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For Companies At a Glance
- Tasks: Help clients achieve their property dreams with expert mortgage and protection advice.
- Company: Join a respected and growing financial services brokerage in Rochdale.
- Benefits: Earn a competitive salary plus commission, with all leads provided.
- Why this job: Make a real difference in people's lives while enjoying a supportive team environment.
- Qualifications: Experience as a Mortgage & Protection Advisor and strong communication skills required.
- Other info: Enjoy a positive workplace culture with excellent career growth opportunities.
A respected and growing Financial Services brokerage are looking for a superstar Mortgage & Protection Advisor to join them. Their established introducer channels means plenty of warm, quality leads and extensive database (no endless cold calling!) provides you the optimal platform to help people turn their property dreams into reality and be rewarded handsomely for doing so!
This company have built a brilliant client base over the years, and many of their mortgage and protection products are now coming up for review. So we’re on the lookout for a service-led, relationship-driven advisor who loves reconnecting with clients, spotting opportunities, and giving advice that really makes a difference.
As the new Mortgage & Protection Advisor, you’ll be the friendly expert clients turn to for clear, honest advice. You’ll work with a ready-made database of existing and previous clients and be tasked with reviewing mortgages, remortgages, product transfers, and protection plans and helping your clients make smart, confident choices.
This company believe in providing clear, robust, holistic advice... and protection insurance sits at the heart of this. So, if you’re the kind of person who gets genuine satisfaction from protecting families and helping clients achieve their goals, you’ll fit right in.
What You’ll Be Doing...- Building lasting relationships with clients and keeping in touch when their needs change.
- Giving expert, jargon-free advice on mortgages, remortgages, and buy-to-let options.
- Advising clients on life and critical illness to income protection.
- Keeping your client records sharp, your recommendations compliant, and your standards sky-high.
- Making the most of the existing client base while growing new business through referrals and your own initiative.
- A proven background as a Mortgage & Protection Advisor, ideally with strong track record of protection insurance sales.
- CeMAP (or equivalent) qualification and full FCA compliance.
- CAS status and the confidence to work independently.
- A knack for Protection Insurance advice and sales.
- Brilliant communication skills. You'll be friendly, professional, and easy to talk to.
- Drive, self-motivation, and a genuine passion for helping people make great financial choices.
- A positive attitude and a team player’s mindset.
- £30,000 - £35,000 salary + commission (OTE £50K+)
- Company pension scheme
- All leads provided
- A supportive, down-to-earth team that actually enjoys what they do
Interested? Contact Sarah or Sophie at Hardy Booth Recruitment for more information, or apply today to be considered!
Mortgage & Protection Advisor in Rochdale employer: We Are PROPA Limited
Contact Detail:
We Are PROPA Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage & Protection Advisor in Rochdale
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend local events, join online forums, or even hit up social media groups. The more people you know, the better your chances of landing that Mortgage & Protection Advisor role.
✨Tip Number 2
Practice your pitch! You never know when an opportunity might pop up, so be ready to explain why you're the perfect fit for the job. Keep it friendly and professional, just like the advice you'll be giving to clients.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. Plus, it keeps you fresh in their minds as they make their decision.
✨Tip Number 4
Apply through our website! We’ve got all the latest roles listed, and applying directly can sometimes give you an edge. Plus, it shows you’re serious about joining our awesome team!
We think you need these skills to ace Mortgage & Protection Advisor in Rochdale
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for helping clients shine through. We want to see that you genuinely care about making a difference in people's lives, especially when it comes to their financial choices.
Be Clear and Concise: Avoid jargon and keep your language straightforward. We appreciate clarity, so make sure your application reflects your ability to communicate complex ideas simply, just like you would with clients.
Highlight Relevant Experience: Make sure to showcase your background as a Mortgage & Protection Advisor. We’re looking for specific examples of how you've successfully helped clients in the past, especially in protection insurance sales.
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity!
How to prepare for a job interview at We Are PROPA Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of mortgages and protection insurance. Be ready to discuss different products, their benefits, and how they can help clients achieve their financial goals. This shows that you're not just a candidate, but a knowledgeable advisor who can provide real value.
✨Showcase Your People Skills
As a Mortgage & Protection Advisor, building relationships is key. Prepare examples of how you've successfully connected with clients in the past. Highlight your communication skills and your ability to explain complex concepts in a simple, jargon-free way. This will demonstrate that you’re the friendly expert they’re looking for.
✨Be Ready to Discuss Compliance
Familiarise yourself with FCA regulations and compliance standards relevant to the role. Be prepared to discuss how you ensure your recommendations are compliant and how you keep client records sharp. This will show that you take your responsibilities seriously and understand the importance of maintaining high standards.
✨Demonstrate Your Passion
Let your genuine passion for helping people shine through during the interview. Share stories about how you've made a difference in clients' lives by providing sound financial advice. This will resonate with the interviewers and show that you align with their values of service-led, relationship-driven advice.
