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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: Competitive salary, tiered 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 strong conversion skills.
- Other info: Opportunity for career growth as the company expands.
The predicted salary is between 30000 - 40000 £ per year.
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. 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.
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.
City of London.
Locations
Mortgage Advisor in Canary Wharf, London employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Advisor in Canary Wharf, London
✨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 expertise! Prepare to discuss your knowledge in mortgages and insurance during interviews. Bring examples of how you've helped clients in the past to demonstrate your skills and passion.
✨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 opportunities waiting for you, and applying directly can give you an edge. Plus, it’s super easy to navigate and find the perfect fit for your skills.
We think you need these skills to ace Mortgage Advisor in Canary Wharf, London
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for mortgages and insurance shine through. We want to see that you’re not just knowledgeable but also genuinely excited about helping clients achieve their financial goals.
Tailor Your CV: Make sure your CV is tailored to highlight your experience in mortgage and protection advice. We’re looking for specific examples of your success and how you’ve achieved high conversion rates in the past.
Be Clear and Concise: Keep your application clear and to the point. We appreciate straightforward communication, so avoid jargon and focus on what makes you a great fit for this role as a Mortgage Advisor.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity with our growing team.
How to prepare for a job interview at Premier Jobs UK
✨Know Your Stuff
Make sure you brush up on your mortgage and insurance knowledge. Be ready to discuss specific products, market trends, and how you can help clients achieve their financial goals. This role demands expertise, so show them you’re the go-to person for advice!
✨Showcase Your People Skills
As a Mortgage Advisor, you'll be meeting clients regularly. Practice your communication skills and think about how you can build rapport quickly. Share examples of how you've successfully connected with clients in the past to demonstrate your ability to provide great service.
✨Prepare for Scenario Questions
Expect questions that put you in real-life situations. Think about how you would handle various client scenarios, especially those that require high conversion rates. Prepare some success stories that highlight your problem-solving skills and ability to close deals.
✨Understand the Company Culture
Research the company’s values and culture. They’re looking for someone who fits well within their supportive team environment. Be ready to explain why you’re excited about joining their journey and how you can contribute to their growth while working closely with the Director.