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For Companies At a Glance
- Tasks: Provide mortgage and protection advice, maintain client relationships, and assist with applications.
- Company: Join a successful Wealth Management Firm focused on meaningful financial outcomes.
- Benefits: Enjoy ongoing training, marketing support, and the flexibility to work remotely.
- Why this job: Be part of a dynamic team making a real difference in clients' financial futures.
- Qualifications: 2+ years of mortgage advice experience preferred; CeMAP qualified or equivalent.
- Other info: Ideal for motivated individuals looking to grow in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
I am delighted to be supporting one of our extremely successful Wealth Management Firms in their search for an experienced mortgage & protection advisor to join their growing team. This firm was founded 20 years ago and provides not just mortgages but financial services and commercial finance as well. It's a one-stop shop that helps a lot of people in different financial areas. They believe in supporting clients for better outcomes, brighter financial futures and more meaningful moments. Their approach focuses on making a difference, rather than just being about money. Being part of The Openwork Partnership allows them to offer top-notch support and broad access to the marketplace.
This is a full-time Mortgage and Protection adviser role. The adviser will be responsible for providing advice on mortgage and protection products to clients, maintaining relationships with clients and lenders, and assisting clients with the application process.
Qualifications:
- 2 years + mortgage advice experience desired, would possibly consider someone with less experience if they were the right fit
- Mortgage marketing
- CeMAP qualified (or CII equivalent)
- The ability to explain complex information clearly and simply
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving skills
- Attention to detail and accuracy
- Ability to work independently and remotely
What is on offer:
- Ongoing business development & training (where necessary)
- Marketing support including social media
- Support to help you build a client base
Next steps... If you are a motivated mortgage advisor or would like to be and you are looking for an exciting opportunity to join a successful and dynamic team, I would love to hear from you.
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
Network with professionals in the mortgage and financial services industry. Attend local events or join online forums where you can connect with other advisors and potential clients. Building relationships can lead to referrals and insights about job openings.
✨Tip Number 2
Stay updated on the latest mortgage products and market trends. This knowledge will not only help you in interviews but also demonstrate your commitment to providing the best advice to clients. Consider subscribing to industry newsletters or following relevant social media accounts.
✨Tip Number 3
Prepare for the interview by practising how to explain complex mortgage concepts in simple terms. Role-play with a friend or family member to refine your communication skills, as this is crucial for the role of a Mortgage and Protection Advisor.
✨Tip Number 4
Research the company thoroughly before your interview. Understand their values, services, and the unique approach they take towards client relationships. This will allow you to tailor your responses and show that you're genuinely interested in being part of their team.
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 relevant experience in mortgage advice. Emphasise any qualifications like CeMAP and showcase your communication skills, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for helping clients achieve better financial outcomes. Mention specific experiences where you've successfully guided clients through the mortgage process.
Showcase Your Skills: In your application, provide examples of how you've used your analytical and problem-solving skills in previous roles. This will demonstrate your ability to handle complex information effectively.
Highlight Your Client Relationship Management: Discuss your experience in maintaining relationships with clients and lenders. Provide examples of how you've built trust and rapport, which is essential for a Mortgage and Protection Advisor.
How to prepare for a job interview at The Openwork Partnership
✨Showcase Your Experience
Make sure to highlight your 2+ years of mortgage advice experience during the interview. Be prepared to discuss specific cases where you successfully helped clients navigate the mortgage process, as this will demonstrate your expertise and ability to provide valuable advice.
✨Communicate Clearly
Since the role requires explaining complex information simply, practice articulating your thoughts clearly. Use examples from your past experiences to illustrate how you've effectively communicated with clients and simplified intricate financial concepts.
✨Demonstrate Problem-Solving Skills
Prepare to discuss scenarios where you've encountered challenges in the mortgage application process. Highlight your analytical skills and how you approached these problems, showcasing your ability to find solutions that benefit both clients and lenders.
✨Emphasise Relationship Building
This role involves maintaining relationships with clients and lenders. Be ready to talk about your approach to building and nurturing these relationships, including any strategies you've used to ensure client satisfaction and loyalty.
