At a Glance
- Tasks: Advise clients on mortgages and protections, ensuring tailored solutions.
- Company: Join a dynamic and innovative professional services group.
- Benefits: Competitive salary, performance bonuses, and ongoing training.
- Other info: Immediate interviews available; office-based role with great progression opportunities.
- Why this job: Make a real difference in clients' lives while advancing 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 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
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about letting people know you’re on the lookout for a role. You never know who might have the inside scoop on job openings.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios specific to mortgage and protection advising. We recommend doing mock interviews with friends or family to build your confidence and refine your answers.
✨Tip Number 3
Showcase your expertise! Bring along examples of your past successes in client interactions or complex cases during interviews. This will help demonstrate your value and how you can contribute to Penn Group’s mission.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team at Penn Group.
We think you need these skills to ace Mortgages & Protections Adviser
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Mortgages & Protections Adviser role. Highlight your CeMAP qualification and relevant experience, especially your customer-facing roles. We want to see how your skills align with our client-centric approach!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to our mission at Penn Group. Keep it professional but let your personality come through!
Showcase Your Skills:Don’t forget to highlight your interpersonal and communication skills in your application. We’re looking for someone who can explain complex information clearly, so give us examples of how you've done this in the past!
Apply Through Our Website:We encourage you to apply directly 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. Plus, we love seeing applications come through our own channels!
How to prepare for a job interview at Penn Financial
✨Know Your Stuff
Make sure you brush up on your CeMAP knowledge and FCA regulations. Being able to discuss these confidently will show that you're not just qualified, but also genuinely interested in the role.
✨Client-Centric Mindset
Prepare examples of how you've put clients first in your previous roles. Penn Group values a client-focused approach, so demonstrating your ability to build relationships and tailor solutions will set you apart.
✨Showcase Your Communication Skills
Practice explaining complex mortgage and protection concepts in simple terms. This will highlight your outstanding communication skills and your ability to connect with clients effectively.
✨Be Organised and Detail-Oriented
Bring along any relevant documents or notes that showcase your organisational skills. Mention specific tools or methods you use to stay organised, as this aligns with the attention to detail they’re looking for.
