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- Tasks: Provide expert mortgage and protection advice while managing client cases from start to finish.
- Company: Leading financial planning firm in the UK with a focus on diversity and inclusion.
- Benefits: Competitive salary, extensive benefits, and a supportive work environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Relevant qualifications and experience in whole-of-market advisory required.
- Other info: Great opportunity for career growth in a collaborative setting.
The predicted salary is between 36000 - 60000 £ per year.
A leading financial planning firm in the UK is seeking a Mortgage and Protection Adviser to provide high-quality advice across various client needs. This role involves managing cases end-to-end and improving internal processes, ensuring a smooth client journey.
The ideal candidate will have relevant qualifications, experience in whole-of-market advisory, and strong communication skills. Additionally, the role offers a competitive salary, numerous benefits, and a commitment to diversity and inclusion.
Remote Mortgage & Protection Advisor — Wealth Planning Pro employer: Successionwealth
Contact Detail:
Successionwealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Remote Mortgage & Protection Advisor — Wealth Planning Pro
✨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 or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by practising common questions related to mortgage and protection advice. We recommend role-playing with a friend or using online resources to get comfortable with articulating your experience and skills.
✨Tip Number 3
Showcase your expertise! Create a portfolio or a presentation that highlights your successful cases and how you've improved client journeys in the past. This will set you apart from other candidates and demonstrate your value.
✨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 engage directly with us.
We think you need these skills to ace Remote Mortgage & Protection Advisor — Wealth Planning Pro
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Mortgage and Protection Adviser role. Highlight your qualifications and any relevant advisory experience to show us you’re the perfect fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how your background aligns with our values at StudySmarter. Keep it engaging and personal!
Showcase Your Communication Skills: As a Mortgage and Protection Adviser, strong communication is key. In your application, demonstrate your ability to convey complex information clearly and effectively. We want to see how you connect with clients!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Successionwealth
✨Know Your Stuff
Make sure you brush up on your knowledge of mortgage and protection products. Familiarise yourself with the latest market trends and regulations, as well as the specific services offered by the firm. This will help you demonstrate your expertise and show that you're genuinely interested in the role.
✨Showcase Your Communication Skills
As a Mortgage and Protection Adviser, strong communication is key. Practice articulating complex financial concepts in simple terms. During the interview, be prepared to discuss how you've effectively communicated with clients in the past and how you can ensure a smooth client journey.
✨Prepare for Scenario Questions
Expect to face scenario-based questions that assess your problem-solving skills and ability to manage cases end-to-end. Think of examples from your previous experience where you successfully navigated challenges or improved processes, and be ready to share these stories.
✨Emphasise Your Commitment to Diversity and Inclusion
This firm values diversity and inclusion, so be sure to highlight any relevant experiences or initiatives you've been involved in. Discuss how you can contribute to creating an inclusive environment for clients and colleagues alike, showing that you align with the company's values.
