At a Glance
- Tasks: Provide expert mortgage and protection advice while mentoring junior advisers.
- Company: Dynamic financial advisory firm focused on client success.
- Benefits: Competitive salary, uncapped OTE, and opportunities for career progression.
- Other info: Collaborative environment with strong focus on professional development.
- Why this job: Make a real impact on clients' financial futures in a rewarding senior role.
- Qualifications: Minimum 3 years' experience and CeMAP/CII qualifications required.
Are you a fully CeMAP qualified, CII certified Mortgage & Protection Adviser looking for a senior role where your expertise genuinely counts? Step into a position that gives you autonomy, progression, and the chance to make a real impact on clients' financial futures. You'll deliver high quality mortgage and protection advice, mentor junior advisers, and build long term client relationships whilst staying at the forefront of industry knowledge and lender updates.
Salary: £35-40K depending on experience + c.£50-75K OTE uncapped
What you'll be doing:
- Conducting in depth consultations to understand clients' financial goals and circumstances
- Meeting clients in person, at home, in the office, or remotely via Teams/Zoom
- Advising on a full range of mortgage products: first time buyer, remortgage, buy to let, commercial, and equity release
- Recommending tailored protection solutions including life cover, critical illness and income protection
- Preparing and submitting accurate mortgage applications with full compliance
- Keeping up to date with regulations, lender criteria and market changes through webinars, networking and CPD
- Maintaining detailed, compliant client records
- Building strong relationships with provider BDMs to stay ahead of product updates
- Supporting clients with ongoing financial planning needs
- Collaborating with lenders, insurers and other professionals to ensure smooth case progression
- Mentoring a junior adviser as part of your senior responsibilities
The ideal Senior Mortgage & Protection Adviser will need:
- Minimum 3 years' experience as a Mortgage & Protection Adviser
- CeMAP + CII Level 3 Equity Release - essential
- Whole of Market experience using systems such as Mortgage Brain, iPipeline, CI Expert
- Strong communication, accuracy and attention to detail
- Experience with Intelliflo (IO) or similar
- Organised, proactive and confident managing your diary
A rewarding senior role for someone who loves delivering high quality advice and building long term client relationships.
Senior Mortgage & Protection Adviser in Farnham employer: Profiles Personnel
Join a dynamic and supportive team as a Senior Mortgage & Protection Adviser, where your expertise is valued and your career can flourish. With a strong emphasis on professional development, you will have the opportunity to mentor junior advisers while enjoying a flexible work culture that prioritises client relationships and industry knowledge. Located in a vibrant area, our company offers competitive salaries and uncapped earnings potential, making it an excellent choice for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Mortgage & Protection Adviser in Farnham
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Profiles Personnel. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Mortgage & Protection Adviser in Farnham
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Profiles Personnel.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Profiles Personnel's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Profiles Personnel
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Profiles Personnel.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Profiles Personnel will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Profiles Personnel employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
