Mortgage and Protection Adviser in Chelmsford
Mortgage and Protection Adviser

Mortgage and Protection Adviser in Chelmsford

Chelmsford Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Provide expert mortgage and protection advice while building strong client relationships.
  • Company: Dynamic financial services firm in Chelmsford, Essex.
  • Benefits: Generous commission scheme, dedicated training, and bespoke marketing support.
  • Why this job: Make a real difference in clients' lives while advancing your career.
  • Qualifications: Must hold CeMAP qualification and have experience in mortgage advising.
  • Other info: Engaging work environment with opportunities for growth and development.

The predicted salary is between 36000 - 60000 £ per year.

Mortgage and Protection Adviser – Chelmsford Essex

To be considered for this role, you must hold CeMAP qualification or equivalent.

What’s on offer to you as a Mortgage and Protection Adviser?

  • Generous commission scheme
  • Leads provided
  • Additional referral income
  • Bespoke digital marketing package
  • Dedicated training and coaching to support your ongoing development and progression
  • A chance to build on your career

What do you need to be good at?

  • Engaging with people from all walks of life. You’re able to hold conversations to establish their needs and wants.
  • You communicate effectively through email, phone, face to face and on videos for our social channels.
  • Maintaining relationships through regular contact with vendors, buyers and developers to capitalise on all opportunities whilst ensuring a high level of customer service and engagement is sustained.
  • Collaborating with your peers within your office/wider network to build relationships to assist in identifying opportunities for referrals.

Your responsibilities as a Mortgage and Protection Adviser:

  • Provide expert Mortgage and Protection advice to clients.
  • Assess clients' financial situations and recommend suitable protection products.
  • Build and maintain relationships with clients and lenders.
  • Stay updated on industry trends and regulations.
  • Deliver exceptional customer service throughout the process.

The finer details:

  • It is essential that you currently hold CeMAP qualification, or an industry equivalent qualification.
  • Experience of Mortgage and Protection Advising is essential.
  • We are currently conducting some interviews using video software.
  • To be eligible to proceed in our recruitment process, you will need: Legal entitlement to live and work in the UK (in accordance with the Immigration Asylum and Nationality Act 2006).
  • We’ll need evidence of your right to work in the UK, in the form of: Passport/Birth Certificate.
  • We will also need Proof of Address.
  • National Insurance.
  • Full UK Driving Licence.
  • * Subject to passing probationary period.

Mortgage and Protection Adviser in Chelmsford employer: Spicerhaart

As a Mortgage and Protection Adviser in Chelmsford, you will thrive in a supportive environment that prioritises your professional growth with dedicated training and coaching. Our generous commission scheme, along with leads provided and a bespoke digital marketing package, ensures you have the tools to succeed while enjoying a collaborative work culture that values strong relationships and exceptional customer service.
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Contact Detail:

Spicerhaart Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage and Protection Adviser in Chelmsford

✨Tip Number 1

Get comfy with video interviews! Since we’re using video software for interviews, practice makes perfect. Set up a mock interview with a mate to nail your tech setup and get feedback on your delivery.

✨Tip Number 2

Show off your people skills! As a Mortgage and Protection Adviser, you’ll need to engage with clients from all walks of life. Prepare some examples of how you’ve built relationships in the past to share during your interview.

✨Tip Number 3

Stay updated on industry trends! Brush up on the latest mortgage and protection news before your interview. It shows you’re proactive and genuinely interested in the field, which we love to see!

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it gives us a chance to see your enthusiasm for joining our team right from the start.

We think you need these skills to ace Mortgage and Protection Adviser in Chelmsford

CeMAP qualification or equivalent
Mortgage and Protection Advising experience
Effective Communication Skills
Customer Service Skills
Relationship Management
Financial Assessment
Industry Knowledge
Collaboration Skills
Digital Marketing Understanding
Adaptability to Technology
Video Communication Proficiency

Some tips for your application 🫡

Show Off Your CeMAP Qualification: Make sure to highlight your CeMAP qualification or any equivalent in your application. We want to see that you meet the essential criteria right from the start!

Tailor Your Application: Don’t just send a generic application! We love it when candidates personalise their applications to reflect how their skills and experiences align with the role of Mortgage and Protection Adviser.

Demonstrate Your People Skills: Since this role is all about engaging with clients, make sure to showcase your communication skills. Whether it's through email or video, let us know how you connect with people from all walks of life.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!

How to prepare for a job interview at Spicerhaart

✨Know Your Stuff

Make sure you brush up on your Mortgage and Protection knowledge. Understand the latest trends, regulations, and products in the industry. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.

✨Practice Makes Perfect

Rehearse common interview questions related to client engagement and relationship building. Think about how you would assess a client's financial situation and recommend suitable products. Practising with a friend or in front of a mirror can really help you articulate your thoughts clearly.

✨Showcase Your Communication Skills

Since this role involves engaging with clients through various channels, be prepared to demonstrate your communication skills. You might be asked to role-play a client interaction, so think about how you can effectively establish rapport and understand their needs.

✨Be Ready for Video Interviews

As interviews may be conducted via video software, ensure you’re comfortable with the technology. Test your equipment beforehand, choose a quiet location, and dress professionally. Remember, first impressions count, even on screen!

Mortgage and Protection Adviser in Chelmsford
Spicerhaart
Location: Chelmsford
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  • Mortgage and Protection Adviser in Chelmsford

    Chelmsford
    Full-Time
    36000 - 60000 £ / year (est.)
  • S

    Spicerhaart

    100-250
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