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- Tasks: Help clients navigate mortgages and protection products while working flexibly from home.
- Company: Join Mortgage Theory Ltd, a top-rated and reputable mortgage advisory firm in North London.
- Benefits: Enjoy uncapped income potential, flexible working, and ongoing training support.
- Why this job: Be part of a professional team that values honesty and client satisfaction, making a real impact.
- Qualifications: Must have CeMAP or relevant qualification and 2-3 years of mortgage advice experience.
- Other info: Leads provided, with a competitive revenue share and a focus on personal development.
The predicted salary is between 42000 - 70000 £ per year.
One of our highly successful and leading businesses, Mortgage Theory Ltd are currently seeking a Mortgage & Protection Adviser to join their team on a self-employed basis. The company recognise the importance of flexible working providing their staff the option to work from home. The company takes great pride in their honest and professional approach to services they provide to customers and have been awarded VouchedFor Top Rated Advice Firm 2022 & 2024, they have also been awarding Most Reputable Mortgage Adviser - North London 2023 and North London’s Mortgage & Protection Advisory Firm of the Year 2024.
Skills:
- CeMAP or relevant Mortgage Qualification
- A positive attitude and excellent team communication
- Client-orientated with high customer service skills and communication
- The ability to explain complex information clearly and simply
- Minimum 2-3 years experience of delivering Mortgage & Protection advice
- Most of our advisers deliver advice remotely throughout the UK
- The ability to work from home/own office
- Exceptional organisation skills
Benefits:
- Uncapped income potential, with expected income £50,000+ pa. dependent on performance
- Working with a well-established, professional, forward-looking company
- 100% Flexible Working – work from home/own office
- Ongoing business development support and training
- Some leads supplied – Client bank required
- Competitive revenue share
Your duties will usually include:
- Meeting performance targets
- Ability to prospect and organise meetings
- Fact-find effectively to establish the client’s current finances and future aspirations.
- Provide high quality professional mortgage advice and explain different types of mortgages available
- Explain required insurance and protection products so that clients can make informed choices.
- Communicate effectively at all levels
- Ensure all regulatory documentation completed within the required timescale
- Keep up to date with new mortgage and protection products and changes in mortgage regulation
- Maintain generic knowledge of the Financial Services industry and knowledge that is deemed necessary
- Embrace company values and promote them effectively alongside the brand.
Key Words: Interpersonal Skills, Mortgage Planning, Protection, Client Orientation, Financial Goals & Opportunities, Business, Helping Clients, Customer Relations, Ambitious, Friendly, CeMap
Mortgage Advisor employer: Quilter Financial Planning
Contact Detail:
Quilter Financial Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Advisor
✨Tip Number 1
Network with other professionals in the mortgage and financial services industry. Attend local events or join online forums to connect with potential colleagues and clients, which can help you gain insights and referrals.
✨Tip Number 2
Familiarise yourself with the latest mortgage products and regulations. Staying updated will not only boost your confidence but also demonstrate your commitment to providing high-quality advice to clients.
✨Tip Number 3
Practice your communication skills by explaining complex mortgage concepts to friends or family. This will help you refine your ability to convey information clearly and simply, which is crucial for client interactions.
✨Tip Number 4
Consider creating a personal brand online, such as a professional LinkedIn profile. Share valuable content related to mortgages and protection advice to establish yourself as a knowledgeable resource in the field.
We think you need these skills to ace Mortgage Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in mortgage advice and client relations. Emphasise your CeMAP qualification and any specific achievements that demonstrate your ability to meet performance targets.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping clients achieve their financial goals. Mention your positive attitude, communication skills, and how you align with the company's values of honesty and professionalism.
Showcase Your Experience: In your application, provide specific examples of how you've successfully delivered mortgage and protection advice in the past. Highlight your ability to explain complex information clearly and your experience in maintaining client relationships.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the mortgage advisory field.
How to prepare for a job interview at Quilter Financial Planning
✨Showcase Your Qualifications
Make sure to highlight your CeMAP or any relevant mortgage qualifications during the interview. This is crucial as it demonstrates your expertise and commitment to the field, which is something Mortgage Theory Ltd values highly.
✨Demonstrate Client-Centric Skills
Prepare examples of how you've provided exceptional customer service in previous roles. Since the company prides itself on a client-oriented approach, showcasing your ability to communicate complex information clearly will set you apart.
✨Emphasise Flexibility and Organisation
Discuss your experience with remote working and how you manage your time effectively. Given that most advisers work from home, demonstrating your organisational skills and ability to meet performance targets will be key.
✨Stay Updated on Industry Trends
Familiarise yourself with the latest mortgage products and regulatory changes. Showing that you are proactive about keeping up-to-date with the financial services industry will reflect your dedication and professionalism.
