Mortgage and Protection Advisor
Mortgage and Protection Advisor

Mortgage and Protection Advisor

Ipswich Full-Time 32000 - 64000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Help clients navigate mortgages and protection with expert advice and support.
  • Company: Join a leading estate agency brand known for its dynamic team and strong reputation.
  • Benefits: Enjoy uncapped commission, quality training, and all-expense paid trips for top achievers.
  • Why this job: Be part of a supportive environment that invests in your growth and success.
  • Qualifications: Must have Full CeMAP or equivalent, strong communication skills, and a driving licence.
  • Other info: Open to all qualified individuals; diversity is celebrated here.

The predicted salary is between 32000 - 64000 £ per year.

Location: Ipswich

On Target Earnings: £40,000 - £80,000

Our client, a leading and well-established estate agency brand, is currently seeking a Mortgage and Protection Advisor to join their dynamic team in Ipswich. We’re looking for a driven and customer-focused professional who can enhance the homebuying experience through expert mortgage advice. If you’re adaptable, self-motivated, and thrive in a fast-paced, target-driven environment, this opportunity is for you.

What’s on offer:

  • Competitive salary up to £35,000 basic DOE, OTE £40k - £80k
  • Uncapped commission structure
  • High-quality leads generated from an established estate agency network
  • Superb training and development programme
  • Transparent and fair progression structure
  • Quality and loyalty bonuses
  • Group discounts on property-related services
  • Support from an experienced management team and central admin functions
  • Access to agile IT tools to help you succeed
  • Supportive, encouraging and rewarding work environment – our client invests in you
  • All-expense paid trips for top achievers

Key responsibilities:

  • Build strong relationships with estate agency colleagues to support and drive mortgage business
  • Attract and convert new business while working to professional and performance targets
  • Provide clear, tailored mortgage and protection advice that supports the full customer journey
  • Attend regular branch meetings and contribute to a collaborative environment

What you’ll need:

  • Full CeMAP or industry-recognised equivalent
  • Proven ability to generate new business in a target-driven environment
  • Outstanding customer care and communication skills
  • Resilient, organised, and detail-oriented
  • IT proficiency (Microsoft Office, email, CRM systems)
  • Full UK driving licence and access to your own vehicle

This is a fantastic opportunity to grow your career with a respected client in the property and financial services sector. Our client is an equal opportunities employer and welcomes applications from all suitably qualified individuals, regardless of background or personal circumstances.

Mortgage and Protection Advisor employer: Rayner Personnel

Join a leading estate agency brand in Ipswich as a Mortgage and Protection Advisor, where you will benefit from a competitive salary, uncapped commission, and high-quality leads. Our supportive work culture prioritises your growth with superb training programmes, transparent progression structures, and rewarding bonuses, all while working in a dynamic team that values collaboration and customer focus.
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Contact Detail:

Rayner Personnel Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage and Protection Advisor

✨Tip Number 1

Network with professionals in the property and financial services sector. Attend local events or join online forums where you can connect with estate agents and other mortgage advisors. Building these relationships can lead to valuable referrals and insights into the job market.

✨Tip Number 2

Familiarise yourself with the latest mortgage products and market trends. This knowledge will not only boost your confidence during interviews but also demonstrate your commitment to providing expert advice, which is crucial for a Mortgage and Protection Advisor role.

✨Tip Number 3

Prepare for role-specific scenarios that may come up during interviews. Think about how you would handle various customer situations or objections, as showcasing your problem-solving skills and customer care approach can set you apart from other candidates.

✨Tip Number 4

Research the company culture of the estate agency you're applying to. Understanding their values and work environment will help you tailor your conversations and show that you're a great fit for their team, making you a more attractive candidate.

We think you need these skills to ace Mortgage and Protection Advisor

Full CeMAP or equivalent qualification
Customer Care Skills
Communication Skills
Business Development Skills
Target-Driven Mindset
Relationship Building
Organisational Skills
Attention to Detail
IT Proficiency (Microsoft Office, CRM systems)
Resilience
Adaptability
Time Management
Problem-Solving Skills
Driving Licence and Vehicle Access

Some tips for your application 🫡

Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of a Mortgage and Protection Advisor. Tailor your application to highlight how your skills and experiences align with these expectations.

Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in mortgage advice or customer service roles. Use specific examples to demonstrate your ability to generate new business and provide outstanding customer care.

Showcase Your Qualifications: Ensure you mention your CeMAP qualification or any equivalent certifications prominently in your application. This is crucial for demonstrating your expertise in the field.

Craft a Compelling Cover Letter: Write a personalised cover letter that reflects your enthusiasm for the role and the company. Discuss why you are a good fit for their team and how you can contribute to enhancing the homebuying experience.

How to prepare for a job interview at Rayner Personnel

✨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 benefit clients, as this will demonstrate your expertise and ability to provide tailored advice.

✨Showcase Your Customer Service Skills

Since the role focuses heavily on customer interaction, be ready to share examples of how you've successfully managed client relationships in the past. Highlight your communication skills and how you ensure a positive experience for customers.

✨Demonstrate Your Target-Driven Mindset

Prepare to discuss your previous experiences in achieving targets. Share specific examples of how you met or exceeded goals, as this will show your potential employer that you thrive in a performance-driven environment.

✨Ask Insightful Questions

At the end of the interview, ask questions that show your interest in the company and the role. Inquire about their training programmes, team dynamics, or how they support new advisors. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.

Mortgage and Protection Advisor
Rayner Personnel
R
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