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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. You never know who might have a lead on your next big opportunity!
✨Tip Number 2
Practice your pitch! When you get the chance to meet potential employers or clients, make sure you can clearly explain what you bring to the table. Highlight your experience and how you can help them achieve their financial goals. Confidence is key!
✨Tip Number 3
Stay updated on industry trends! Make it a habit to read up on the latest mortgage products, legal changes, and market shifts. This knowledge will not only impress potential employers but also show that you're committed to providing top-notch advice.
✨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 experiences that align with our mission of delivering superior service to clients. Let's grow together!
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 Mortgage Products
Make sure you brush up on the latest mortgage products and protection plans. Being able to discuss specific products confidently will show that you're knowledgeable and ready to advise clients effectively.
✨Showcase Your Communication Skills
Since this role involves building rapport with clients, practice articulating your thoughts clearly. Consider role-playing common client scenarios with a friend to enhance your communication skills and ensure you can convey complex information simply.
✨Stay Updated on Regulations
Familiarise yourself with the latest legal, taxation, and regulatory changes in the mortgage sector. This will not only help you answer questions but also demonstrate your commitment to ongoing professional development.
✨Emphasise Your Client-Centric Approach
Prepare examples of how you've achieved good outcomes for clients in the past. Highlighting your dedication to client satisfaction aligns perfectly with the company's vision and mission, making you a strong candidate.
