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- Tasks: Help clients with mortgages and insurance, holding up to 10 meetings weekly.
- Company: Fast-growing advisory firm with a supportive team culture.
- Benefits: Salary of £30,000 - £40,000 plus bonuses and hybrid working options.
- Why this job: Join a dynamic team and make a real impact on clients' financial journeys.
- Qualifications: Experience in mortgage and insurance advice, with relevant certifications.
- Other info: Opportunity for career growth as the company expands.
This employed Mortgage & Insurance Advisor job is available to takeover the client bank from a busy Director who wants to focus on strategic tasks moving forwards. The Director has a personal client bank of several hundred and regularly wins business from speaking at events
A variety of soft skills and experience may be required for the following role Please ensure you check the overview below carefully.
This is ideal for a Mortgage & Insurance Advisor who enjoys being very busy, you could realistically be holding 10 client meetings per week. Due to the nature of the leads being from existing clients or from warm enquiries you should expect over 50% conversion rate!
Your business mix will consist of both mortgages and insurance advice, therefore important you are knowledgeable, passionate and skilled in both areas of advice.
It is important you work closely with the Director of the business, as he will be able to keep you well fed with regular, quality leads. As such, to get off to a flying start, our client would like you regularly present in the City of London office, with potential to introduce some home working after 3 – 6 months (hybrid thereafter)
Mortgage Advisor Requirements
You must have strong experience in writing good – high levels of mortgage and protection advice and strong conversion rate
You must have CAS for mortgages and insurance advice
You must have CeMAP or equivalent
You must be motivated by providing great service and achieving high levels of performance
The Company
Established 4 years ago, this advisory firm is growing at an excellent pace with no signs of slowing down. The business has a national footprint with Advisors licensed across insurance, mortgages and wealth advice. You will be joining at a key point in their journey as they continue to expand their headcount, whereby you will be working closely with the Directors on their personal client bank, freeing them up to work on strategic growth of the business
Mortgage Advisor Benefits
Salary of £30,000 – £40,000 plus tiered bonus structure based on achieving milestones bonuses based on various metrics
Hybrid working from their City of London office and work from home (largely office based during initial bedding in period)
Supportive team culture
Locations
City of London
Call us now on 0208 0044 154 or click Apply
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
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Mortgage Advisor employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Advisor
✨Tip Number 1
Network like a pro! Attend industry events and meet-ups to connect with potential clients and other professionals. The more people you know, the better your chances of landing that Mortgage Advisor role.
✨Tip Number 2
Show off your skills! Prepare a mini-presentation or pitch about your experience in mortgages and insurance. This will help you stand out during interviews and demonstrate your passion for the field.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you ace your job search. Plus, applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace Mortgage Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to highlight your experience in mortgages and insurance. We want to see how your skills match the job description, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for providing great service and achieving high performance. Let us know why you’re excited about this role and how you can contribute to our team.
Showcase Your Soft Skills: Since this role requires a variety of soft skills, make sure to mention them in your application. Whether it's communication, teamwork, or problem-solving, we want to know how you can bring these skills to the table!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get you on the path to joining our fantastic team!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Stuff
Make sure you brush up on your mortgage and insurance knowledge. Be ready to discuss specific products, regulations, and market trends. This will show that you're not just qualified but genuinely passionate about the field.
✨Showcase Your Soft Skills
Since this role involves holding multiple client meetings, highlight your communication and interpersonal skills. Prepare examples of how you've built relationships with clients in the past and how you handle challenging situations.
✨Understand the Company Culture
Research the company’s values and culture. Be prepared to discuss how you align with their mission and how you can contribute to their growth. This shows that you’re not just looking for any job, but that you want to be part of their journey.
✨Prepare Questions
Have a few thoughtful questions ready for the interviewers. Ask about their expectations for the role, the team dynamics, or how they measure success. This demonstrates your interest in the position and helps you gauge if it’s the right fit for you.
