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For Companies At a Glance
- Tasks: Provide tailored mortgage and protection advice while building strong client relationships.
- Company: Join a family-run financial services firm with over 15 years of trusted experience.
- Benefits: Enjoy flexible working, full admin support, and uncapped earnings potential.
- Why this job: Be part of a supportive team that values trust, honesty, and professional growth.
- Qualifications: Must have a proven track record as a self-employed adviser and relevant qualifications.
- Other info: Opportunities for portfolio expansion and additional referral fees available.
The predicted salary is between 40000 - 56000 £ per year.
Job Description
Job Title: Mortgage & Protection Advisor
Location: Hybrid 3 days in Stockton on Tees
Salary: Uncapped OTE £50-70,000 realistic
Hours: Monday-Friday 9 am-5:30 pm
Benefits:
- Full administrative and compliance support
- Professional meeting rooms for client appointments
- Additional client leads provided
- Friendly, successful, and supportive team environment
- Marketing support to help build your pipeline
- Modern desk, computer, and IT systems provided
- On-site car parking
- Flexible working within a Monday-Friday structure
- Agreed 30-day holiday plus bank holidays in line with existing team structure
- Additional referral fees for estate planning services
About our Client and the role of Mortgage and Protection Advisor:
The business is a well-established, family-run financial services firm with over 15 years of experience, trusted for delivering tailored mortgage, protection, and holistic financial advice. They provide a comprehensive support structure, including full admin and compliance services, allowing advisers to focus on client relationships and revenue generation.This self-employed role is designed to reward proactive and motivated advisers. While you will primarily develop your clients, the company may also share new client opportunities to support your growth. Additionally, the firm plans to acquire client portfolios from retiring advisers, offering potential opportunities to expand your book over time.This role is ideal for an adviser currently working independently who wants support with admin, compliance, and operational tasks. You will benefit from a structured, collaborative environment and the resources needed to maximise your client focus and professional growth.
Responsibilities for the role of Mortgage and Protection Advisor:
- Deliver expert mortgage and protection advice tailored to each client's needs, reflecting our values of Trustworthiness, Honesty, and Reliability
- Conduct thorough consultations to understand clients' financial situations, goals, and priorities
- Recommend appropriate products and solutions that best meet client objectives
- Keep abreast of mortgage market trends, interest rates, lending policies, and regulatory requirements
- Educate clients on mortgage processes, terminology, and potential risks to enable informed decision-making
- Build and maintain strong client relationships, fostering trust, loyalty, and repeat business in line with our values of Authenticity and Relentless Work Ethic
- Assess clients' financial status, including income, expenses, assets, and liabilities, to determine borrowing capacity and product suitability
- Communicate complex financial concepts clearly and professionally
- Continuously grow and develop a client portfolio, maximising opportunities and ensuring profitable relationships
- Maintain commercial awareness of financial products, regulations, and market practices
Experience required for the role of Mortgage and Protection Advisor:
- Proven track record as a self-employed Mortgage & Protection Adviser
- CeMAP (or equivalent) industry-recognised qualification
- Ability to pass the FCA fit and proper assessment with no panel exclusions
- Proactive, self-motivated, and client-focused
- Committed to providing an excellent customer experience
- Competent in mortgage-specific software
- Full UK driving licence
For more information regarding the role of Mortgage and Protection Advisor, please contact us
Stellar Select is acting as an employment agency and is a corporate member of the REC.
Due to a high volume of applications, we will only contact you if your application has been successful. We aim to contact all successful contacts within two business days.
Mortgage and Protection Advisor employer: Stellar Select Limited
Contact Detail:
Stellar Select Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage and Protection Advisor
✨Tip Number 1
Network with other professionals in the mortgage and financial services industry. Attend local events or join online forums to connect with potential colleagues and clients, which can help you gain insights and referrals.
✨Tip Number 2
Stay updated on the latest mortgage market trends and regulatory changes. This knowledge will not only enhance your expertise but also demonstrate your commitment to providing informed advice to clients.
✨Tip Number 3
Consider creating a personal brand through social media platforms like LinkedIn. Share valuable content related to mortgages and protection advice to establish yourself as a knowledgeable professional in the field.
✨Tip Number 4
Prepare for the interview by practising how to clearly communicate complex financial concepts. Being able to explain these ideas simply will showcase your ability to educate clients effectively.
We think you need these skills to ace Mortgage and Protection Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Mortgage & Protection Adviser. Include specific achievements, qualifications like CeMAP, and any relevant software proficiency to demonstrate your expertise.
Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of the role and the company. Emphasise your proactive approach, client-focused mindset, and how you align with their values of Trustworthiness, Honesty, and Reliability.
Showcase Your Client Relationship Skills: In your application, provide examples of how you've built and maintained strong client relationships in the past. Highlight your ability to educate clients on complex financial concepts and ensure they make informed decisions.
Research the Company: Familiarise yourself with the company's history, values, and services. Mentioning specific aspects of their support structure or client approach in your application can show your genuine interest in the role.
How to prepare for a job interview at Stellar Select Limited
✨Showcase Your Expertise
As a Mortgage and Protection Advisor, it's crucial to demonstrate your knowledge of the mortgage market. Be prepared to discuss recent trends, interest rates, and regulatory changes. This will show that you are proactive and well-informed, which is essential for building trust with clients.
✨Emphasise Client Relationships
Highlight your ability to build and maintain strong client relationships. Share examples of how you've fostered trust and loyalty in previous roles. This aligns with the company's values of authenticity and a relentless work ethic, which they highly value.
✨Prepare for Scenario Questions
Expect scenario-based questions where you may need to demonstrate how you would handle specific client situations. Practising these scenarios can help you articulate your thought process and decision-making skills effectively during the interview.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s support structure and client acquisition strategies. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals and values.
