At a Glance
- Tasks: Advise clients on mortgages and protection products while managing hot leads.
- Company: Dynamic estate agency and financial services group in Basildon.
- Benefits: Competitive salary, attractive commission, ongoing training, and career growth.
- Other info: Professional environment with strong lead generation and development opportunities.
- Why this job: Join a supportive team and make a real impact in financial services.
- Qualifications: CeMAP qualified with experience in mortgage advisory.
The predicted salary is between 65000 - 65000 £ per year.
An exciting opportunity for a qualified Mortgage & Protection Advisor to manage hot leads, provide tailored financial advice, and deliver mortgage and protection solutions within a busy estate agency environment.
We are recruiting on behalf of a successful estate agency and financial services group with offices in the Basildon area who are seeking an experienced Mortgage & Protection Advisor. The role offers access to a strong flow of leads generated internally, supporting consistent business opportunities. Any candidates applying for this role should be CeMAP or equivalent qualified and have CAS.
What's in it for you (Benefits):
- Strong flow of quality internally generated leads
- Competitive salary with attractive commission structure
- Ongoing training and professional development opportunities
- Supportive and professional working environment
- Opportunity to build a long-term career within financial services
The Company:
- Busy estate agency and financial services group based in Sevenoaks
- Customer-focused business supporting residential buyers
- Professional and collaborative team environment
What You'll Be Doing (Key Responsibilities) as a Mortgage & Protection Advisor:
- Advising clients on suitable mortgage and protection products
- Managing and converting internally generated leads
- Supporting clients through the mortgage application and approval process
- Maintaining compliance with FCA regulations and company procedures
- Building strong relationships with buyers, lenders, and estate agency colleagues
- Keeping up to date with mortgage products, lenders, and market changes
What our client is looking for (Skills & Experience):
- Fully CeMAP qualified or equivalent mortgage qualification
- Previous experience as a Mortgage & Protection Advisor
- Strong understanding of mortgage and protection products
- Excellent communication and customer service skills
- Ability to manage and convert a strong lead pipeline
- Organised with strong attention to detail
- Professional and proactive approach to client relationships
- Full UK driving licence preferred
Senior Mortgage Advisor in Basildon employer: Vincere
Vincere is an exceptional employer, offering a dynamic work environment in the heart of London where innovation and collaboration thrive. With a strong focus on employee growth, the firm provides a genuine partnership platform and opportunities for cross-firm collaboration, ensuring that you can develop your career while making a significant impact in the M&A sector. Join us to be part of a supportive culture that values high-quality, commercially focused advice and fosters meaningful client relationships.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Mortgage Advisor in Basildon
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Vincere. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Vincere.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Vincere. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Senior Mortgage Advisor in Basildon
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Vincere and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Vincere how you can be a team player!
How to prepare for a job interview at Vincere
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Vincere.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Vincere's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
