At a Glance
- Tasks: Advise clients on personal and business protection solutions while managing a portfolio of high-net-worth clients.
- Company: Fast-growing, whole-of-market mortgage brokerage with a supportive team culture.
- Benefits: Consistent flow of warm leads, focus on advising, and strong career growth potential.
- Other info: Office-based role in Thurrock, Monday to Friday.
- Why this job: Build long-term relationships and make a real difference in clients' financial security.
- Qualifications: Minimum 2 years in financial services or protection sales with strong communication skills.
The predicted salary is between 40000 - 60000 £ per year.
We are seeking an experienced Protection Adviser to join a fast-growing, whole-of-market mortgage brokerage. Working closely with a team of mortgage brokers, you will advise clients on a wide range of personal and business protection solutions, supporting both retail and high-net-worth clients already engaged in financial services such as residential mortgages, commercial mortgages, and bridging finance.
This role benefits from a consistent flow of warm, pre-qualified leads, allowing you to focus on advising, building trust, and developing long-term client relationships rather than sourcing business.
- Working closely with mortgage brokers to support wider client needs
- Managing a portfolio of retail and high-net-worth clients
- Life Insurance
- Critical Illness Cover
- Advising on key business protection policies
- Building strong, long-term client relationships
- Ensuring all advice is fully compliant with FCA and regulatory requirements
- Working towards and exceeding individual performance targets
Minimum of 2 years experience in financial services or protection sales
- Strong communication and relationship-building skills
- Target-driven with a strong commercial mindset
- Exposure to high-net-worth and commercial clients
Office-based role, Monday to Friday in Thurrock.
HNW Mortgage Adviser employer: Trade Recruit
Join a dynamic and rapidly expanding mortgage brokerage in Thurrock, where you will thrive in a supportive work culture that prioritises employee growth and development. With access to a steady stream of warm leads, you can focus on building meaningful relationships with high-net-worth clients while enjoying a collaborative environment that encourages professional advancement and compliance excellence.
StudySmarter Expert Advice🤫
We think this is how you could land HNW Mortgage Adviser
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Trade Recruit. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace HNW Mortgage Adviser
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Trade Recruit.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Trade Recruit's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Trade Recruit
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Trade Recruit.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Trade Recruit will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Trade Recruit employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
