At a Glance
- Tasks: Provide tailored mortgage and protection advice while delivering exceptional client experiences.
- Company: NOVA Wealth, a fast-growing startup revolutionising financial advice in the UK.
- Benefits: Competitive salary, bonuses, wellness support, flexible hours, and potential equity.
- Other info: Collaborative, entrepreneurial environment with opportunities for personal and professional growth.
- Why this job: Join a dynamic team and make a real impact in the financial advice industry.
- Qualifications: 3+ years of mortgage advice experience; relevant qualifications preferred but not essential.
The predicted salary is between 50000 - 60000 € 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.
- 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).
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.
Mortgages Mortgage & Protection Adviser London , United Kingdom employer: Novawm
NOVA Wealth is an innovative and rapidly growing start-up in London, dedicated to transforming financial advice through a blend of human expertise and cutting-edge technology. As a Mortgage & Protection Adviser, you'll thrive in a supportive, collaborative environment that prioritises exceptional client service and offers ample opportunities for professional growth. With competitive salaries, flexible working arrangements, and a commitment to employee well-being, NOVA Wealth stands out as an employer that values its team and fosters a culture of creativity and inclusivity.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgages Mortgage & Protection Adviser London , United Kingdom
✨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 to reach out on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Tip Number 2
Show off your expertise! Consider hosting a webinar or writing articles about mortgage advice. This not only showcases your knowledge but also positions you as a thought leader in the field. Plus, it’s a great way to attract potential clients and employers.
✨Tip Number 3
Be proactive in your job search! Instead of waiting for job postings, reach out directly to companies you admire, like NOVA Wealth. Express your interest and share how you can contribute to their mission. You never know what might come from a simple conversation!
✨Tip Number 4
Keep learning and adapting! The financial advice landscape is always changing, so stay updated on industry trends and regulations. Consider taking additional courses or certifications to enhance your skills. This shows potential employers that you’re committed to growth and excellence.
We think you need these skills to ace Mortgages Mortgage & Protection Adviser London , United Kingdom
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 industry.
Tailor Your CV:Make sure your CV is tailored to highlight your relevant experience in mortgage advice. We’re looking for someone who can solve complex cases, so showcase your achievements and how you've delivered exceptional outcomes in previous roles.
Be Clear and Concise:Keep your application straightforward and to the point. We appreciate clarity, so avoid jargon and make it easy for us to see why you’re the perfect 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 don’t miss out on any important updates from our team.
How to prepare for a job interview at Novawm
✨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.
