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- Tasks: Manage a busy client bank and provide expert mortgage and insurance advice.
- Company: Fast-growing advisory firm with a national presence and supportive culture.
- Benefits: Competitive salary, tiered bonuses, and hybrid working options.
- Other info: Exciting growth opportunities as the company expands its headcount.
- Why this job: Join a dynamic team and make a real impact in clients' financial journeys.
- Qualifications: Experience in mortgage and insurance advice with strong conversion skills required.
The predicted salary is between 30000 - 40000 £ per year.
This employed Mortgage & Insurance Advisor job is available to take over 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 it is 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 to be 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.
Employed Mortgage Advisor in London employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Employed Mortgage Advisor in London
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join local meetups, and don’t be shy about introducing yourself. The more connections you make, the better your chances of landing that dream job.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your expertise in mortgages and insurance. Share specific examples of how you've helped clients in the past – it’ll show them you’re the real deal!
✨Follow Up Like a Boss
After any meeting or networking event, drop a quick follow-up email to thank them for their time. It keeps you on their radar and shows you’re genuinely interested in the opportunity. Plus, it’s a great way to remind them of your skills!
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us not only makes it easier but also gives you a better chance of standing out. We’re here to help you land that perfect role!
We think you need these skills to ace Employed Mortgage Advisor in 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 both mortgage and insurance 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. Remember, clarity is key!
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. We can’t wait to hear from you!
How to prepare for a job interview at Premier Jobs UK
✨Know Your Stuff
Make sure you're well-versed in both mortgage and insurance advice. Brush up on the latest trends, regulations, and products in these areas. Being knowledgeable will not only boost your confidence but also impress the interviewers.
✨Showcase Your Experience
Prepare to discuss your previous roles and how they relate to this position. Highlight your conversion rates and any successful client meetings you've had. Use specific examples to demonstrate your skills and achievements in the field.
✨Understand the Company Culture
Research the advisory firm and its growth journey. Familiarise yourself with their values and team culture. Showing that you align with their mission and are excited about contributing to their success can set you apart from other candidates.
✨Ask Insightful Questions
Prepare thoughtful questions to ask during the interview. Inquire about the Director's vision for the role and how you can contribute to the team's success. This shows your genuine interest in the position and helps you gauge if it's the right fit for you.