At a Glance
- Tasks: Provide tailored mortgage and protection advice while delivering exceptional client experiences.
- Company: Join NOVA Wealth, a fast-growing startup revolutionising financial advice in the UK.
- Benefits: Competitive salary, bonuses, private medical, flexible working, and potential equity.
- Other info: Be part of a diverse, entrepreneurial team that values creativity and collaboration.
- Why this job: Make a real impact in a client-centric environment with innovative technology at your fingertips.
- Qualifications: 3+ years of mortgage advice experience; relevant qualifications preferred but not essential.
The predicted salary is between 40000 - 50000 € per year.
About NOVA: NOVA Wealth is a fast growing start up looking to change the face of financial advice and the way it’s delivered in the UK. We firmly believe that a human adviser needs to be at the heart of every client relationship, however by leveraging technology we can empower our advisers to deliver higher levels of service and cut out a lot of the day to day admin that gets in the way. At our core, we’re here to build a game changer in the advice industry that delivers better customer outcomes, at a lower cost, for more people. Through customer-centric advisers supported by our innovative technology, we empower our customers to go beyond just making smarter financial decisions to living the lives they dream of.
About the role: We have a unique opportunity for an experienced Mortgage & Protection Adviser to join our growing team. If you’re looking to accelerate your career in a forward-thinking, client-centric environment, this is your chance to make a real impact. You’ll bring your expertise to a collaborative team that values quality advice, innovation, and outstanding client service. We’re looking for someone with at least 3 years of whole-of-market mortgage advice experience who thrives on solving complex cases and delivering exceptional outcomes. Experience in protection advice is advantageous but not essential — we’ll support you to grow this side of your expertise. This role will suit a confident self-starter who enjoys new challenges, adapts quickly, and wants to contribute to the ongoing success and growth of our mortgage business.
What you’ll be doing:
- Advice: Provide high-quality, compliant, whole-of-market mortgage & protection advice to clients across a wide range of needs.
- Client Focus: Conduct virtual client meetings to understand individual goals and recommend tailored mortgage solutions, whilst delivering an exceptional end-to-end client experience and maintaining trusted relationships.
- Collaboration: Work closely with our Mortgage Support Team to ensure smooth processing of client applications.
- Business Development: Maintain and develop strong relationships with key referrers, ensuring regular updates and excellent communication, as well as identifying new opportunities to grow referral networks and contribute to the wider business strategy.
- Business Growth: Play an active role in shaping the direction and success of NOVA Wealth’s mortgage & protection business as we continue to scale.
The ideal candidate will possess:
- Relevant qualification to be able to give mortgage advice in the UK (e.g. CeMAP / Certificate in Mortgage Advice).
- Extensive experience in mortgage broking and operations, with a proven track record of delivering great customer outcomes in a high volume mortgages business.
- In-depth knowledge of mortgage products, regulatory requirements, and industry trends.
- Experience presenting webinars and building relationships for business development.
- Strong analytical, problem-solving, and decision-making skills.
- Excellent communication and interpersonal abilities.
- A results-oriented mindset with a focus on delivering exceptional customer service and achieving operational excellence.
Highly desirable (but non-essential):
- Relevant qualification to be able to give protection advice in the UK (e.g. Certificate in protection, R05 protection advice), with experience in giving protection advice.
- Experience in a scale-up business (0-100 employees).
- Experience presenting webinars and building relationships for business development.
You’ll feel right at home if you’re…
- Helpful: random acts of kindness make the workplace a better place so, go out of your way to be helpful, and give people reasons to smile.
- Straightforward: life is complicated enough. Don’t make it harder for yourself, or for others. Sometimes the simplest approach works wonders.
- Bold: every great business started with a flash of inspiration. If you’ve got a great idea, don’t keep it to yourself. Join a firm with genuine purpose and impact on our customers, along with a strong moral code.
Competitive salary + benefits (bonus, pension, private medical, income protection, death in service). Potential to get equity in the company in the future. Access to Wellness / mental health support (mental health support through private medical). Budget for additional learning / cost of exams. Electric vehicle leasing through salary sacrifice / cycle to work scheme. Flexible working hours and hybrid remote working (typically 2-3 days a week working in the office (20 Farringdon Street)). Exceptionally open and diverse, multinational team. Entrepreneurial, creative environment.
Mortgage & Protection Adviser employer: Nova Wealth
NOVA Wealth is an innovative start-up that prioritises a human touch in financial advice while harnessing technology to enhance service delivery. As a Mortgage & Protection Adviser, you'll thrive in a collaborative and client-focused environment that values your expertise and offers ample opportunities for professional growth. With competitive benefits, flexible working arrangements, and a commitment to employee well-being, NOVA Wealth is dedicated to creating a rewarding workplace where you can make a meaningful impact.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage & Protection Adviser
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. Building relationships can open doors that you didn’t even know existed.
✨Tip Number 2
Show off your expertise! If you’ve got experience in mortgage broking, make sure to highlight it in conversations. Share insights, offer advice, and demonstrate your knowledge. This will not only boost your confidence but also position you as a go-to person in your field.
✨Tip Number 3
Practice makes perfect! Before any interviews, do some mock sessions with friends or family. Focus on articulating your thoughts clearly and confidently. The more you practice, the more comfortable you’ll feel when it’s time to shine in front of potential employers.
✨Tip Number 4
Apply through our website! We’re all about making the application process smooth and straightforward. By applying directly, you’ll get a better chance to showcase your personality and skills, and who knows, you might just land that dream role with us at NOVA Wealth!
We think you need these skills to ace Mortgage & Protection Adviser
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that align with the Mortgage & Protection Adviser role. Highlight your whole-of-market mortgage advice experience and any relevant qualifications to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Share your passion for client-centric financial advice and how you can contribute to NOVA Wealth's mission. Be bold and let your personality come through!
Showcase Your Problem-Solving Skills:In your application, give examples of how you've tackled complex cases in the past. We love candidates who can think on their feet and deliver exceptional outcomes for clients!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at Nova Wealth
✨Know Your Stuff
Make sure you brush up on your mortgage and protection advice knowledge. Familiarise yourself with the latest products, regulatory requirements, and industry trends. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Client-Centric Approach
NOVA Wealth values a human adviser at the heart of client relationships. Be prepared to share examples of how you've delivered exceptional client service in the past. Highlight your ability to understand individual goals and tailor solutions accordingly.
✨Demonstrate Collaboration Skills
Since you'll be working closely with the Mortgage Support Team, it's important to showcase your teamwork abilities. Share experiences where you've collaborated effectively with others to achieve a common goal, especially in a fast-paced environment.
✨Be Bold and Innovative
NOVA is looking for someone who can contribute to their growth and success. Don't hesitate to share your ideas on how to improve processes or enhance client experiences. Showing that you're proactive and willing to think outside the box will set you apart from other candidates.
