At a Glance
- Tasks: Provide tailored mortgage advice and support customers in their home-buying journey.
- Company: Established mortgage and financial services business with a strong focus on customer and employee satisfaction.
- Benefits: Competitive salary, uncapped commission, car allowance, and extensive holiday benefits.
- Other info: Enjoy a supportive environment with guaranteed leads and opportunities for career progression.
- Why this job: Join a successful team and help people achieve their property dreams while earning great rewards.
- Qualifications: Experienced mortgage adviser, ideally CeMAP 1 qualified or with CAS status.
Our client is an established mortgage and financial services business working closely with local estate agency partners to support customers throughout their home-buying journey. They have a strong customer and employee focus, offering quality leads, dedicated administrative support, career development and recognition for high performers.
The Package
- Salary of £31,000 plus a supporting payment guarantee for a fixed period, with realistic earnings of around £70,000 including uncapped commission.
- You will receive either a £3,500 car allowance or company car, with a full driving licence essential.
- The role is five days per week, including Saturdays, with two Saturdays off per month.
- Hours are Monday to Friday 8.30am–5.30pm and Saturday 9.00am–5.00pm, with the option to work from home one day per week.
The Role
As a Senior Mortgage Advisor, you will meet customers to understand their needs and provide tailored mortgage advice, identifying suitable solutions for their circumstances. You will promote insurance and protection products, generate new business from existing customers and work closely with estate agency colleagues and lenders to maximise opportunities. You will also ensure all advice is fully compliant with FCA requirements. The business provides warm leads and dedicated administrative support, including up to 15 guaranteed appointments per week, allowing you to focus on advising customers and achieving your targets.
About You
You will be an experienced mortgage adviser, ideally CeMAP 1 qualified or with CAS status, with a strong track record of providing quality mortgage advice. You will be driven, commercially focused and confident building relationships with customers and colleagues. A genuine passion for helping people achieve their property ambitions is essential. You should share the values of courtesy, honesty, trust, and respect, with a commitment to delivering an excellent customer experience. A full driving licence is essential.
The Opportunity
This is a fantastic opportunity for an experienced mortgage adviser to join a successful and customer-focused business, with strong earning potential, quality leads, excellent support, and genuine opportunities for career progression.
Great Company Benefits
- 33 days' holiday increasing with service, an extra day off for your birthday, profit share, holiday commission, pension, life insurance, private medical healthcare, top achiever incentives and trips, employee assistance, and a structured career path.
Senior Mortgage Advisor in Saint Peters employer: U and P Recruitment Ltd
As a leading house builder in the Dorset area, our company offers an exceptional work environment for New Homes Sales Advisors, characterised by a supportive culture that prioritises employee development and success. With a competitive salary, attractive commission structure, and opportunities for career growth, we empower our team to excel in their roles while providing outstanding customer service. Join us to be part of a dynamic team that values professionalism and fosters a rewarding career in the property sector.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Mortgage Advisor in Saint Peters
✨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 U and P Recruitment Ltd. 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 Senior Mortgage Advisor in Saint Peters
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 U and P Recruitment Ltd.
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 U and P Recruitment Ltd'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 U and P Recruitment Ltd
✨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 U and P Recruitment Ltd.
✨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 U and P Recruitment Ltd 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 U and P Recruitment Ltd 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.
