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- Tasks: Provide expert mortgage and protection advice while managing cases from start to finish.
- Company: Leading financial planning firm in the UK with a focus on client success.
- Benefits: Competitive salary, performance bonuses, and a variety of employee perks.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: CeMAP qualifications and experience in mortgage advisory required.
- Other info: Collaborative environment with opportunities for professional growth.
The predicted salary is between 36000 - 60000 £ per year.
A leading financial planning firm in the UK seeks a Mortgage and Protection Adviser. The successful candidate will provide high-quality mortgage and protection advice, enhancing internal processes as well.
Key responsibilities include:
- Managing cases end-to-end
- Educating clients on protection options
- Collaborating with internal teams
Ideal candidates will have:
- CeMAP qualifications
- Experience in mortgage advisory
- Strong communication skills
A competitive salary, performance-related bonuses, and a range of employee benefits are offered.
Remote Mortgage & Protection Adviser employer: Succession Wealth
Contact Detail:
Succession Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Remote Mortgage & Protection Adviser
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the lookout for opportunities. You never know who might have a lead on that perfect Mortgage & Protection Adviser role.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of mortgage products and protection options. We want you to be able to educate clients confidently, so practice explaining these concepts clearly and concisely.
✨Tip Number 3
Showcase your communication skills! During interviews, make sure to demonstrate how you can effectively collaborate with internal teams. Share examples of past experiences where you’ve worked well with others to achieve a common goal.
✨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 take the initiative to connect directly with us.
We think you need these skills to ace Remote Mortgage & Protection Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your CeMAP qualifications and relevant mortgage advisory experience. We want to see how your skills match the role, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about providing high-quality mortgage and protection advice. Let us know how you can enhance our internal processes too!
Show Off Your Communication Skills: Since strong communication is key for this role, make sure your application reflects that. Use clear and concise language, and don’t forget to proofread for any typos or errors before hitting send!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Succession Wealth
✨Know Your Stuff
Make sure you brush up on your mortgage and protection knowledge. Familiarise yourself with the latest trends in the industry, as well as any recent changes in regulations. This will not only help you answer questions confidently but also show that you're genuinely interested in the field.
✨Showcase Your Communication Skills
As a Mortgage and Protection Adviser, strong communication is key. Practice explaining complex concepts in simple terms. You might even want to role-play with a friend to get comfortable discussing various protection options and how they benefit clients.
✨Prepare for Scenario Questions
Expect to be asked about specific scenarios you might face in the role. Think about past experiences where you've managed cases end-to-end or collaborated with teams. Prepare examples that highlight your problem-solving skills and ability to educate clients effectively.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the firm's approach to client education or how they support their advisers in enhancing internal processes. This shows your enthusiasm for the role and helps you gauge if the company is the right fit for you.
