Provide examples of how you've successfully navigated these areas in previous roles.
Highlight Continuous Learning: Mention any ongoing professional development or training you have undertaken, especially related to FCA requirements or mortgage products. This shows your commitment to staying updated in the industry.
How to prepare for a job interview at Mortgage Advice Bureau
✨Know Your Products Inside Out
As a Mortgage Advisor, it's crucial to have a deep understanding of the mortgage and protection products you'll be discussing. Brush up on the latest offerings and lender criteria so you can confidently answer any questions and provide tailored advice during the interview.
✨Demonstrate Your Sales Skills
Prepare to showcase your sales experience and how you've successfully met targets in previous roles. Be ready to discuss specific examples of how you've handled objections and closed deals, as this will highlight your ability to thrive in a dynamic sales environment.
✨Emphasise Customer Service Excellence
Customer service is key in this role. Share examples of how you've gone above and beyond for clients in the past. Highlight your attention to detail and how you build meaningful relationships, as these qualities are essential for success at Mortgage Advice Bureau.
✨Stay Updated on Industry Changes
The financial landscape is always evolving, so it's important to demonstrate that you're proactive about staying informed. Discuss any recent changes in FCA requirements or industry trends you've been following, showing your commitment to continuous professional development.
