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- 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 42000 - 84000 £ per year.
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.
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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. Building relationships can lead to referrals and insights about the role.
✨Tip Number 2
Stay updated on the latest mortgage market trends and regulatory changes. This knowledge will not only help you in interviews but also demonstrate your commitment to providing informed advice to clients.
✨Tip Number 3
Prepare to discuss your previous client success stories during the interview. Highlight how you've built strong relationships and provided tailored solutions, as this aligns with the company's values of trustworthiness and reliability.
✨Tip Number 4
Familiarise yourself with the specific tools and software mentioned in the job description. Showing that you are tech-savvy and ready to utilise their systems can set you apart from other candidates.
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. Focus on your qualifications, such as CeMAP, and any relevant achievements that demonstrate your ability to deliver expert advice and build client relationships.
Craft a Compelling Cover Letter: Write a cover letter that showcases your proactive approach and client-focused mindset. Mention specific examples of how you've successfully advised clients in the past and how you align with the company's values of trustworthiness and reliability.
Highlight Relevant Experience: In your application, emphasise your self-employed experience and your ability to manage client portfolios. Discuss your familiarity with mortgage market trends and regulatory requirements to show you're well-prepared for the role.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial services industry.
How to prepare for a job interview at Stellar Select Limited
✨Know Your Stuff
Make sure you have a solid understanding of mortgage and protection products. Brush up on current market trends, interest rates, and regulatory requirements. This will help you answer questions confidently and demonstrate your expertise.
✨Showcase Your Client Focus
Prepare examples of how you've successfully built and maintained client relationships in the past. Highlight your commitment to providing excellent customer experiences, as this aligns with the company's values of trustworthiness and reliability.
✨Be Proactive and Motivated
Emphasise your self-motivation and proactive approach during the interview. Share instances where you've taken the initiative to grow your client base or improve your services, showcasing your relentless work ethic.
✨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 is the right fit for you.
