At a Glance
- Tasks: Provide expert mortgage advice and conduct market research for clients.
- Company: Join Oaktree Mortgages, a family firm dedicated to securing financial futures.
- Benefits: Enjoy remote work options, ongoing training, commission, and 28 days holiday.
- Why this job: Be part of a supportive team with a strong client base and exceptional service culture.
- Qualifications: Previous experience as a Mortgage Advisor and CeMAP qualification required.
- Other info: Administrator backup provided to help you focus on client relationships.
The predicted salary is between 30000 - 42000 £ per year.
This Mortgage Advisor opportunity is joining our team at Oaktree Mortgages where we have a supportive team environment and offer ongoing training and professional development, commission, option to work from home some of the time, administrator backup and an existing client base. We are a long-established family firm dedicated to helping individuals and families secure their financial future through expert mortgage advice and protection solutions. We offer whole of market advice to meet each client's needs.
As Mortgage Advisor you will:
- Provide expert mortgage and protection advice to clients.
- Conduct thorough market research to identify competitive products.
- Prepare and present applications to lenders on behalf of clients.
- Advise clients on a range of protection options, including life insurance, critical illness cover, and income protection.
- Build and maintain strong relationships with clients, lenders, and our introducer base, providing exceptional customer service.
We are keen to speak to people about this Mortgage Advisor opportunity who have the following skills and experience:
- Previous experience as a Mortgage Advisor, Broker, Loan Officer or similar role.
- CeMAP Qualification or equivalent.
- CAS / Competent Advisor Status.
- Strong understanding of mortgage and protection products.
In return you will receive a salary of £30,000 pa plus commission, company pension scheme and 28 days holiday pa.
To apply - Please submit an updated copy of your CV via the apply link online today!
Contact Detail:
Oaktree Mortgages Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Advisor in Melton Mowbray
✨Tip Number 1
Network with professionals in the mortgage industry, especially those who work in or around Melton Mowbray. Attend local finance events or join online forums to connect with potential colleagues and clients, which can help you gain insights into the local market.
✨Tip Number 2
Familiarise yourself with the specific mortgage products offered by Oaktree Mortgages. Understanding their unique selling points will allow you to tailor your conversations and demonstrate how your expertise aligns with their offerings during interviews.
✨Tip Number 3
Prepare to discuss your previous experiences as a Mortgage Advisor in detail. Be ready to share specific examples of how you've successfully helped clients secure mortgages and protection solutions, showcasing your ability to build strong relationships.
✨Tip Number 4
Research the latest trends in the mortgage market, particularly any changes that may affect clients' needs. Being knowledgeable about current market conditions will not only impress during your interview but also show your commitment to providing expert advice.
We think you need these skills to ace Mortgage Advisor in Melton Mowbray
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as a Mortgage Advisor or in similar roles. Emphasise your CeMAP qualification and any specific achievements that demonstrate your expertise in mortgage and protection products.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping clients secure their financial future. Mention your understanding of the mortgage market and how your skills align with the values of Oaktree Mortgages.
Highlight Customer Service Skills: Since the role involves building strong relationships with clients, make sure to include examples of your exceptional customer service skills. This could be through previous roles or specific situations where you went above and beyond for clients.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the mortgage advisory field.
How to prepare for a job interview at Oaktree Mortgages Ltd
✨Know Your Products
Make sure you have a solid understanding of the mortgage and protection products available in the market. Be prepared to discuss how these products can meet different client needs, as this will demonstrate your expertise and ability to provide tailored advice.
✨Showcase Your Experience
Highlight your previous experience as a Mortgage Advisor or in a similar role during the interview. Share specific examples of how you've successfully helped clients secure mortgages and protection solutions, as this will build credibility with the interviewers.
✨Prepare for Market Research Questions
Expect questions about how you conduct market research to identify competitive products. Be ready to explain your process and any tools or resources you use, as this shows your proactive approach to finding the best options for clients.
✨Emphasise Relationship Building
Since building strong relationships is key in this role, be prepared to discuss your strategies for maintaining client relationships and working with lenders. Share examples of how you've provided exceptional customer service in the past to illustrate your commitment to client satisfaction.