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- Tasks: Help clients with insurance and mortgage advice while managing relationships.
- Company: Join Secure Mortgages & Protection, a partner of deVere, a leading global advisory firm.
- Benefits: Enjoy a high-earning pay structure, remote consulting, and comprehensive training.
- Why this job: Maximise your income with uncapped earnings and world-class incentives in a supportive environment.
- Qualifications: Experience as an Insurance Protection & Mortgage Advisor is essential.
- Other info: Full-time role with structured career progression and weekly pay.
The predicted salary is between 36000 - 60000 £ per year.
If you are an experienced Insurance Protection & Mortgage Advisor seeking to maximise your income and skillset whilst ensuring you have a global support and training platform; together with industry-leading products and services, then we want to speak with you.
Secure Mortgages and Protection (SMP) are a strategic partner of deVere, the world's largest international advisory and independent investment banking company. We are uniquely placed to offer contactless and remote consulting for our clients to enjoy associated benefits such as our comprehensive range of products, many of which are exclusive to our clients, due to our relationships with the UK's leading financial institutions.
About the Role
What do we offer?
- Generous and high-earning pay structure on all products
- Full back-office Administration and Support
- Compliance
- World-class knowledge and training platform
- CRM
- Full product training
- A weekly pay-run and a structured, defined career progression with uncapped earning capacity and world class company performance incentives.
Responsibilities
- Manage client relationships and provide expert advice on insurance protection and mortgage services
- Utilize the CRM system for tracking and managing client interactions
- Participate in ongoing training and development programs
- Ensure compliance with industry regulations and company policies
Seniority level: Associate
Employment type: Full-time
Job function: Finance, Sales, and Business Development
Industries: Financial Services, Investment Banking, and Investment Management
Mortgage & Protection Advisor employer: Secure Mortgages & Protection
Contact Detail:
Secure Mortgages & Protection Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage & Protection Advisor
✨Tip Number 1
Familiarise yourself with the latest trends in the mortgage and protection industry. Understanding current market conditions and regulatory changes will not only boost your confidence but also demonstrate your expertise during conversations with potential employers.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work in mortgage and insurance. Attend industry events or join relevant online forums to connect with others and gain insights that could give you an edge in your application.
✨Tip Number 3
Prepare to discuss your previous client management experiences in detail. Be ready to share specific examples of how you've successfully built relationships and provided expert advice, as this is crucial for the role of a Mortgage & Protection Advisor.
✨Tip Number 4
Showcase your adaptability and willingness to learn about new products and services. Since the role involves utilising a CRM system and ongoing training, emphasising your ability to quickly grasp new concepts will make you a more attractive candidate.
We think you need these skills to ace Mortgage & Protection Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as an Insurance Protection & Mortgage Advisor. Focus on relevant skills, achievements, and any specific training that aligns with the role at Secure Mortgages & Protection.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the financial services industry. Mention why you are interested in working with Secure Mortgages & Protection and how your background makes you a perfect fit for their team.
Highlight Compliance Knowledge: Since compliance is crucial in this role, emphasise your understanding of industry regulations and any previous experience ensuring compliance in your past roles. This will demonstrate your capability to adhere to company policies.
Showcase Client Relationship Management Skills: In your application, provide examples of how you've successfully managed client relationships in the past. Use specific metrics or outcomes to illustrate your effectiveness in providing expert advice and support.
How to prepare for a job interview at Secure Mortgages & Protection
✨Know Your Products
Familiarise yourself with the range of mortgage and protection products offered by Secure Mortgages & Protection. Being able to discuss these in detail will demonstrate your expertise and show that you're prepared for the role.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight your ability to provide tailored advice and maintain strong connections, as this is crucial for the role.
✨Understand Compliance Requirements
Brush up on industry regulations and compliance standards relevant to mortgage and insurance services. Showing that you are knowledgeable about these aspects will reassure the interviewers of your professionalism.
✨Demonstrate Your Commitment to Continuous Learning
Discuss your willingness to engage in ongoing training and development. Mention any relevant courses or certifications you've completed, as this aligns with the company's emphasis on a world-class knowledge and training platform.
