Mortgage and Protection Adviser

Mortgage and Protection Adviser

Full-Time 30000 - 40000 £ / year (est.) No home office possible
The Recruitment Experts

At a Glance

  • Tasks: Advise clients on mortgage solutions and manage cases from start to finish.
  • Company: Established financial planning firm in Manchester with a client-focused approach.
  • Benefits: Competitive salary, commission structure, flexible hybrid working, and existing client leads.
  • Why this job: Join a supportive team and make a real impact in clients' financial journeys.
  • Qualifications: Experience in the mortgage industry and strong client-facing communication skills.
  • Other info: Dynamic environment with opportunities for growth and development.

The predicted salary is between 30000 - 40000 £ per year.

My client is a well-established, client-focused financial planning firm based in Manchester. Known for its personalised approach, the business supports clients across mortgages, pensions, and investments, with a strong emphasis on long-term relationships and quality advice. They’re now looking to bring in an experienced Mortgage Consultant to support continued growth.

The Role

This is a hybrid position combining office and remote working, where you’ll be responsible for advising clients on mortgage solutions and supporting them throughout the full application process. You’ll be working with a mix of existing clients and new leads, alongside a team of financial advisers, giving you strong access to warm opportunities from day one.

Key Responsibilities

  • Advise clients on suitable mortgage and financing options
  • Manage cases from initial enquiry through to completion
  • Liaise with lenders and third parties to ensure smooth processing
  • Maintain strong client relationships and deliver a high level of service
  • Keep up to date with mortgage regulations and market changes
  • Generate your own business alongside working provided leads

What They’re Looking For

  • Experience within the mortgage industry
  • Strong knowledge of mortgage products and lending criteria
  • Confident communicator with strong client-facing skills
  • Ability to manage your own pipeline and workload
  • Comfortable working in a hybrid environment

What’s on Offer

  • Basic salary between £30,000 – £40,000
  • Commission structure based on provided leads and self-generated business
  • Existing client bank and leads provided
  • Flexible hybrid working
  • Supportive, growing business with strong lead flow

Mortgage and Protection Adviser employer: The Recruitment Experts

Join a well-established financial planning firm in Manchester that prioritises client relationships and quality advice. With a supportive work culture, flexible hybrid working arrangements, and strong lead flow, this role offers excellent opportunities for professional growth and the chance to make a meaningful impact in clients' lives.
The Recruitment Experts

Contact Detail:

The Recruitment Experts Recruiting Team

StudySmarter Expert Advice 🤫

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

✨Tip Number 1

Network like a pro! Get out there and connect with people in the mortgage industry. Attend local events, join online forums, or even hit up LinkedIn. The more connections you make, the better your chances of landing that dream job.

✨Tip Number 2

Practice your pitch! You never know when you'll meet someone who could help you land a job. Prepare a quick summary of your experience and what you can bring to the table as a Mortgage Consultant. Keep it concise and engaging!

✨Tip Number 3

Follow up after interviews! A simple thank-you email can go a long way. It shows you're genuinely interested in the position and helps keep you top of mind for the hiring team. Plus, it’s a great chance to reiterate why you’re the perfect fit.

✨Tip Number 4

Don’t forget to apply through our website! We’ve got loads of resources to help you ace your job search. Plus, applying directly can sometimes give you an edge over other candidates. Let’s get you that Mortgage and Protection Adviser role!

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

Mortgage Industry Experience
Knowledge of Mortgage Products
Understanding of Lending Criteria
Client-Facing Skills
Communication Skills
Pipeline Management
Workload Management
Hybrid Working Adaptability
Relationship Management
Regulatory Knowledge
Business Development Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV speaks directly to the role of Mortgage and Protection Adviser. Highlight your experience in the mortgage industry and any relevant qualifications that show you know your stuff when it comes to mortgage products and lending criteria.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your client-focused approach and how you’ve built strong relationships in previous roles. Don’t forget to mention your ability to manage your own pipeline and workload, as this is key for the hybrid position.

Showcase Your Communication Skills: As a Mortgage Consultant, being a confident communicator is crucial. In your application, give examples of how you've effectively communicated with clients and third parties in the past. This will help us see how you can maintain those strong client relationships.

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates about your application status!

How to prepare for a job interview at The Recruitment Experts

✨Know Your Mortgage Stuff

Make sure you brush up on your knowledge of mortgage products and lending criteria. The interviewers will likely ask you specific questions about these topics, so being well-prepared will show that you're serious about the role.

✨Showcase Your Client Skills

Since this role is all about building strong client relationships, be ready to share examples of how you've successfully managed client interactions in the past. Highlight your communication skills and any strategies you've used to maintain long-term relationships.

✨Prepare for Hybrid Work Questions

As this position involves both office and remote work, think about how you manage your time and workload in a hybrid environment. Be prepared to discuss your approach to staying organised and productive while working from home.

✨Demonstrate Your Proactivity

The job requires generating your own business alongside provided leads, so come prepared with ideas on how you would go about this. Share any past experiences where you've successfully built your own client base or led initiatives to attract new clients.

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