At a Glance
- Tasks: Provide mortgage and protection advice to clients, guiding them through the application process.
- Company: Join Mortgage Propeller, a dynamic fintech revolutionising the mortgage industry.
- Benefits: Competitive salary, flexible hours, hybrid working, and free gym membership.
- Other info: Exciting growth opportunities and a supportive company culture await you.
- Why this job: Be part of an innovative team making mortgages easier and more accessible for everyone.
- Qualifications: Full CeMap qualification and at least 1 year of whole market experience required.
The predicted salary is between 25000 - 30000 £ per year.
Help spread Mortgage Joy by joining the Mortgage Propeller team. Want to help change the mortgage industry for the better? We do more than give out mortgage advice. We provide solutions. Technology is developing at a rocket pace and the mortgage world needs to keep up, and we are here to give it the push that it needs.
At Mortgage Propeller we believe in providing mortgage solutions that keep up with the times, whilst still retaining that essential human touch making our client’s experience efficient, friendly, and reassuring. Our innovative platform bridges the gap between brokers and aspiring homeowners, taking all unnecessary paperwork out of the equation making your job easier, and the client happier.
Our Culture: Yes, clients matter. But so does our team. Our company culture is one where you can always feel safe to speak your truth. One where your opinions will be valued and respected, and most importantly, will always support your health and wellbeing. We are always listening, giving the team a safe space to express their needs and wants to make sure that our place of work is tailored specifically to the people that make it whole. Hybrid working? Check. Modern, easily accessible Belfast office? Check. Flexible hours, free gym membership, and free car parking space? Check.
Salary: Basic of £25k to £30k (depending on experience), with OTE £65k+ within 2 years. Location: Northern Ireland / Belfast. It’s rare an opportunity presents itself in the Mortgage industry like this. We are seeking ambitious Mortgage & Protection Advisors who want to take their career and earning potential to the next level and be part of our journey.
The Role: You will support new and existing clients to finance the purchase of family homes, investment properties and switch mortgage providers, powered by our own online platform. Leads and support will be provided but the Broker is expected to self-generate a small percentage of their own business over time. You will provide advice to clients throughout their mortgage and protection applications.
The Company: Mortgage Propeller is building the UK’s newest, most innovative mortgage advisory business. We invest in our people and build technology solutions to help you to achieve your full potential, while also streamlining the mortgage journey.
Responsibilities:
- Provide Mortgage and Protection advice to new and existing clients
- Conduct initial meetings with prospective clients, primarily via virtual face-to-face but also in person if necessary
- Assess the client’s financial circumstances, credit history, and affordability to find the most suitable mortgage
- Guide clients through the process including gathering relevant documentation and inputting data to the platform to complete the lending process
- Recommend and provide tailored solutions to match the clients' requirements
- Act on referrals as they arise, build client relationships, with a customer-first attitude
- Adhere to compliance and regulatory requirements
- Contribute to the success of the business; work across the team to better our tech and marketing solutions to generate leads
- Identify business opportunities and make recommendations to grow revenue and market share
- Be a team player. Support and challenge colleagues in other areas of the business - your opinion matters
Experience and skillset:
- Full CeMap qualification (or equivalent) with CAS status
- 1 year Whole of market experience essential
- Working knowledge of the mortgage and underwriting process; documentation requirements and pipeline management etc
- Ability to engage and service clients to a high standard
- Good all round technical competence
- Excellent working knowledge of compliance requirements
- A strong work ethic, deadline oriented, confident in their decisions and supportive in their approach
- Strong attention to detail and motivated to succeed
- Great communication and relationship building skills
- Eagerness to challenge and exceed targets - remuneration potential is limited only by the candidate's ambition
Package: This is a Full-Time employed position. Basic of £25k to £30k (depending on experience), with OTE £65k+ within 2 years. Pre-qualified leads provided. Learning and Development support. Opportunities for equity options (discretionary). Applicants must be based in Northern Ireland and able to travel to the Belfast office.
Mortgage and Protection Advisor employer: Mortgage Propeller
At Mortgage Propeller, we pride ourselves on being an exceptional employer that values both our clients and our team. With a vibrant work culture in the heart of Belfast, we offer flexible working hours, a modern office environment, and a strong focus on employee wellbeing, ensuring that every team member feels supported and valued. Join us to not only advance your career as a Mortgage and Protection Advisor but also to be part of a forward-thinking company that is revolutionising the mortgage industry while fostering personal and professional growth.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage and Protection Advisor
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Mortgage Propeller. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Mortgage and Protection Advisor
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Mortgage Propeller.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Mortgage Propeller's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Mortgage Propeller
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Mortgage Propeller.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Mortgage Propeller will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Mortgage Propeller employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
