Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Help clients with mortgage advice and build lasting relationships.
- Company: Join a dynamic team at Radiant, based in Newcastle.
- Benefits: Enjoy 28 days holiday, early finishes, and a competitive bonus scheme.
- Why this job: Make a real impact on clients' lives while growing your career.
- Qualifications: Experience in mortgage advice and CAS status required.
- Other info: Access to the Radiant Academy for personal and professional development.
The predicted salary is between 36000 - 60000 £ per year.
We are looking for a Mortgage and Protection Advisor to join our growing team working out of our Newcastle office. You will identify and provide mortgage advice to clients, and maintain relationships with those clients in order to achieve their goals and aspirations for their mortgage needs.
Key Accountabilities Include:
- Identifying and engaging suitable clients, in part through developing a network of connections leading to client recruitment.
- Proactively provide on-going advice to clients (both self-sourced and those provided by internal and external Business Partnering) taking account of the regulatory and legislative environment.
- Working in a team with the support staff, ensuring client needs and circumstances are executed in a timely manner and follow Radiant process standards.
- On an on-going basis identify and develop new opportunities with existing clients to ensure that all their needs are met, along with spotting opportunities for any client referrals to other areas of the business.
- Responsible for maintaining competence and keeping up to date on legislation as an advisor through qualifications, attendance at conferences and training in both mortgage and protection specialisms.
Person Specification
Experience:
- Experience of working within a whole of market environment.
- Proven mortgage and protection advice experience.
- Must have CAS status.
Required Qualifications:
- CeMAP
- Lifetime Mortgage Qualification (CeRER) desirable.
Skills / Personal Attributes:
- Honesty and integrity.
- Sound technical advising knowledge to current legislative, industry, products and corporate standards.
- Sound problem solving skills, taking a client focused approach.
- Highly motivated, especially with regards to personal and professional development.
- Methodological approach to work.
What’s in it for you?
- 28 days holiday, plus bank holidays.
- 2:15pm early finish on Fridays.
- Birthday day off.
- Income protection for up to 5 years.
- MediCash online discounts and cashback plus 24-hour access to a GP.
- 4x salary death in service.
- 5% matched pension contributions.
- Access to the Radiant Academy (to support future career aspirations).
- Competitive bonus scheme.
Mortgage and Protection Advisor employer: Radiant Financial
Contact Detail:
Radiant Financial Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage and Protection Advisor
✨Tip Number 1
Network, network, network! Start building connections within the mortgage and protection industry. Attend local events, join relevant online forums, and engage with professionals on platforms like LinkedIn. This will not only help you learn more about the field but also increase your chances of being referred to potential clients.
✨Tip Number 2
Stay updated on industry regulations and trends. Subscribe to newsletters or follow industry leaders on social media to keep your knowledge fresh. This will not only enhance your expertise but also demonstrate your commitment to professional development during interviews.
✨Tip Number 3
Consider shadowing a current Mortgage and Protection Advisor. This hands-on experience can provide valuable insights into the day-to-day responsibilities and challenges of the role, helping you to better prepare for interviews and discussions with potential employers.
✨Tip Number 4
Prepare to discuss your client management strategies. Think about how you would approach building and maintaining relationships with clients. Being able to articulate your methods for ensuring client satisfaction and retention will set you apart from other candidates.
We think you need these skills to ace Mortgage and Protection Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in mortgage and protection advice. Include specific examples of how you've successfully engaged clients and provided tailored solutions to meet their needs.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your CAS status and any relevant qualifications like CeMAP or CeRER, and explain how your skills align with the key accountabilities outlined in the job description.
Showcase Your Client Engagement Skills: In your application, emphasise your ability to develop networks and maintain client relationships. Provide examples of how you've identified opportunities for referrals and met client needs in previous roles.
Highlight Continuous Professional Development: Mention any recent training, conferences, or qualifications you've pursued to stay updated on legislation and industry standards. This shows your commitment to personal and professional growth, which is important for this role.
How to prepare for a job interview at Radiant Financial
✨Know Your Mortgage Products
Make sure you have a solid understanding of various mortgage products and protection plans. Be prepared to discuss how these can meet different client needs, as this will demonstrate your expertise and ability to provide tailored advice.
✨Showcase Your Client Engagement Skills
During the interview, highlight your experience in building and maintaining client relationships. Share specific examples of how you've successfully engaged clients and helped them achieve their mortgage goals, as this is crucial for the role.
✨Stay Updated on Legislation
Familiarise yourself with the latest regulations and legislative changes in the mortgage industry. Being able to discuss recent developments will show that you are proactive and committed to maintaining your competence as an advisor.
✨Demonstrate Problem-Solving Abilities
Prepare to discuss scenarios where you've had to solve complex problems for clients. Highlight your client-focused approach and how you navigated challenges to find effective solutions, as this will resonate well with the interviewers.
