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- Tasks: Help clients navigate mortgage options and provide protection advice.
- Company: Join a national Financial Planning firm with a strong reputation.
- Benefits: Enjoy warm leads, business support, and flexible work arrangements.
- Why this job: Build long-term client relationships in a supportive environment with high earning potential.
- Qualifications: Professional, organized, and driven individuals with a passion for client service.
- Other info: Immediate access to a portfolio of 6,000 clients, no cold calling required.
The predicted salary is between 24000 - 42000 £ per year.
Job Title: Mortgage Adviser Location: Perth,Scotland Salary: £30,000 plus bonus Job Reference: 9238 Job Description: Recruit UK is working on an excellent opportunity for a Mortgage and Protection Adviser in Scotland, to join a national Financial Planning firm on an employed basis. Our client is seeking a professional, organised, and driven Mortgage and Protection Adviser to join their team. This is a fantastic opportunity for those who excel in protection advice, as 70% of earnings will be generated from this area. They are looking for individuals who bring gravitas to their work, not just salesmanship, and who are committed to building long-term client relationships. Why work for our client? Established Client Base – immediate access to a portfolio of 6,000 clients, with 450 clients assigned to you. Warm Leads – benefit from hot, pre-qualified leads. You don’t have to pay away for the leads received. In short – no cold calling required. Business Support – Run your own business within a business with all the backing of a supportive, positive work environment focused on your wellbeing and success. Strong earning potential – Advisers typically earn £78k with a balanced mix of business from the mortgage database and new leads, with uncapped earning potential. Work Flexibility – …
Mortgage Adviser employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Adviser
✨Tip Number 1
Familiarize yourself with the mortgage and protection market in Scotland. Understanding local trends and regulations will help you stand out as a knowledgeable candidate who can provide valuable insights to clients.
✨Tip Number 2
Network with professionals in the financial planning industry. Attend local events or join online forums to connect with others in the field, which can lead to referrals and recommendations.
✨Tip Number 3
Prepare to discuss your approach to building long-term client relationships. Think of examples from your past experiences where you've successfully nurtured client connections and how that can translate into success in this role.
✨Tip Number 4
Research the company culture of the national Financial Planning firm you're applying to. Understanding their values and mission will help you align your answers during the interview and demonstrate that you're a great fit for their team.
We think you need these skills to ace Mortgage Adviser
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Mortgage Adviser position. Understand the key responsibilities and the skills required, especially the emphasis on protection advice and client relationship building.
Tailor Your CV: Customize your CV to highlight relevant experience in mortgage advising and protection advice. Include specific examples of how you've successfully built long-term client relationships in previous roles.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your commitment to client success. Mention your understanding of the importance of protection advice and how you can contribute to the firm's goals.
Highlight Your Achievements: In both your CV and cover letter, emphasize any quantifiable achievements in your previous roles, such as sales targets met or exceeded, client retention rates, or successful financial plans developed.
How to prepare for a job interview at Recruit UK
✨Show Your Expertise in Protection Advice
Since 70% of your earnings will come from protection advice, be prepared to discuss your experience and knowledge in this area. Highlight any relevant qualifications or past successes that demonstrate your ability to provide valuable protection advice to clients.
✨Demonstrate Relationship-Building Skills
The company values long-term client relationships, so be ready to share examples of how you've successfully built and maintained relationships in previous roles. Discuss your approach to understanding client needs and providing tailored solutions.
✨Emphasize Your Organisational Skills
As a Mortgage Adviser, being organised is crucial. Prepare to talk about your methods for managing client portfolios and leads effectively. Mention any tools or systems you use to stay on top of your workload and ensure client satisfaction.
✨Express Your Drive and Professionalism
The ideal candidate should bring gravitas to their work. Convey your passion for the industry and your commitment to professional development. Share any relevant training or certifications that showcase your dedication to being the best adviser you can be.
