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- Tasks: Provide expert mortgage and protection advice while building strong client relationships.
- Company: Family-run financial services firm with over 15 years of experience.
- Benefits: Uncapped earnings, full admin support, flexible working, and 30 days holiday.
- Why this job: Join a supportive team and grow your career in a dynamic environment.
- Qualifications: Proven track record as a self-employed adviser and CeMAP qualification.
- Other info: Opportunities for portfolio growth and professional development.
The predicted salary is between 40000 - 60000 £ 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.
Equal Employment Opportunity Statement: We are an equal opportunities employer and welcome applications from all qualified candidates.
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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
✨Network Like a Pro
Get out there and meet people! Attend industry events, join local networking groups, or even hit up social media platforms like LinkedIn. The more connections we make, the better our chances of landing that Mortgage and Protection Advisor role.
✨Show Off Your Expertise
When you get the chance to chat with potential employers, don’t hold back! Share your knowledge about mortgage trends and client needs. We want to demonstrate that we’re not just another adviser; we’re the go-to expert they need on their team.
✨Follow Up Like a Boss
After interviews or networking events, drop a quick thank-you email. It shows we appreciate their time and keeps us fresh in their minds. Plus, it’s a great opportunity to reiterate our passion for the role!
✨Utilise Our Website
Don’t forget to check out our website for job openings and resources. Applying through us not only gives you access to exclusive opportunities but also shows you’re serious about joining our supportive team environment.
We think you need these skills to ace Mortgage and Protection Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Mortgage & Protection Advisor role. Highlight your qualifications, like CeMAP, and any relevant achievements that showcase your expertise in delivering tailored financial advice.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about helping clients with their mortgage and protection needs. Share specific examples of how you've built strong client relationships and delivered excellent customer experiences.
Showcase Your Proactivity: We love proactive candidates! In your application, mention instances where you've taken the initiative to grow your client base or improve processes. This will demonstrate your self-motivated nature and commitment to success in a self-employed role.
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to see your application and get you one step closer to joining our friendly and supportive team!
How to prepare for a job interview at Stellar Select Limited
✨Know Your Stuff
Make sure you brush up on the latest mortgage market trends and regulations. Being able to discuss current interest rates and lending policies will show that you're proactive and knowledgeable, which is exactly what they’re looking for.
✨Tailor Your Approach
Prepare to demonstrate how your experience aligns with their values of Trustworthiness, Honesty, and Reliability. Think of specific examples from your past roles where you’ve built strong client relationships and provided tailored advice.
✨Practice Makes Perfect
Conduct mock interviews with a friend or family member. Focus on explaining complex financial concepts in simple terms, as this will be crucial in your role. The clearer you can communicate, the more confident you’ll appear during the actual 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 it’s the right fit for you. Plus, it demonstrates your proactive nature!
