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.
Job Description
Company
A fantastic opportunity is available for an experienced and motivated Mortgage & Protection Advisor to join a growing financial services team in Harrow. This is a full-time, office based position offering excellent earning potential, support, and professional growth.
There is a Self-Employed option available also, for people with 2+ years experience (you must have CAS) so if this is something you are interested in please let us know.
Key Responsibilities of a Mortgage & Protection Advisor;
- Provide tailored mortgage and protection advice to individual clients.
- Manage the full mortgage application process from initial consultation through to completion.
- Assist clients with financial planning, including debt consolidation.
- Engage in marketing activities to help grow your client base.
What You’ll Need to be a Mortgage & Protection Advisor;
- Full CeMAP qualification (or equivalent).
- Previous experience in a Mortgage Advisor role.
- Strong organisational skills and ability to manage your workload independently.
- Motivation to meet performance targets and KPIs.
Benefits of a being a Mortgage & Protection Advisor;
- Competitive basic salary (dependent on experience).
- Pension scheme
- Private medical insurance
- 21 days annual leave (plus bank holidays)
- Friendly and supportive work environment
- Career progression
- Admin support
If you are a Mortgage & Protection Advisor and interested in the above, please apply.
Mortgage & Protection Advisor employer: Placing Faces
Contact Detail:
Placing Faces Recruiting Team
StudySmarter Expert Advice π€«
We think this is how you could land Mortgage & Protection Advisor
β¨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.
β¨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.
β¨Tip Number 3
Consider reaching out directly to the brokerage or estate agents youβre 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.
β¨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
Some tips for your application π«‘
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
β¨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.
β¨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.
β¨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.
β¨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.