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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 enjoying clear career progression and professional support.
- Qualifications: Experience in mortgage advice and strong communication skills required.
- Other info: Dynamic environment with opportunities for personal and professional growth.
The predicted salary is between 36000 - 60000 £ per year.
Build your future with Mundys Financial Services. The following information aims to provide potential candidates with a better understanding of the requirements for this role. 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.
Mortgage & Protection Advisor in Lincoln 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
✨Tip Number 1
Network like a pro! Reach out to your connections in the mortgage and protection industry. Attend events, join online forums, and don’t be shy about asking for introductions. The more people you know, the better your chances of landing that dream job!
✨Tip Number 2
Prepare for interviews by practising common questions specific to mortgage advising. Think about how you can showcase your experience and technical knowledge. We recommend doing mock interviews with friends or using online resources to boost your confidence.
✨Tip Number 3
Showcase your client-focused approach! During interviews, share examples of how you've delivered exceptional customer service in the past. This will highlight your ability to meet clients' needs, which is crucial for a Mortgage & Protection Advisor.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search. So, get your application in and let’s get you started on this exciting journey!
We think you need these skills to ace Mortgage & Protection Advisor in Lincoln
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Mortgage & Protection Advisor role. Highlight your relevant experience and skills that match what Mundys is looking for. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you a perfect fit. Keep it engaging and personal, so we get a sense of who you are.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use specific examples to demonstrate how you've delivered exceptional customer service or achieved targets in previous roles. We love seeing results!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s quick and easy, and it ensures your application gets to us directly. We can’t wait to hear from you!
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 before the interview. Understand the latest 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.
✨Showcase Your Communication Skills
Since this role requires excellent communication, practice explaining complex mortgage concepts in simple terms. You might even want to prepare a few examples of how you've successfully communicated with clients in the past. This will demonstrate your ability to connect with clients and make their journey smoother.
✨Highlight Your Client-Focused Approach
Think of specific instances where you've gone above and beyond for a client. Be ready to share these stories during the interview to illustrate your commitment to exceptional customer service. Mundys is looking for someone who genuinely cares about helping clients make informed decisions.
✨Prepare Questions
Interviews are a two-way street, so come prepared with thoughtful questions about the company culture, career progression, and support systems in place. This shows that you're genuinely interested in the role and want to ensure it's the right fit for you as well.
