At a Glance
- Tasks: Provide expert mortgage and protection advice while managing client journeys from start to finish.
- Company: Join Zest Money Group, a leading independent brokerage in Essex and Suffolk.
- Benefits: Earn up to £70,000 with full admin support and a growth-focused environment.
- Other info: Great opportunity for ambitious brokers to expand their business presence.
- Why this job: Work with warm leads and build your own network in a dynamic team.
- Qualifications: Proven experience as a Mortgage & Protection Broker with CeMAP qualification.
The predicted salary is between 70000 - 70000 £ per year.
Zest Money Group is an independent mortgage, protection and insurance brokerage serving clients across Essex and Suffolk. We are looking for an experienced Senior Mortgage & Protection Broker to join our growing team in Sudbury or Bury St Edmunds, with access to leads from a market-leading estate agent and strong administrative support to help you focus on advising and converting business.
The role
- Provide high-quality mortgage and protection advice across residential, remortgage, buy-to-let and related protection needs.
- Manage the full client journey from initial enquiry through to completion, delivering excellent service and compliant advice throughout.
- Work warm leads generated by a market-leading estate agency, while also building your own local relationships and introducer network.
- Handle complex cases confidently, including self-employed applicants, buy-to-let investors and clients with non-standard income structures.
- Maintain accurate records, fact-finds and suitability documentation in line with FCA and internal compliance standards.
- Contribute to the growth of Zest’s presence in Sudbury or Bury St Edmunds through strong client outcomes and local relationship building.
What we’re looking for
- Proven experience as a Mortgage & Protection Adviser or Broker, ideally in a senior or high-performing role.
- Strong knowledge of mortgage and protection products, lender criteria and the end-to-end advice process.
- A confident, client-focused approach with excellent communication and conversion skills.
- Ability to manage a busy pipeline and work effectively with administrators, solicitors, estate agents and lenders.
- CeMAP or equivalent qualification is expected for an advisory role of this level.
- Experience working with estate agency introducers would be a strong advantage.
Package and progression
- Realistic on-target earnings of £70,000.
- Leads from a market-leading estate agent to support regular opportunities and pipeline growth.
- Full administrative support and a professional, growth-focused working environment.
- Opportunity to play a leading role in expanding Zest Money Group’s presence across Suffolk and the wider region.
This role would suit an ambitious broker who wants high-quality leads, a strong local brand opportunity and the platform to build a substantial book of business. We’d love to hear from you! Send your CV to careers@zestmoneygroup.co.uk
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Senior Mortgage & Protection Broker - Zest Money Group employer: Oakheart Property Ltd
Zest Money Group is an exceptional employer, offering a dynamic and supportive work environment in Sudbury or Bury St Edmunds. With access to high-quality leads from a market-leading estate agent and comprehensive administrative support, employees can focus on delivering outstanding client service while enjoying realistic on-target earnings of £70,000. The company fosters a culture of growth and collaboration, providing ample opportunities for professional development and the chance to significantly impact the local community.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Mortgage & Protection Broker - Zest Money Group
✨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 Oakheart Property Ltd. 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 Senior Mortgage & Protection Broker - Zest Money Group
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 Oakheart Property Ltd.
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 Oakheart Property Ltd'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 Oakheart Property Ltd
✨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 Oakheart Property Ltd.
✨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 Oakheart Property Ltd 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 Oakheart Property Ltd 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.
