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- Tasks: Join our team as a Mortgage & Protection Adviser, delivering expert advice remotely.
- Company: Mortgage Theory Ltd is a top-rated, reputable mortgage adviser recognized for its professional services.
- Benefits: Enjoy uncapped income potential, flexible working from home, and ongoing support and training.
- Why this job: Be part of a successful team with a strong reputation and a commitment to customer service.
- Qualifications: Must have CeMAP or relevant qualification and at least 2 years of mortgage advice experience.
- Other info: This is a self-employed role with the freedom to work from your own office.
The predicted salary is between 36000 - 60000 £ 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
Familiarize yourself with the latest mortgage products and market trends. This knowledge will not only help you in interviews but also demonstrate your commitment to staying informed in a rapidly changing industry.
✨Tip Number 2
Network with other mortgage professionals and join relevant online forums or groups. Building connections can lead to valuable insights and potential referrals, which are crucial in this client-oriented role.
✨Tip Number 3
Prepare to discuss your previous experiences in delivering mortgage advice. Be ready to share specific examples of how you've successfully helped clients navigate complex information and achieve their financial goals.
✨Tip Number 4
Highlight your organizational skills during discussions. As a Mortgage Advisor, managing multiple clients and their needs is essential, so be prepared to explain how you prioritize tasks and maintain excellent service.
We think you need these skills to ace Mortgage Advisor
Some tips for your application 🫡
Highlight Relevant Qualifications: Make sure to emphasize your CeMAP or any relevant mortgage qualifications in your application. This is crucial for demonstrating your expertise in the field.
Showcase Customer Service Skills: Since the role requires high customer service skills, provide specific examples of how you've successfully assisted clients in the past. This will help illustrate your client-oriented approach.
Demonstrate Communication Abilities: Given the need to explain complex information clearly, include instances where you've effectively communicated intricate details to clients or team members. This will showcase your ability to simplify complex topics.
Express Flexibility and Organization: Mention your experience with remote work and your exceptional organizational skills. Highlighting your ability to manage your time and tasks effectively while working from home will align well with the company's flexible working model.
How to prepare for a job interview at Quilter Financial Planning
✨Showcase Your Qualifications
Make sure to highlight your CeMAP or relevant mortgage qualifications during the interview. This is crucial as it demonstrates your expertise and commitment to the field.
✨Emphasize Client-Centric Approach
Discuss your experience in providing high-quality customer service and how you prioritize client needs. Share specific examples of how you've successfully communicated complex information to clients in a clear and simple manner.
✨Demonstrate Flexibility and Remote Work Skills
Since the role allows for remote work, be prepared to discuss your experience with working from home or in a self-employed capacity. Highlight your organizational skills and how you manage your time effectively in a flexible work environment.
✨Prepare for Scenario-Based Questions
Anticipate questions that may involve real-life scenarios related to mortgage advice. Practice articulating your thought process and decision-making skills in these situations to showcase your problem-solving abilities.
