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- Tasks: Help clients with mortgage advice and build strong relationships with introducers.
- Company: St Barts Finance offers accessible financial advice with a focus on customer service since 2009.
- Benefits: Enjoy trusted leads, no monthly costs, and autonomy over your schedule with great tech support.
- Other info: Self-employed role with weekly presence required at Bridport and Weymouth branches.
- Why this job: Join a collaborative team, grow your business, and be part of a supportive community-focused company.
- Qualifications: Must have CeMAP or CII Certificate and 12 months experience in mortgage advice.
The predicted salary is between 36000 - 60000 £ per year.
St Barts Finance was established in 2009 with the goal of enabling people to have easy access to face-to-face financial advice, at a time and place that was convenient, with customer service at the forefront of everything they stood for. To achieve this, they have branches on the high street, have become part of The Openwork Partnership and now partner with Yorkshire Building Society. St Barts provides a fantastic platform for its advisers, with market leading technology, trusted leads, support with ongoing development and the opportunity to have your say in the direction and running of the business.
This is a self-employed opportunity with the requirement to have weekly presence in the introducers Bridport and Weymouth branches.
As a Mortgage Advisor with St Barts, you will be part of a collaborative team of mortgage specialists who put people first. Working closely with a trusted introducer you will grow your business with support and mentoring from the firm's experienced and well-qualified CEO. This is a great opportunity for someone who is driven to utilise opportunities they are presented with to grow a thriving business.
The benefits for a Mortgage Advisor include:
- Trusted leads from a reliable source.
- Access to client bank with missed opportunities.
- No monthly costs.
- Rapid and reliable commission payments.
- Autonomy over your diary with no micromanagement.
- Access to pre-approved marketing material.
- Laptop and mobile phones provided, as well as access to fully equipped office spaces.
Your responsibilities as a Mortgage Advisor will include:
- Providing advice and recommendation across mortgage and protection products.
- Growing your reach and generating enquiries.
- Working closely with introducer to build out relationships, requiring a weekly presence in the introducers Bridport and Weymouth branches.
- Staying up to date with industry knowledge.
What you will need to succeed as a Mortgage Advisor:
- CeMAP or CII Certificate in Mortgage Advice qualified is a must.
- 12 months experience of providing advice on Mortgage and Protection products.
- Passion for customer service.
St Barts is part of The Openwork Partnership, one of the UK's largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees, creating a democratic environment. It boasts a broad proposition with deep ties to providers and has serious resources at its disposal. It prioritises the development of its colleagues, advisers and firm support staff with its very own Business School. The Openwork Foundation, which has donated over £22m to UK registered charities since it was founded, offers a great opportunity for everyone to get involved and give back to the community it serves.
Mortgage Advisor employer: St Barts Finance Ltd
Contact Detail:
St Barts Finance Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Advisor
✨Tip Number 1
Network with current Mortgage Advisors and industry professionals. Attend local finance events or workshops to build relationships and gain insights into the role at St Barts Finance.
✨Tip Number 2
Familiarise yourself with St Barts Finance's values and customer service approach. Demonstrating your understanding of their mission during interviews can set you apart from other candidates.
✨Tip Number 3
Prepare to discuss your experience in providing mortgage advice and how you've successfully built client relationships in the past. Be ready to share specific examples that highlight your skills.
✨Tip Number 4
Show enthusiasm for the self-employed aspect of the role. Highlight your ability to manage your own diary and work independently, as well as your commitment to being present at the Bridport and Weymouth branches.
We think you need these skills to ace Mortgage Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in mortgage advice and customer service. Emphasise your CeMAP or CII qualifications and any specific achievements in previous roles that demonstrate your ability to grow a business.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for customer service and your understanding of the mortgage industry. Mention how you can contribute to St Barts Finance's mission of providing accessible financial advice.
Highlight Your Experience: In your application, clearly outline your 12 months of experience in providing mortgage and protection advice. Use specific examples to illustrate how you've successfully built relationships and generated enquiries in past roles.
Show Enthusiasm for Collaboration: Express your eagerness to work closely with introducers and be part of a collaborative team. Highlight any previous experiences where teamwork led to successful outcomes, as this aligns with the company's values.
How to prepare for a job interview at St Barts Finance Ltd
✨Know Your Products
Make sure you have a solid understanding of the mortgage and protection products you'll be advising on. Familiarise yourself with the latest industry trends and regulations, as this will demonstrate your expertise and commitment to providing excellent customer service.
✨Showcase Your Customer Service Skills
St Barts places a strong emphasis on customer service, so be prepared to discuss your previous experiences in this area. Share specific examples of how you've gone above and beyond for clients, and how you plan to maintain that high standard in your role as a Mortgage Advisor.
✨Build Rapport with the Interviewers
During the interview, focus on building a connection with your interviewers. Show genuine interest in their experiences at St Barts and ask insightful questions about the company culture and team dynamics. This will help you stand out as a personable candidate who values collaboration.
✨Demonstrate Your Drive and Ambition
As this role involves growing your own business, it's important to convey your ambition and drive. Discuss your strategies for generating enquiries and building relationships with introducers, and highlight any past successes in similar roles to showcase your potential.