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- Tasks: Provide expert mortgage and protection advice to clients over the phone.
- Company: Join First Mortgage, a leading UK mortgage broker with 25+ years of experience.
- Benefits: Enjoy a competitive salary, uncapped bonuses, 33 days leave, and career development opportunities.
- Why this job: Be part of an award-winning team in a dynamic environment focused on exceptional customer service.
- Qualifications: CeMAP qualified with experience in mortgage and protection advice is essential.
- Other info: Flexible working hours with a supportive team and a strong focus on compliance.
The predicted salary is between 31200 - 60000 £ per year.
Location: Baillieston, G69 6GA
Contract: Full-Time, Permanent
Hours: Monday to Friday (with every second Saturday required, but will get a day back the following week for this)
Benefits:
- Career development opportunities
- Competitive salary starting at £31,200
- Uncapped bonus structure with realistic OTE of £60,000+
- Performance-based bonus schemes and commission pay
- 33 days of annual leave
- Fantastic benefits scheme
- A referral programme to reward successful introductions
About Us: First Mortgage are one of the UK’s longest established mortgage brokers and have been providing free impartial mortgage advice for over 25 years. Originally established in Scotland, we have since expanded our free mortgage advice services to cover the whole of the UK, securing our clients many billions of mortgages in the process.
Job Role: First Mortgage are seeking experienced Mortgage & Protection Advisers to join our award-winning team. This is a fantastic opportunity for the right individual to contribute exceptional advice and customer service within our retention operation.
Main Responsibilities:
- Deliver expert mortgage and protection advice over the phone to clients, focusing on renewals and maximising case sizes
- Clearly communicate the company’s value proposition and the benefits to clients
- Provide protection advice in line with mortgage offerings
- Achieve consistent sales targets in the mortgage and protection sector
- Ensure all advice is compliant with FCA standards and regulations
- Work in a consistent and compliant manner to FCA standards
- Take on a minimum of 20 pre-qualified appointments each month from an existing client base
- Handle appointments and consultations in a flexible manner
- Collaborate with a dedicated Case Manager to ensure successful client outcomes
Knowledge, Skills & Experience:
- CeMAP qualified
- Previous experience in delivering mortgage & protection advice is essential
- Demonstrated track record of achieving sales targets
- Ability to provide telephone-based client advice
- Strong knowledge of mortgage and protection products
If you’re passionate about providing exceptional customer service and have the experience and qualifications to deliver high-quality mortgage and protection advice, we’d love to hear from you!
Mortgage & Protection Adviser employer: Tribepost Ltd
Contact Detail:
Tribepost Ltd 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 and protection products available in the market. This knowledge will not only boost your confidence during interviews but also demonstrate your commitment to staying updated in a fast-paced industry.
✨Tip Number 2
Network with current or former Mortgage & Protection Advisers. They can provide valuable insights into the role and the company culture at First Mortgage, which can help you tailor your approach when discussing your fit for the position.
✨Tip Number 3
Prepare to discuss specific examples of how you've achieved sales targets in previous roles. Highlighting your success stories will showcase your ability to deliver results, which is crucial for this position.
✨Tip Number 4
Understand the FCA standards and regulations that govern mortgage advice. Being well-versed in compliance will not only impress your interviewers but also show that you take your responsibilities seriously as an adviser.
We think you need these skills to ace Mortgage & Protection Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in mortgage and protection advice. Include specific achievements, such as sales targets met or exceeded, to demonstrate your capability.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for customer service and your understanding of the mortgage industry. Mention your CeMAP qualification and any previous roles that align with the responsibilities outlined in the job description.
Highlight Compliance Knowledge: Since compliance with FCA standards is crucial for this role, emphasise your understanding of these regulations in your application. Provide examples of how you've adhered to compliance in past positions.
Showcase Communication Skills: As the role involves delivering advice over the phone, highlight your communication skills. You could include examples of successful client interactions or how you’ve effectively communicated complex information in previous roles.
How to prepare for a job interview at Tribepost Ltd
✨Know Your Products
Make sure you have a solid understanding of mortgage and protection products. Be prepared to discuss specific products and how they can benefit clients, as this will demonstrate your expertise and ability to provide tailored advice.
✨Showcase Your Sales Achievements
Be ready to share examples of how you've consistently met or exceeded sales targets in previous roles. Use specific metrics or success stories to illustrate your track record, as this will highlight your capability to achieve results.
✨Understand FCA Regulations
Familiarise yourself with the Financial Conduct Authority (FCA) standards and regulations relevant to mortgage advice. Being able to discuss compliance confidently will show that you take your responsibilities seriously and understand the importance of regulatory adherence.
✨Prepare for Role-Play Scenarios
Expect to engage in role-play during the interview, where you may need to demonstrate how you would handle client consultations. Practising these scenarios beforehand can help you articulate your approach to providing exceptional customer service effectively.
