At a Glance
- Tasks: Provide tailored mortgage and protection advice while building strong client relationships.
- Company: Supportive financial services firm with a focus on career development.
- Benefits: High-quality leads, compliance support, and flexible remote work options.
- Other info: Dynamic hybrid role with excellent potential for personal and professional growth.
- Why this job: Kickstart your career in a caring environment with structured training and growth opportunities.
- Qualifications: CeMAP or similar qualification preferred; experience in financial services is a bonus.
The predicted salary is between 30000 - 40000 £ per year.
You can be an experienced or newly qualified Adviser. Ideal for an existing Mortgage Adviser from an Estate Agency, Banking or Mortgage Brokerage background with a proven track record of advising clients. Equally for a newly qualified Adviser looking to start their career in a caring and supportive environment - we can guide and help with a structured training program.
This is a full-time hybrid role based in Taunton, with the flexibility to work remotely for part / all of the time. As a Mortgage and Protection Adviser, you will be responsible for providing tailored mortgage and protection advice to clients, conducting market research to identify suitable financial products and processing applications efficiently. Key responsibilities include liaising with lenders and providers, and maintaining up-to-date knowledge of mortgage products and regulations. Building strong client relationships and ensuring exceptional client service are integral aspects of this role.
Requirements
- CeMAP or similar CII industry-recognised qualification required
- Previous experience in financial services is a plus but not essential
- The ability to follow a compliance sales process
- Excellent sales skills and an understanding of the mortgage market
- Strong understanding of Mortgage Lenders & Insurance Providers procedures
- Excellent social and communication skills
- Ability to build and maintain trust with clients and lenders
- Ability to work independently and adapt to both in-office and remote working environments
Benefits
- A supply of high-quality leads if required
- No monthly fees or charges
- Compliance support
- Flexibility to work remotely if required
- Assistance with further training via our Business School
Call or email for more details or an informal initial discussion.
Mortgage and Protection Adviser in Taunton employer: Quantock Financial Services Ltd
Join a dynamic team as a Mortgage and Protection Adviser in Taunton, where we prioritise your growth and success. With a supportive work culture that offers a structured training programme for both experienced and newly qualified advisers, you will benefit from high-quality leads, compliance support, and the flexibility of hybrid working. Our commitment to exceptional client service and strong relationships ensures a rewarding career path in the financial services sector.
Contact Details:
Quantock Financial Services Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage and Protection Adviser in Taunton
✨Tip Number 1
Network like a pro! Reach out to your contacts in the mortgage and financial services industry. Attend local events or webinars to meet potential employers and other advisers. Remember, it’s all about who you know!
✨Tip Number 2
Show off your skills! Prepare a short presentation or pitch about your experience and what you can bring to the table as a Mortgage and Protection Adviser. This will help you stand out during interviews and informal chats.
✨Tip Number 3
Stay updated on market trends! Keep an eye on the latest mortgage products and regulations. This knowledge will not only impress potential employers but also help you provide better advice to clients.
✨Tip Number 4
Apply through our website! We’ve got a structured training programme that’s perfect for both experienced and newly qualified Advisers. Don’t miss out on the chance to join a supportive team that values your growth!
We think you need these skills to ace Mortgage and Protection Adviser in Taunton
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in financial services, even if it's just a bit. We want to see how your skills align with the role of a Mortgage and Protection Adviser, so don’t be shy about showcasing your relevant achievements!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about helping clients with their mortgage needs. We love seeing genuine enthusiasm, so let your personality come through while keeping it professional.
Showcase Your Communication Skills:As a Mortgage and Protection Adviser, strong communication is key. In your application, highlight any experiences where you've successfully built relationships or communicated complex information clearly. We want to know you can connect with clients!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you get the attention you deserve. Plus, it’s super easy – just a few clicks and you’re on your way!
How to prepare for a job interview at Quantock Financial Services Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of mortgage products and regulations. Familiarise yourself with the latest trends in the market, as well as the specific offerings of the company you're interviewing with. This will show that you're proactive and genuinely interested in the role.
✨Build Rapport
During the interview, focus on building a connection with your interviewer. Use your excellent social skills to engage them in conversation. Ask questions about their experiences and share relevant anecdotes from your own background to create a friendly atmosphere.
✨Demonstrate Compliance Awareness
Since following a compliance sales process is crucial for this role, be prepared to discuss how you've adhered to compliance in previous positions or how you would approach it in this new role. Highlight any relevant training or qualifications, like CeMAP, to reinforce your commitment to compliance.
✨Show Flexibility and Independence
As this role offers hybrid working, emphasise your ability to work independently and adapt to different environments. Share examples of how you've successfully managed your time and tasks while working remotely, showcasing your self-motivation and organisational skills.
