At a Glance
- Tasks: Provide tailored mortgage and protection advice while building strong client relationships.
- Company: NOVA Wealth, a fast-growing startup revolutionising financial advice in the UK.
- Benefits: Competitive salary, bonuses, equity potential, wellness support, and flexible working hours.
- Other info: Be part of an entrepreneurial, diverse environment with excellent growth opportunities.
- Why this job: Join a dynamic team and make a real impact in the financial advice sector.
- Qualifications: 3+ years of mortgage advice experience and relevant qualifications.
The predicted salary is between 40000 - 50000 £ per year.
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.
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
- Provide high-quality, compliant, whole-of-market mortgage & protection advice to clients across a wide range of needs.
- 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.
- Work closely with our Mortgage Support Team to ensure smooth processing of client applications.
- 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.
- Play an active role in shaping the direction and success of NOVA Wealth's mortgage & protection business as we continue to scale.
Requirements
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.
Benefits
- 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
NOVA Wealth is an exceptional employer that champions a client-centric approach while leveraging technology to enhance the advisory experience. With a strong focus on employee growth, competitive benefits, and a vibrant, diverse work culture, our team members are empowered to make a meaningful impact in the financial advice sector. Located at 20 Farringdon Street, we offer flexible working arrangements and a supportive environment that fosters innovation and collaboration.
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. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your expertise! Prepare for interviews by brushing up on your knowledge of mortgage products and current market trends. Be ready to discuss how you can leverage technology to enhance client relationships, just like NOVA Wealth does.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable talking about your experience and how you can contribute to a team. Focus on your problem-solving skills and how you’ve delivered exceptional outcomes in the past.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in being part of the NOVA Wealth family. Don’t miss out on this chance to make a real impact!
We think you need these skills to ace Mortgage & Protection Adviser
Some tips for your application 🫡
Show Your Passion:When writing your application, let your enthusiasm for the role shine through! We want to see how excited you are about joining NOVA Wealth and making a difference in the financial advice space.
Tailor Your CV:Make sure your CV is tailored to highlight your experience in mortgage advice and client service. We love seeing how your skills align with what we’re looking for, so don’t hold back on showcasing your achievements!
Be Clear and Concise:Keep your application clear and to the point. We appreciate straightforward communication, so avoid jargon and focus on what makes you a great fit for our team.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity at NOVA Wealth.
How to prepare for a job interview at NOVA
✨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 Experience
Prepare to discuss specific cases where you've delivered exceptional outcomes for clients. Highlight your problem-solving skills and how you've navigated complex situations. This is your chance to demonstrate your expertise and how it aligns with NOVA Wealth's client-centric approach.
✨Engage with the Team
Since this role involves collaboration with the Mortgage Support Team, be ready to talk about your experience working in teams. Share examples of how you've built strong relationships with colleagues and referrers, and how you can contribute to a positive team dynamic at NOVA Wealth.
✨Be Bold and Authentic
NOVA Wealth values boldness and straightforwardness, so don’t be afraid to share your ideas or ask questions during the interview. Show your personality and let them see how you can bring a fresh perspective to their growing team. Remember, they’re looking for someone who can make a real impact!
