At a Glance
- Tasks: Advise clients on mortgages and protections, ensuring tailored solutions.
- Company: Join the dynamic Penn Group, redefining professional services.
- Benefits: Competitive salary, bonuses, training, and career progression.
- Other info: Immediate interviews available; office-based role.
- Why this job: Make a real impact in clients' lives while growing your career.
- Qualifications: CeMAP qualified with 3 years of advisory experience.
The predicted salary is between 35000 - 50000 £ per year.
About the Company
Penn Group of Companies is a dynamic and forward-thinking provider of professional services across the legal, financial, accountancy, marketing, and technology sectors. Our mission is to redefine the delivery of professional services through a holistic, client‑centric approach that delivers tailored outcomes swiftly, professionally, and efficiently. By combining expertise across the Group, we provide comprehensive solutions to complex challenges while building relationships that last. We place the wellbeing of our clients, their families, and future generations at the heart of everything we do, while fostering an environment where our people are encouraged to grow, develop, and achieve their highest potential.
As part of our continued growth, we are seeking an experienced and results‑driven Mortgage & Protection Adviser to join our expanding team.
Job Requirements
- Hold full CeMAP qualification
- Have a minimum of 3 years’ post‑CeMAP, customer‑facing mortgage and protection advisory experience
- Have strong knowledge of FCA regulations and compliance requirements
- Be eligible to operate under SMCR requirements with no impediments
You will also demonstrate:
- Excellent interpersonal and presentation skills
- Outstanding communication and listening skills, with the ability to explain complex information clearly and professionally
- A client‑focused and commercially minded approach
- Strong organisational skills and attention to detail
- High proficiency in Microsoft Office, including Word, Excel, and Outlook
What We Offer
- Permanent full-time position
- Competitive salary of £35,000 – £50,000 per annum (depending on experience)
- Excellent earning potential, including discretionary Group performance bonuses
- Comprehensive induction and ongoing training programme
- Outstanding opportunities for progression and personal development
- Full IT equipment, stationery, and technical support provided
Career Progression
At Penn Financial, we are committed to supporting professional development and rewarding excellence. As you demonstrate strong performance, excellent client outcomes, and consistent achievement of KPIs, you will become eligible for progression to Associate‑Level Mortgage & Protection Adviser.
Working Hours
Monday to Friday, 9:00am – 5:30pm
Additional Information
- Immediate interviews available
- Start date ASAP
- This is an office‑based role and not a remote position
Join a growing professional services group where collaboration, progression, and exceptional client care are at the centre of everything we do.
No agencies please.
Mortgages & Protections Adviser in London employer: Penn Financial
At Penn Group of Companies, we pride ourselves on being an exceptional employer that prioritises the growth and wellbeing of our employees. Our dynamic work culture fosters collaboration and innovation, providing comprehensive training and clear pathways for career progression, particularly for our Mortgages & Protections Advisers. Located in a vibrant area, we offer competitive salaries, performance bonuses, and a supportive environment where you can thrive both personally and professionally.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgages & Protections Adviser in London
✨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 Penn Financial. 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 Mortgages & Protections Adviser in London
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 Penn Financial.
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 Penn Financial'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 Penn Financial
✨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 Penn Financial.
✨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 Penn Financial 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 Penn Financial 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.
