At a Glance
- Tasks: Provide expert mortgage advice and build strong client relationships in a dynamic environment.
- Company: Join a respected financial services firm with over 20 years of success.
- Benefits: Enjoy a competitive salary, car allowance, hybrid working, and ongoing training.
- Other info: Friendly team culture with clear career progression opportunities.
- Why this job: Inherit an established client pipeline and maximise your earning potential.
- Qualifications: Must be a qualified Mortgage Adviser with strong communication skills.
The predicted salary is between 23000 - 31000 £ per year.
This is a hybrid role offering a flexible working arrangement. The successful candidate will typically work from a combination of a co-working office, home and an Estate Agency introducer's office, with flexibility depending on business needs.
Salary: £23,000 - £31,000 Basic Salary, £3,000 Annual Car Allowance, Excellent Commission Structure, Annual Bonus Scheme, Realistic OTE £55,000+
Benefits:
- £3,000 annual car allowance
- 25 days annual leave plus Bank Holidays
- Company pension
- Hybrid working
- Full administrative support
- High-quality company-generated leads
- Existing client bank and remortgage opportunities
- Ongoing training and professional development
- Clear career progression
- Time off in lieu for Saturday appointments
- Friendly and supportive working environment
About the Company: Our client is a well-established, directly authorised Independent Mortgage & Protection firm with over 20 years of success within the financial services industry. They have built an excellent reputation for delivering high-quality advice and outstanding customer service, benefiting from long-standing introducer relationships, repeat business and client referrals.
The successful Mortgage Adviser will inherit an established pipeline of business and receive ongoing support from an experienced administration team, allowing them to focus on advising clients and growing their own client base.
The Opportunity: An exciting opportunity has arisen for an experienced Mortgage Adviser to join a successful and growing business following the resignation of one of the existing advisers. The successful candidate will inherit an established pipeline of business with an annual income potential of approximately £120,000, alongside regular company-generated leads, remortgage opportunities and client referrals. The role will also involve managing an established Estate Agency introducer relationship, attending their office regularly to maximise opportunities and build further business. While an existing client bank would be advantageous, it is not essential. The company is looking for a motivated adviser who is proactive, relationship-focused and committed to delivering an exceptional client experience.
Key Responsibilities:
- Provide whole-of-market mortgage and protection advice.
- Build and maintain strong client relationships.
- Manage mortgage and protection cases from enquiry through to completion.
- Develop relationships with Estate Agency introducers.
- Attend introducer offices regularly to maximise business opportunities.
- Generate business from company leads, referrals and networking opportunities.
- Identify protection opportunities alongside mortgage advice.
- Deliver an exceptional customer journey throughout the advice process.
- Work closely with the administration team to ensure a smooth client experience.
- Maintain FCA compliance and company standards.
- Participate in regular training and development.
What We're Looking For: The ideal candidate will have:
- Fully qualified Mortgage Adviser status
- Minimum two years' experience providing regulated mortgage advice
- Experience advising on mortgages and protection
- Strong communication and relationship-building skills
- Excellent organisational skills
- A professional and customer-focused approach
- Full UK driving licence and access to a vehicle
- Willingness to attend Estate Agency introducer offices as required
Desirable Skills:
- Previous Estate Agency experience
- Mortgage administration background
- Existing client bank
- Business development experience
- Strong networking skills
- Passion for delivering excellent customer service
Why Apply? Established and respected financial services business, Existing pipeline worth approximately £120,000 annual income, Regular company-generated leads, Established introducer relationships, Full administration support, Excellent earning potential, Hybrid working, Friendly and supportive team, Long-term career progression.
How to Apply: Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss the role in more detail. We'll also take the time to understand your career aspirations and highlight any other suitable opportunities. Due to the high volume of applications, we can only respond to successful applicants. If you have not heard from us within 7 days, please assume your application has not been successful on this occasion.
Mortgage Adviser in Basildon employer: TEMPLEGATE RECRUITMENT LIMITED
Templegate Recruitment is an excellent employer, offering a supportive and collaborative work environment in their Kingsley office. With competitive salaries, comprehensive benefits including private medical insurance and generous holiday allowances, as well as ongoing training and development opportunities, employees can thrive both personally and professionally. The company also fosters a strong team spirit through bi-annual trips abroad and UK-based events, making it a rewarding place to build a career in financial services administration.
Contact Details:
TEMPLEGATE RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Adviser in Basildon
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like TEMPLEGATE RECRUITMENT LIMITED. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Mortgage Adviser in Basildon
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to TEMPLEGATE RECRUITMENT LIMITED.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on TEMPLEGATE RECRUITMENT LIMITED's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with TEMPLEGATE RECRUITMENT LIMITED.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at TEMPLEGATE RECRUITMENT LIMITED will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former TEMPLEGATE RECRUITMENT LIMITED employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
