At a Glance
- Tasks: Advise clients on mortgages and protection products while managing warm leads.
- Company: Join a leading mortgage brokerage with a strong flow of leads.
- Benefits: Earn £60k - £70k+ OTE, enjoy remote work, and benefit from a supportive environment.
- Other info: Weekly collaboration at the Essex office with great career progression opportunities.
- Why this job: Make a real impact in clients' lives with your mortgage expertise.
- Qualifications: Fully CeMAP qualified with experience in residential and buy-to-let mortgages.
The predicted salary is between 60000 - 70000 £ per year.
Salary: £60k - £70k+ OTE
50/50 on company‑provided leads, 60/40 on self‑generated business
Location: Remote working with a requirement to attend the Essex office once a week. Applicants must be based within a commutable distance of Essex.
Company: We are working with a mortgage brokerage with a strong flow of leads, particularly within the shared ownership and new build market. While shared ownership makes up a large part of the cases, advisors will also advise on residential and buy‑to‑let mortgages.
Mortgage & Protection Advisor Responsibilities:
- Provide advice on residential, buy‑to‑let and shared ownership mortgages
- Manage a high volume of warm, qualified leads
- Deliver strong protection advice alongside mortgage recommendations
- Convert leads efficiently and compliantly
- Build and maintain relationships with clients and introducers
- Attend the Essex office weekly for collaboration and performance support
Experience needed to become a Mortgage & Protection Advisor:
- Fully CeMAP qualified (or equivalent)
- Experience advising on residential mortgages
- Comfortable handling shared ownership, buy‑to‑let and self‑employed cases
- Strong track record of converting leads
- Confident discussing and selling protection products (life & income protection essential)
- Self‑motivated and able to manage a busy lead flow
Benefits of being a Mortgage & Protection Advisor:
- High‑quality leads provided
- Strong earning potential
- Competitive commission splits
- Supportive environment with proven advisor success stories and internal progression
If you are a Mortgage & Protection Advisor and interested in the above, please apply.
Mortgage & Protection Advisor in Colchester employer: Placing Faces
Join a dynamic mortgage brokerage that prioritises your success with a steady stream of high-quality leads and a supportive work culture. As a Mortgage & Protection Advisor, you'll benefit from competitive commission splits and ample opportunities for professional growth, all while enjoying the flexibility of remote work with weekly collaboration at our Essex office. We are committed to fostering a thriving environment where your expertise in residential and buy-to-let mortgages can truly shine.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage & Protection Advisor in Colchester
✨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 Placing Faces. 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 Mortgage & Protection Advisor in Colchester
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 Placing Faces.
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 Placing Faces'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 Placing Faces
✨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 Placing Faces.
✨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 Placing Faces 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 Placing Faces 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.
