At a Glance
- Tasks: Guide clients through mortgage solutions and protection needs with tailored advice.
- Company: Established independent mortgage and protection brokerage with a strong local reputation.
- Benefits: Competitive salary, generous commission, ongoing training, and supportive team environment.
- Other info: Full-time office-based role with opportunities for self-employment if desired.
- Why this job: Inherit an existing client base and make a real impact in people's financial lives.
- Qualifications: Must be CeMAP qualified with strong communication and relationship-building skills.
The predicted salary is between 27000 - 70000 £ per year.
My client is a very well established independent mortgage and protection brokerage based in a market town just west of Norwich. They are currently looking to recruit an experienced and CeMAP qualified Mortgage and Protection Adviser to join their team of professionals. This opportunity has arisen due to the retirement of a long-standing staff member and offers the right candidate the chance to take over an existing book of clients and repeat business.
The successful candidate will guide clients from initial consultation through to completion, assessing affordability, recommending suitable mortgage solutions from a whole of market panel of lenders, and delivering clear and compliant advice. You will also identify protection needs to ensure clients and their families are fully protected.
A strong focus on customer service, compliance, and positive client outcomes is essential. My client is a reputable local firm with an excellent reputation.
Key Responsibilities:
- You will meet with clients to understand their financial circumstances, goals, and mortgage needs.
- You will provide clear, tailored advice on mortgage products, interest rates, and repayment options.
- You will conduct affordability assessments in line with regulatory requirements.
- You will liaise with lenders, solicitors, and other stakeholders to progress applications.
- You will keep yourself up to date with mortgage market trends, products, and compliance regulations.
- You will maintain accurate records and ensure all advice meets FCA guidelines.
- You will build and maintain strong client relationships to encourage repeat business and referrals.
- You will work closely with colleagues in a collaborative, office-based environment.
Key Requirements:
- You must be CeMAP (Certificate in Mortgage Advice and Practice) qualified or hold an equivalent qualification.
- Strong communication, negotiation, and interpersonal skills.
- High attention to detail with the ability to work under pressure.
- Sound knowledge of FCA regulations and mortgage industry best practice.
- A proactive, self-driven approach.
- Proven track record of building and maintaining long-term client relationships.
Benefits:
- Competitive basic salary plus commission.
- Ongoing professional development and training.
- Supportive and collaborative team environment.
- Access to one of the largest networks in the industry (mortgages and protection).
- Established client portfolio and warm leads.
This role is a full-time office-based, permanent position. Pay: £27,000.00-£70,000.00 per year. If you may be seeking a self-employed position, my client can also offer this on preferential terms, but please be assured an employed role is available should this be your preference.
Mortgage and Protection Adviser in Wymondham employer: Service Service Employment Agency Limited
Join a reputable independent mortgage and protection brokerage located just west of Norwich, where you will benefit from a supportive and collaborative team environment. With a competitive salary and generous commission structure, along with ongoing professional development opportunities, this role allows you to inherit an established client portfolio, ensuring you can make an immediate impact while enjoying a fulfilling career in the financial services sector.
Contact Details:
Service Service Employment Agency Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage and Protection Adviser in Wymondham
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Service Service Employment Agency Limited. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Mortgage and Protection Adviser in Wymondham
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Service Service Employment Agency Limited.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Service Service Employment Agency Limited's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Service Service Employment Agency Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Service Service Employment Agency Limited.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Service Service Employment Agency Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Service Service Employment Agency Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
