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- Tasks: Provide expert mortgage and protection advice while building strong client relationships.
- Company: Join Mortgages with Hannie & Co, an award-winning, customer-focused firm in Silsden.
- Benefits: Enjoy flexible working, competitive salary, bonuses, and full admin support.
- Why this job: Be part of a positive team culture that values growth and job satisfaction.
- Qualifications: CeMap or equivalent, sales experience, and strong IT skills required.
- Other info: Opportunity for additional earnings through personal leads and ongoing training.
The predicted salary is between 19200 - 33600 £ per year.
Mortgages with Hannie & Co is a small but fast-growing business in Silsden. We are customer-centric, fast-paced, collaborative, and our goal is to provide unique and quality advice.
Our work environment includes:
- Modern office setting
- Growth opportunities
- Casual work attire
- Relaxed atmosphere
- Company perks
This is a varied role in which you will have the opportunity to showcase your amazing customer service skills, liaising with clients, suppliers and third parties. You will play a key role, supporting our clients and ensuring they are given expert mortgage and protection advice. Effectively prioritising your own workload and will have the chance to further develop your advisory and technical skills in a busy office.
You will be appointment-based, and have leads provided but the opportunity for additional earning opportunities from your own leads. You will be discussing personal details, so the ability to be empathetic, build rapport and develop quality relationships is essential. Additionally, you will be provided admin support but will need to have the skillset to process files, submit applications, accurately record data, and ensure all file information is up to date, so you will be accustomed to working effectively while maintaining the highest standards of quality and accuracy.
In return you will be fulfilling a rewarding role, within a close-knit team; in a really positive and forward-thinking business. You’ll be learning from the best and will have an enormous sense of job satisfaction, delivering an outstanding service to clients.
The role is office-based at 33 Kirkgate, Silsden, BD20 0AJ but we operate an element of flexible working, and working from home.
What’s in it for you?
- Training and development
- Collaborative, rewarding and fun environment
- Team Incentives
- Understanding of operations within a directly authorised mortgage & protection business.
- Full Admin Support
- Leads Provided with increased commission for own leads.
- Competitive salary with commission and bonuses.
- Fee Free mortgage advice for you
A day in the life: As a Mortgage & Protection Advisor, you'll play a pivotal role in providing top-notch mortgage and protection advice 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:
- Sourcing the best financial products based on the customer’s individual needs and wants, mortgage and insurances.
- Completing sales calls with our customers, providing regulated advice, and making suitable recommendations on mortgages and insurances.
- Following up on leads and chasing for updates with back-office support so you can focus on advising.
- Maintaining high-performance standards and staying up to date with industry regulations.
- 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 Mortgages with Hannie & Co 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.
Role requirements:
- CeMap or equivalent
- Proven experience of working successfully to sales targets
- Current or recent experience of an outbound call environment
- 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
- Strong IT skills including the use of the full Microsoft package
- Experience of working successfully in a team and also individually
- Current or recent experience in mortgages or finance
- Experience of broking/lending in the protection market
- Experience of using bespoke software
- Experience in a busy sales environment
Job Types: Full-time 35 Hours, Permanent
Pay: From £24,000.00 per year dependant on experience
Additional pay: Commission pay, Performance bonus, Holidays + Bank Holidays, Company events, Salary Sacrifice Pension, Flexible Working, Work from home
Schedule: Monday to Friday 35 Hours
Mortgage & Protection Advisor employer: Mortgages with Hannie & Co
Contact Detail:
Mortgages with Hannie & Co Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage & Protection Advisor
✨Tip Number 1
Familiarise yourself with the latest mortgage products and protection policies. Being knowledgeable about current offerings will not only boost your confidence during interviews but also demonstrate your commitment to providing quality advice.
✨Tip Number 2
Network with professionals in the mortgage and finance industry. Attend local events or join online forums to connect with others who can provide insights or even referrals to opportunities at Mortgages with Hannie & Co.
✨Tip Number 3
Prepare to discuss your previous sales experiences and how you've successfully met targets. Highlighting specific examples of your achievements will help you stand out as a candidate who can contribute to the team's success.
✨Tip Number 4
Showcase your customer service skills by preparing scenarios where you've built rapport with clients. This role requires empathy and relationship-building, so be ready to share how you've excelled in these areas in past positions.
We think you need these skills to ace Mortgage & Protection Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in sales, customer service, and the mortgage or finance sector. Use specific examples that demonstrate your ability to meet targets and provide excellent advice.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention how your skills align with their customer-centric approach and your commitment to providing quality advice.
Highlight Relevant Qualifications: If you have a CeMap qualification or equivalent, make it prominent in your application. Also, mention any other relevant certifications or training that would make you a strong candidate.
Showcase Soft Skills: Emphasise your interpersonal skills, empathy, and ability to build rapport with clients. These are crucial for a Mortgage & Protection Advisor role, so provide examples of how you've successfully used these skills in past positions.
How to prepare for a job interview at Mortgages with Hannie & Co
✨Showcase Your Customer Service Skills
As a Mortgage & Protection Advisor, your ability to connect with clients is crucial. Prepare examples of how you've successfully built rapport and provided exceptional service in previous roles.
✨Demonstrate Industry Knowledge
Stay updated on the latest mortgage and protection trends, regulations, and products. Be ready to discuss how these changes can impact clients and how you can provide tailored advice.
✨Highlight Your Sales Experience
Since the role involves meeting sales targets, be prepared to share specific achievements from your past experiences. Discuss how you handled objections and turned leads into successful sales.
✨Emphasise Attention to Detail
In this role, accuracy is key. Be ready to explain how you ensure compliance and maintain high standards in your work, especially when processing files and submitting applications.
