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For Companies At a Glance
- Tasks: Provide expert mortgage and protection advice to clients, both face-to-face and remotely.
- Company: Join Peter Harding Wealth Management, a leading partner of St. James's Place.
- Benefits: Enjoy a permanent, full-time role with opportunities for personal and professional growth.
- Why this job: Make a real difference in clients' financial journeys while working in a supportive team.
- Qualifications: CeMAP qualified or equivalent, with experience in mortgage and protection advisory roles.
- Other info: Flexible working hours and a commitment to client success are essential.
The predicted salary is between 36000 - 60000 £ per year.
We are recruiting for a Mortgage and Protection Adviser. Peter Harding Wealth Management is a Principal Partner Practice of St. James's Place, a leading wealth management organisation within the UK. Our goal is to provide a wide range of services to help clients build, grow, and preserve wealth. This is an opportunity for an ambitious Mortgage and Protection Adviser to join a thriving and expanding Adviser team on an employed basis.
About The Role
- Department: Adviser team
- Location: Shaftesbury, Sherborne, Canford Cliffs or Corsham office
- Contract type: Permanent, full-time
Our team of advisers supply full, holistic, financial advice to existing and new clients on a face-to-face and remote basis. Evening client meetings may be required.
About You
- Located within Dorset/Wiltshire or prepared to travel to those areas
- Experience advising on mortgage products (CeMAP qualified or equivalent preferred)
- Previous experience in Mortgage and Protection advisory role
- A desire to remain current by staying up to date with mortgage, protection, legal, taxation and regulatory changes
- A keen interest in ongoing personal and professional development
You will enjoy working with and achieving good outcomes for clients. You will have excellent communication skills and an ability to build rapport with a range of new and existing clients. Flexibility, self-motivation, and a commitment to uphold the vision and mission of our business is key.
Our vision “We are an elite cohesive team that takes pride in delivering a successful, profitable sustainable business, consistently delivering superior service to clients on their journey to financial wellbeing.”
Our mission To create an environment where clients can be confident to plan, grow & protect their future.
Mortgage and Protection Adviser employer: Peter Harding Wealth Management
Contact Detail:
Peter Harding Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage and Protection Adviser
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend local events, join online forums, or even hit up social media groups related to mortgage and protection advice. The more people you know, the better your chances of landing that dream job!
✨Tip Number 2
Practice your pitch! You never know when you'll meet someone who could help you land a job. Prepare a short, engaging summary of your experience and what you can bring to the table as a Mortgage and Protection Adviser. Make it memorable!
✨Tip Number 3
Stay updated on industry trends! Make sure you're aware of the latest mortgage products and regulatory changes. This knowledge will not only boost your confidence but also impress potential employers during interviews.
✨Tip Number 4
Apply through our website! We love seeing passionate candidates who are eager to join our team. Make sure to showcase your skills and enthusiasm for helping clients achieve financial wellbeing. Your next big opportunity could be just a click away!
We think you need these skills to ace Mortgage and Protection Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Mortgage and Protection Adviser role. Highlight your relevant experience, especially in advising on mortgage products, and don’t forget to mention your CeMAP qualification if you have it!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for helping clients achieve financial wellbeing and how your skills align with our mission. Keep it personal and engaging!
Showcase Your Communication Skills: Since excellent communication is key in this role, make sure your application reflects that. Use clear, concise language and demonstrate your ability to build rapport through your writing style.
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’re considered for this exciting opportunity with our team!
How to prepare for a job interview at Peter Harding Wealth Management
✨Know Your Stuff
Make sure you brush up on your mortgage and protection products. Understand the latest trends and regulations in the industry, as well as any recent changes that could affect clients. This will show your potential employer that you're not just qualified, but also genuinely interested in the field.
✨Showcase Your Communication Skills
As a Mortgage and Protection Adviser, you'll need to build rapport with clients. Practice articulating complex financial concepts in simple terms. During the interview, demonstrate your ability to listen actively and respond thoughtfully to questions, which is crucial for client interactions.
✨Be Ready for Scenario Questions
Expect to be asked how you would handle specific client situations. Prepare examples from your past experience where you've successfully navigated challenges or provided exceptional service. This will help illustrate your problem-solving skills and client-focused approach.
✨Align with Their Vision and Mission
Familiarise yourself with Peter Harding Wealth Management's vision and mission. Think about how your personal values align with theirs and be ready to discuss this in the interview. Showing that you share their commitment to client wellbeing can set you apart from other candidates.
