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For Companies At a Glance
- Tasks: Provide expert mortgage and protection advice to clients, ensuring a smooth journey.
- Company: Join Mundys Financial Services, a supportive and high-performing team.
- Benefits: Competitive salary, uncapped commission, and income guarantee for the first 6 months.
- Why this job: Make a real impact while growing your career in a dynamic environment.
- Qualifications: Experience in mortgage advice and strong communication skills required.
- Other info: Clear career progression and ongoing professional development opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Build your future with Mundys Financial Services. Due to continued growth, Mundys Financial Services is excited to welcome a Mortgage & Protection Advisor to our expanding team. This is a fantastic opportunity for an ambitious, client-focused professional who wants to grow their career within a supportive, high-performing business with excellent long-term prospects. You’ll benefit from a competitive basic salary, a generous and uncapped commission structure, and an income guarantee for your first 6 months—giving you the confidence to focus on doing what you do best: delivering outstanding advice and service.
Why join Mundys?
- Warm, high-quality leads provided by Mundys Estate Agents
- Clear career progression for the right candidate
- Supportive team environment with professional backing
- Strong earning potential with no cap on commission
The Role
As a Mortgage & Protection Advisor, you’ll play a key role in helping clients make informed decisions, providing expert advice tailored to their needs while operating within the regulatory framework. Your responsibilities will include:
- Delivering proactive, ongoing mortgage and protection advice to clients introduced by Mundys Estate Agents
- Working closely with professional support staff to ensure a smooth, efficient client journey
- Identifying and developing new opportunities with existing clients to meet their full financial needs
- Maintaining professional competence through continuous training, qualifications, and legislative updates
What We’re Looking For
Experience & Knowledge
- Proven experience within a mortgage advice environment
- Strong technical knowledge of current legislation
- Confident use of mortgage and protection sourcing/research software
- Excellent communication and presentation skills, with the ability to explain complex information clearly and simply
- A track record of delivering exceptional customer service
Personal Attributes
- High levels of honesty and integrity
- Well-organised with strong planning skills
- Dynamic, enthusiastic, and self-motivated
- Client-focused problem solver
- Driven to continuously develop both personally and professionally
- Methodical and professional approach to work
Requirements
- Full CeMAP qualification (or industry equivalent)
- Full UK driving licence
If you’re looking for a role where your efforts are rewarded, your development is supported, and your career can genuinely progress, Mundys Financial Services wants to hear from you. Apply now and take the next step in your career.
Locations
Mortgage & Protection Advisor in Lincoln, Lincolnshire employer: Stonebridge Group Ltd
Contact Detail:
Stonebridge Group Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage & Protection Advisor in Lincoln, Lincolnshire
✨Tip Number 1
Network like a pro! Attend industry events, join relevant online forums, and connect with professionals on LinkedIn. The more people you know, the better your chances of landing that Mortgage & Protection Advisor role.
✨Tip Number 2
Practice your pitch! Be ready to explain why you're the perfect fit for the job in a clear and engaging way. Tailor your message to highlight your experience in mortgage advice and your client-focused approach.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It keeps you fresh in their minds and demonstrates your professionalism.
✨Tip Number 4
Don’t forget to apply through our website! We want to see your application directly, and it gives you a better chance to stand out. Plus, it’s super easy to do!
We think you need these skills to ace Mortgage & Protection Advisor in Lincoln, Lincolnshire
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 proven experience in mortgage advice and any relevant qualifications, like your CeMAP certification.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for Mundys Financial Services. Mention your client-focused approach and how you can contribute to their supportive team environment.
Showcase Your Communication Skills: Since excellent communication is key in this role, make sure your application is clear and concise. Use simple language to explain your experience and how you’ve delivered exceptional customer service in the past.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets noticed and shows your enthusiasm for joining our team at Mundys Financial Services!
How to prepare for a job interview at Stonebridge Group Ltd
✨Know Your Stuff
Make sure you brush up on your mortgage and protection knowledge. Familiarise yourself with current legislation and be ready to discuss how it impacts clients. This will show that you're not just a candidate, but a knowledgeable advisor who can provide real value.
✨Practice Makes Perfect
Conduct mock interviews with a friend or family member. Focus on common questions related to the role, such as how you would handle a difficult client or explain complex information simply. This will help you articulate your thoughts clearly during the actual interview.
✨Showcase Your Success Stories
Prepare specific examples from your past experience where you've delivered exceptional customer service or solved a client's problem. Use the STAR method (Situation, Task, Action, Result) to structure your answers and make them impactful.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the company culture, career progression, or the support you'll receive. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
