Mortgage & Protection Advisor
Mortgage & Protection Advisor

Mortgage & Protection Advisor

London Full-Time 28000 - 35000 Β£ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Help clients navigate mortgage options and ensure a smooth application process.
  • Company: Join a thriving brokerage with a focus on first-time buyers and high-net-worth clients.
  • Benefits: Enjoy hybrid work, full admin support, and a fun working environment.
  • Why this job: High earning potential with access to numerous leads and a supportive team culture.
  • Qualifications: Must have CeMAP qualification and at least one year of mortgage advice experience.
  • Other info: Opportunity to work across different branches and build lasting relationships.

The predicted salary is between 28000 - 35000 Β£ per year.

Salary; 28k-35k basic (Realistic OTE 72k-90k)

We are working with a thriving brokerage who are looking for a mortgage & protection advisor to join their team and work out of one of their estate agent branches. They deal with a lot of First Time Buyers, BTL, Remortgages and you can also do the protection side of the mortgage too. You would have access to all of the leads that come through the business, they work with a lot of HNW clients so you the earning potential is high!

Responsibilities of a Mortgage & Protection Advisor;

  • Advise customers on their whole of market mortgage options, using their in-house software.
  • Ensure customers are fully informed throughout the process.
  • Work alongside their case management team to ensure the mortgage application is smooth for the customer.
  • Work closely with the estate agency team, creating a lasting relationship.
  • Create and improve the process with the estate agents, to ensure leads are being fed across properly.
  • Ensure all of your work is completed to high standards and is compliant.

Requirements to Become a Mortgage & Protection Advisor here;

  • Must hold full CeMAP qualification.
  • At least 1 years experience in mortgage and protection advice (whole of market)
  • Estate agent background (preferred but not essential)
  • Based across different branches

Benefits of joining as a Mortgage & Protection Advisor here;

  • All leads provided.
  • Hybrid.
  • Full admin support.
  • Fun working environment

If you are a Mortgage & Protection Advisor seeking a new role, please apply.

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Mortgage & Protection Advisor employer: Placing Faces

Join a dynamic brokerage that prioritises employee growth and offers a vibrant work culture, perfect for Mortgage & Protection Advisors. With all leads provided and full admin support, you can focus on what you do best while enjoying a hybrid working environment that fosters collaboration and innovation. This role not only provides competitive earnings potential but also the opportunity to build lasting relationships with high-net-worth clients in a supportive team atmosphere.
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Contact Detail:

Placing Faces Recruiting Team

StudySmarter Expert Advice 🀫

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

✨Tip Number 1

Network with professionals in the mortgage and estate agency sectors. Attend local events or join online forums to connect with others in the industry, as personal referrals can often lead to job opportunities.

✨Tip Number 2

Familiarise yourself with the latest trends and regulations in the mortgage market. Being knowledgeable about current market conditions will not only boost your confidence but also impress potential employers during interviews.

✨Tip Number 3

Consider reaching out directly to the brokerage or estate agents you’re interested in. Express your enthusiasm for the role and ask if they have any upcoming opportunities, showing initiative can set you apart from other candidates.

✨Tip Number 4

Prepare for interviews by practising common questions specific to mortgage and protection advice. Be ready to discuss your experience with different types of clients, especially first-time buyers and high-net-worth individuals, to demonstrate your suitability for the role.

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

CeMAP Qualification
Mortgage Advisory Skills
Protection Insurance Knowledge
Customer Service Skills
Relationship Building
Attention to Detail
Compliance Knowledge
Communication Skills
Problem-Solving Skills
Time Management
Sales Skills
Negotiation Skills
Team Collaboration
Adaptability

Some tips for your application 🫑

Tailor Your CV: Make sure your CV highlights your relevant experience in mortgage and protection advice. Emphasise your CeMAP qualification and any specific achievements that demonstrate your ability to advise clients effectively.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the industry. Mention your experience with first-time buyers and high-net-worth clients, and explain how you can contribute to the brokerage's success.

Highlight Your Skills: In your application, focus on skills that are crucial for a Mortgage & Protection Advisor, such as communication, relationship-building, and compliance. Provide examples of how you've successfully used these skills in previous roles.

Show Enthusiasm for the Company: Research the brokerage and mention specific aspects that attract you to them in your application. This could be their approach to customer service, their support for advisors, or their reputation in the market.

How to prepare for a job interview at Placing Faces

✨Showcase Your CeMAP Qualification

Make sure to highlight your full CeMAP qualification during the interview. This is a key requirement for the role, and demonstrating your knowledge and understanding of mortgage products will show that you're well-prepared and serious about the position.

✨Demonstrate Your Experience

Be ready to discuss your previous experience in mortgage and protection advice. Share specific examples of how you've successfully assisted clients, particularly first-time buyers or high-net-worth individuals, as this will resonate with the brokerage's clientele.

✨Emphasise Team Collaboration

Since the role involves working closely with both the case management team and estate agents, be prepared to talk about your teamwork skills. Provide examples of how you've collaborated with others to ensure a smooth process for clients, which is crucial for this position.

✨Prepare Questions About the Role

Have a few thoughtful questions ready to ask the interviewer about the role and the company. This shows your genuine interest in the position and helps you understand how you can contribute to improving processes and relationships within the team.

Mortgage & Protection Advisor
Placing Faces
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