Mortgage & Protection Adviser

Mortgage & Protection Adviser

Bellshill Full-Time 28000 - 36000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Help clients find the best mortgage and protection solutions while building strong relationships.
  • Company: Join The Home Hub Mortgage Centre, a dynamic brokerage focused on expert mortgage and insurance services.
  • Benefits: Enjoy a competitive salary, uncapped bonuses, 30 days leave, and a birthday day off!
  • Why this job: Be part of a supportive team in a newly refurbished office, making a real impact on clients' lives.
  • Qualifications: Experience in mortgage and protection roles is preferred; a passion for helping others is essential.
  • Other info: Flexible working hours with hybrid options available to fit your lifestyle.

The predicted salary is between 28000 - 36000 £ per year.

The Home Hub Mortgage Centre is a brokerage specialising in mortgage and insurance services. We pride ourselves on delivering expert advice with integrity and professionalism with a personal flare.

As an ambitious company, our mission is to provide world class service to each client, forming lasting relationships and we are looking for like-minded individuals to join us on the journey.

A full-time role for a qualified Mortgage Adviser, responsible for converting new leads (and any existing client base leads) into mortgage sales whilst working as part of a wider team. Supported by our Mortgage Paraplanners, you will work closely with clients to assess their financial needs, source suitable mortgage products, and recommend protection solutions to safeguard their future. Protection experience is desirable, although not mandatory.

Key Responsibilities:
  • Identify customer needs and provide tailored, expert, professional mortgage and protection advice
  • Source suitable mortgage products from a broad panel of lenders
  • Recommend appropriate protection policies including; life insurance, critical illness cover, and income protection
  • Seamlessly guide clients through the end-to-end mortgage process
  • Comply with FCA regulations and company standards to satisfy the networks audit requirements
  • Build and nurture strong client relationships to encourage a returning client base and referrals
  • Self-develop and stay up to date with industry related topics
Key Requirements:
  • Proven track record in mortgage and protection roles
  • Ability to generate and convert leads into mortgage and protection sales
  • Proficient in using mortgage sourcing and CRM systems
  • Dedicated to maintaining compliance standards and treating customers fairly

Salary of £33,000-£36,000 DOE

Uncapped quarterly bonus scheme

30 days annual leave allowance plus one additional day on your Birthday

Company pension

Access to a wide panel of lenders and protection providers

On site working with operational support

Mortgage & Protection Adviser employer: The Home Hub Mortgage Centre

The Home Hub Mortgage Centre Limited is an exceptional employer, offering a dynamic work environment in the newly refurbished Duart House at Strathclyde Business Park. With a strong focus on employee growth and development, we provide comprehensive training and support, alongside a competitive salary and uncapped bonus potential. Our collaborative culture encourages team members to build lasting client relationships while enjoying a healthy work-life balance through flexible working options.
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Contact Detail:

The Home Hub Mortgage Centre 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 available in the market. This knowledge will not only boost your confidence but also enable you to engage in meaningful conversations with potential clients during interviews.

✨Tip Number 2

Network with professionals in the mortgage and protection industry. Attend local events or join online forums to connect with others in the field. Building relationships can lead to valuable insights and even referrals for job opportunities.

✨Tip Number 3

Prepare to discuss your approach to client relationships during the interview. The Home Hub values personal connections, so be ready to share examples of how you've built trust and rapport with clients in your previous roles.

✨Tip Number 4

Stay updated on FCA regulations and compliance standards relevant to the mortgage sector. Demonstrating your commitment to ethical practices and customer fairness will set you apart as a candidate who aligns with the company's values.

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

Mortgage Product Knowledge
Protection Insurance Knowledge
Lead Generation and Conversion
Client Relationship Management
Financial Needs Assessment
Compliance with FCA Regulations
CRM System Proficiency
Excellent Communication Skills
Sales Skills
Attention to Detail
Problem-Solving Skills
Time Management
Adaptability
Team Collaboration

Some tips for your application 🫡

Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of a Mortgage & Protection Adviser. Tailor your application to highlight relevant experience and skills that align with the job description.

Craft a Compelling CV: Your CV should clearly showcase your qualifications, particularly any experience in mortgage and protection roles. Use bullet points to outline your achievements and ensure it is formatted neatly for easy reading.

Write a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific reasons why you want to work at The Home Hub Mortgage Centre and how your background makes you a great fit for their team.

Highlight Compliance Knowledge: Since compliance is crucial in this role, be sure to mention any relevant training or experience you have in adhering to FCA regulations and maintaining high standards of customer service.

How to prepare for a job interview at The Home Hub Mortgage Centre

✨Know Your Products

Familiarise yourself with a range of mortgage products and protection policies. Be prepared to discuss how you would assess client needs and recommend suitable options, showcasing your expertise in the field.

✨Demonstrate Relationship Building Skills

Highlight your ability to build and nurture client relationships. Prepare examples of how you've successfully maintained client connections in previous roles, as this is crucial for encouraging repeat business and referrals.

✨Understand Compliance Standards

Brush up on FCA regulations and compliance standards relevant to the mortgage industry. Being able to articulate your understanding of these regulations will demonstrate your commitment to treating customers fairly and maintaining high professional standards.

✨Showcase Your Lead Generation Skills

Be ready to discuss your experience in generating and converting leads into sales. Share specific strategies you've used in the past and how they contributed to your success, as this role heavily relies on your ability to drive sales.

Mortgage & Protection Adviser
The Home Hub Mortgage Centre
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