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- Tasks: Help clients with mortgage advice and protection needs while managing enquiries and building relationships.
- Company: Join a modern financial services business known for its community work and positive culture.
- Benefits: Enjoy a competitive salary, bonuses, flexible working options, and support from a dedicated team.
- Why this job: Be part of a thriving company that values quality service and offers growth opportunities.
- Qualifications: Experience as a Mortgage and Protection Adviser is essential; self-motivation and client focus are key.
- Other info: Conversations are confidential, and all levels of experience are welcome to apply.
The predicted salary is between 36000 - 60000 £ per year.
Are you an experienced Mortgage and Protection Adviser keen to join a thriving business, in an employed role, with opportunities for ongoing development, a flow of quality leads and a genuine opportunity to grow your earning potential? This is a role well suited to an experienced and quality-focused Mortgage and Protection Adviser who wants to be part of a modern and evolving Financial Services Business with a bright future.
To be successful in this role you will be passionate about exceeding expectations and consistently delivering great customer outcomes. This role offers a solid supply of quality leads, a really positive working culture, and superb benefits, as well as a market leading salary and bonus package. Additionally, the business is renowned for its exceptional charity and community work and has an unrivalled reputation in the local market.
Core day to day duties will include:
- Responsibility for managing customer enquiries and following up on leads promptly
- Managing the Mortgage advice process end to end
- Responsibility for conducting a thorough fact find, carrying out the required product research and providing a suitable recommendation
- Working with customers to explore their longer-term protection needs and preferences; guiding them through a full suite of products and services
- Building outstanding client rapport to achieve high levels of protection conversion and generating positive reviews and securing future business
- You will be building and nourishing relationships with clients who really value quality service
- You will be provided with leads from varied sources but will also be obtaining referrals and maximising other new business opportunities
- You will have access to whole of market mortgage advice and will be responsible for cases from start to finish with the support of an administration team
- You will benefit from varied and flexible working options but ideally will spend at least one day per week in the office
If you are a talented and passionate Mortgage and Protection Adviser who comes from a whole of market, or brokerage background, and who genuinely puts the clients’ needs at the heart of everything you do, then this may be the role you have been looking for!
This opportunity will suit a pro-active Mortgage adviser who is able to build lasting relationships based on trust. You must be self-motivated and confident to work independently. We can consider experienced Mortgage Advisers at all levels, and you will receive a generous salary with commission as well as additional benefits and will benefit from the support of a great team of administrators, as well as an award-winning network.
If you are an experienced Mortgage and Protection Adviser who wants to work for a modern, forward-thinking and flourishing business, please get in touch to discuss further. We would love to hear from you and all conversations take place in the strictest confidence.
Mortgage and Protection Advisor employer: The Openwork Partnership
Contact Detail:
The Openwork Partnership Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage and Protection Advisor
✨Tip Number 1
Familiarise yourself with the latest mortgage products and protection services available in the market. This knowledge will not only boost your confidence during discussions but also demonstrate your expertise to potential employers.
✨Tip Number 2
Network with other professionals in the financial services industry. Attend local events or join online forums where you can connect with other Mortgage Advisers. Building relationships can lead to referrals and insights about job opportunities.
✨Tip Number 3
Prepare to discuss your approach to customer service in detail. Since this role emphasises exceeding client expectations, be ready to share specific examples of how you've successfully built rapport and delivered exceptional outcomes for clients.
✨Tip Number 4
Research StudySmarter's values and community initiatives. Understanding our commitment to charity and community work can help you align your personal values with ours, making you a more attractive candidate for the role.
We think you need these skills to ace Mortgage and Protection Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Mortgage and Protection Adviser. Focus on your achievements, such as successful client outcomes and any relevant qualifications or certifications.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for exceeding customer expectations. Mention specific examples of how you've built client relationships and delivered great service in previous roles.
Highlight Relevant Skills: In your application, emphasise skills that are crucial for the role, such as your ability to manage the mortgage advice process, conduct thorough fact-finds, and provide tailored recommendations.
Showcase Your Knowledge of the Market: Demonstrate your understanding of the mortgage market and protection products. Mention any experience you have with whole of market advice and how it has benefited your clients.
How to prepare for a job interview at The Openwork Partnership
✨Know Your Products Inside Out
As a Mortgage and Protection Adviser, it's crucial to have a deep understanding of the products you'll be discussing. Familiarise yourself with the latest mortgage options and protection plans so you can confidently answer any questions and provide tailored advice.
✨Demonstrate Your Customer-Centric Approach
This role emphasises delivering great customer outcomes. Be prepared to share examples from your past experiences where you've gone above and beyond for clients. Highlight how you build rapport and trust, as this is key to success in this position.
✨Prepare for Scenario-Based Questions
Expect to face scenario-based questions that assess your problem-solving skills and ability to handle client inquiries. Practice articulating your thought process and decision-making strategies in these situations to showcase your expertise.
✨Show Enthusiasm for Continuous Development
The company values ongoing development, so express your eagerness to learn and grow within the role. Discuss any relevant training or certifications you've pursued and how they have enhanced your skills as an adviser.
