Mortgage & Protection Adviser

Mortgage & Protection Adviser

Carlisle Full-Time 21100 - 21100 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Help customers with mortgage and protection advice while managing your own appointments.
  • Company: Join a purpose-led company focused on people, planet, and community, not shareholders.
  • Benefits: Enjoy flexible working hours and the option to work from home after training.
  • Why this job: Be part of a fun team that values customer care and offers a supportive culture.
  • Qualifications: CeMAP qualified with experience in mortgages; great communication skills are a must.
  • Other info: Part-time hours considered; apply before 12th May for a chance to interview.

The predicted salary is between 21100 - 21100 £ per year.

Salary Up to £35,372 per annum on successful completion of training Location Carlisle This is a Permanent , Full Time vacancy that will close in 10 days at 23:59 BST . The Vacancy You’ll be based in Cumberland House in Carlisle initially, and once your training is completed you will have the flexibility to work from home on a hybrid basis. You will work alongside a large team of other advisors where we help our customers with mortgage and protection advice. This is a full-time role, but we’d be willing to consider part time or family friendly hours (we can be flexible with working hours between 8am and 7pm) – just ask! Main responsibilities include Running your own diary of customer appointments, providing advice on mortgages and protection over the phone Assessing and packaging mortgage applications for offer Retaining our existing Mortgage customers Giving customers the amazing experience they expect from us About you We’re looking for a CeMAP qualified advisor, with either direct or broker mortgage experience. We want to hear from you if: You have a great personality, and love speaking to people (especially customers!) You’re fun, positive and enthusiastic You can tell us about how you care for your customers, and go the extra mile You’ve got experience in working to performance targets Interested? The closing date for completed applications is 12th May, however it may close early if enough applications are received. Interviews to be held WC 19th May. The Company We’re here to create a banking experience that’s kinder to people and planet. Unlike banks, we don’t have public or private shareholders which means we can invest 100% of our profits back into our business. As a result, our business is purpose-led, financially strong, socially responsible and always focused on our people, planet and communities. #J-18808-Ljbffr

Mortgage & Protection Adviser employer: The Cumberland Group.

As a Mortgage & Protection Adviser at our Carlisle location, you'll join a supportive and dynamic team dedicated to providing exceptional customer service in a flexible work environment. We prioritise employee well-being with options for hybrid working, family-friendly hours, and a strong commitment to personal growth and development, ensuring you thrive both professionally and personally. Our purpose-led approach means that your contributions directly impact our mission to create a kinder banking experience for people and the planet.
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Contact Detail:

The Cumberland Group. Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage & Protection Adviser

✨Tip Number 1

Familiarise yourself with the latest mortgage products and protection policies. Being knowledgeable about current trends and offerings will help you stand out during interviews, as you'll be able to demonstrate your expertise and readiness to assist customers.

✨Tip Number 2

Network with other professionals in the mortgage and protection industry. Attend local events or join online forums to connect with others in the field. This can provide valuable insights and may even lead to referrals or recommendations for the role.

✨Tip Number 3

Prepare to discuss your customer service experiences in detail. Think of specific examples where you've gone above and beyond for clients, as this aligns with our values of providing an amazing experience for customers.

✨Tip Number 4

Be ready to showcase your ability to work towards performance targets. Have examples ready that illustrate how you've successfully met or exceeded goals in previous roles, as this is a key aspect of the position we're offering.

We think you need these skills to ace Mortgage & Protection Adviser

CeMAP Qualification
Mortgage Application Assessment
Customer Service Skills
Communication Skills
Sales Skills
Time Management
Attention to Detail
Problem-Solving Skills
Performance Target Achievement
Relationship Building
Adaptability
Team Collaboration
Empathy
Negotiation Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your CeMAP qualification and any relevant mortgage or protection experience. Use specific examples to demonstrate how you've met performance targets and provided excellent customer service.

Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company’s mission. Share personal anecdotes that showcase your personality and how you go the extra mile for customers.

Highlight Flexibility: Since the company is open to flexible working hours, mention your availability and willingness to adapt your schedule to meet customer needs. This shows you’re a team player and ready to contribute.

Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism.

How to prepare for a job interview at The Cumberland Group.

✨Show Your Personality

As a Mortgage & Protection Adviser, having a great personality is key. Be yourself during the interview and let your enthusiasm shine through. Share anecdotes that highlight your fun and positive attitude, especially when dealing with customers.

✨Demonstrate Customer Care

Prepare examples of how you've gone the extra mile for customers in previous roles. This will show that you genuinely care about providing an amazing experience, which is crucial for this position.

✨Highlight Relevant Experience

Make sure to discuss your CeMAP qualification and any direct or broker mortgage experience you have. Be ready to explain how this experience has prepared you for the responsibilities of the role.

✨Be Ready for Performance Discussions

Since the role involves working to performance targets, be prepared to talk about how you've met or exceeded targets in the past. This will demonstrate your ability to thrive in a results-driven environment.

Mortgage & Protection Adviser
The Cumberland Group.
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  • Mortgage & Protection Adviser

    Carlisle
    Full-Time
    21100 - 21100 £ / year (est.)

    Application deadline: 2027-06-16

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    The Cumberland Group.

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