Mortgage & Protection Advisor

Mortgage & Protection Advisor

Full-Time 70000 - 80000 £ / year (est.) Home office (partial)
Placing Faces Ltd

At a Glance

  • Tasks: Advise clients on tailored mortgage and protection solutions while managing the full mortgage process.
  • Company: Award-winning mortgage brokerage with a strong reputation in Yorkshire.
  • Benefits: High earning potential, strong lead support, and hybrid working model.
  • Other info: Flexible working with only one office day per week and established client base.
  • Why this job: Join a dynamic team and build your own client bank with excellent earning opportunities.
  • Qualifications: CeMAP qualified with proven experience in the mortgage and protection market.

The predicted salary is between 70000 - 80000 £ per year.

Salary: £70,000 - £80,000 OTE

Retainer available during the early months

50/50 split on leads provided

70/30 split on self-generated business

Location: Hybrid working - office is based in Sheffield, with 1 day per week in the office. Preference for candidates to be based in Yorkshire but will consider candidates in East Midlands.

Company: Our client is an award-winning and well-established mortgage brokerage with a strong reputation across Yorkshire. They are looking for a highly motivated Mortgage & Protection Advisor to join their team in Sheffield. You will benefit from strong lead generation support, modern systems and the flexibility of a hybrid working model, while still having the autonomy to build and grow your own client bank.

Responsibilities:

  • Advising clients on mortgage and protection solutions tailored to their needs
  • Handling a mixture of provided leads and self-generated business
  • Managing the full mortgage process from enquiry through to completion
  • Building and maintaining relationships with clients, estate agents and introducers
  • Providing expert guidance across residential, remortgage and protection products
  • Generating business through networking and relationship building
  • Delivering excellent customer service throughout the client journey
  • Managing your own administration and pipeline

Experience needed:

  • CeMAP qualified (or equivalent)
  • Proven experience as a Mortgage & Protection Advisor
  • Strong knowledge of the mortgage and protection market
  • Comfortable generating business alongside working company leads
  • Ability to work independently in a self-employed environment
  • Excellent communication and relationship-building skills
  • Full UK driving licence preferred due to regional client coverage

Benefits:

  • Strong lead source
  • Full leads provided
  • Retainer available to support you in the early months
  • Hybrid working with only 1 office day per week
  • Monday to Friday working pattern
  • Established client base across Yorkshire
  • High earning potential with £70k-£80k OTE

If you are a Mortgage & Protection Advisor and interested in the above, please apply.

Mortgage & Protection Advisor employer: Placing Faces Ltd

Join an award-winning mortgage brokerage in Sheffield, where you will enjoy a supportive work culture that prioritises your growth and success. With strong lead generation support, a flexible hybrid working model, and the opportunity to build your own client bank, this role offers both autonomy and collaboration in a thriving environment. Benefit from high earning potential and a Monday to Friday working pattern, making it an ideal place for motivated professionals seeking meaningful and rewarding employment.

Placing Faces Ltd

Contact Details:

Placing Faces Ltd Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Mortgage & Protection Advisor

Tip Number 1

Network like a pro! Attend local events or join online groups related to mortgages and protection. This is where you can meet potential clients and build relationships that could lead to business.

Tip Number 2

Leverage social media to showcase your expertise. Share tips, success stories, and industry news on platforms like LinkedIn. This helps you establish credibility and attract clients who need your services.

Tip Number 3

Don’t shy away from asking for referrals! If you've done a great job for a client, ask them to recommend you to their friends or family. Word of mouth is powerful in this industry.

Tip Number 4

Make sure to apply through our website! It’s the best way to get noticed and ensures your application goes straight to the right people. Plus, we love seeing candidates who are proactive!

We think you need these skills to ace Mortgage & Protection Advisor

CeMAP qualification (or equivalent)
Knowledge of mortgage and protection market
Lead generation
Client relationship management
Excellent communication skills
Networking skills
Customer service

Some tips for your application 🫡

Tailor Your CV:Make sure your CV is tailored to the Mortgage & Protection Advisor role. Highlight your CeMAP qualification and any relevant experience you have in the mortgage and protection market. We want to see how your skills match what we're looking for!

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 team. Be sure to mention your ability to generate business and build relationships, as these are key for us.

Showcase Your Communication Skills:As a Mortgage & Protection Advisor, excellent communication is crucial. In your application, demonstrate your ability to convey complex information clearly and effectively. We love candidates who can connect with clients and make them feel at ease!

Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it shows you're keen to join our team!

How to prepare for a job interview at Placing Faces Ltd

Know Your Stuff

Make sure you brush up on your knowledge of the mortgage and protection market. Be ready to discuss current trends, products, and regulations. This shows that you're not just qualified but genuinely interested in the field.

Showcase Your Experience

Prepare specific examples from your past roles where you've successfully advised clients or generated business. Highlight your ability to manage the full mortgage process and how you've built relationships with clients and introducers.

Demonstrate Your Independence

Since this role involves a mix of provided leads and self-generated business, be prepared to discuss how you can thrive in a self-employed environment. Share strategies you've used to generate leads and maintain a strong client pipeline.

Ask Insightful Questions

At the end of the interview, have a few thoughtful questions ready about the company’s approach to lead generation or their support for new advisors. This shows your enthusiasm for the role and helps you gauge if it's the right fit for you.