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For Companies At a Glance
- Tasks: Provide tailored mortgage advice and manage client relationships from start to finish.
- Company: Dynamic mortgage advisory firm with a focus on client success.
- Benefits: Generous commission splits, flexible working, and ongoing training support.
- Why this job: Join a supportive team and make a real difference in clients' lives.
- Qualifications: CeMAP or equivalent certification and strong communication skills.
- Other info: Opportunity for career growth into full financial advice.
The predicted salary is between 36000 - 60000 £ per year.
Location: Cranleigh (Hybrid working available)
About the Role
We are looking for a driven Mortgage Advisor to provide tailored mortgage and protection advice to clients. You will receive full training and ongoing support, including lead generation, marketing resources, and coaching in client development. With flexible hybrid working in modern offices, this role is perfect for someone passionate about delivering excellent advice and outstanding customer service.
Key Responsibilities
- Provide expert mortgage and protection advice to clients
- Manage cases from enquiry through to completion
- Build and maintain strong client relationships to generate referrals
- Keep up-to-date with industry knowledge and CPD requirements
Requirements
- CeMAP or CII Certificate in Mortgage Advice (or equivalent)
- Located within 60 minutes of Cranleigh for training and team activities
- Excellent communication skills and ability to build rapport quickly
Benefits
- Generous commission splits of up to 70% on self-generated business
- Flexible hybrid working and modern office environment
- Quality lead support and marketing resources
- Ongoing training, CPD, and pathway to CAS
- Administrative support as volumes increase
- Potential to move into full financial advice
If you are ambitious, client-focused, and looking to grow your career in mortgage advice, apply today!
Please note, due to volume, we are unable to respond to unsuccessful applications.
IFA - Mortgage advisor - self employed in Cranleigh employer: Wise Monkey Recruitment ltd
Contact Detail:
Wise Monkey Recruitment ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA - Mortgage advisor - self employed in Cranleigh
✨Tip Number 1
Network like a pro! Get out there and connect with other professionals in the mortgage industry. Attend local events, join online forums, and don’t be shy about reaching out on LinkedIn. Building relationships can lead to referrals and opportunities that you won’t find on job boards.
✨Tip Number 2
Showcase your expertise! Create a personal brand by sharing valuable content related to mortgages and protection advice on social media. This not only positions you as an expert but also attracts potential clients who are looking for guidance.
✨Tip Number 3
Practice your pitch! When you get the chance to meet potential clients or employers, have a clear and engaging introduction ready. Highlight your skills, experience, and what makes you unique as a Mortgage Advisor. Confidence is key!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got all the resources you need to succeed, from training to marketing support. Plus, applying directly shows your enthusiasm and commitment to joining our team. Let’s make it happen!
We think you need these skills to ace IFA - Mortgage advisor - self employed in Cranleigh
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in mortgage advice. We want to see how your skills align with the role, so don’t hold back on showcasing your expertise!
Showcase Your Communication Skills: Since excellent communication is key for this role, use your application to demonstrate your ability to build rapport. A friendly tone and clear language can go a long way in making a great first impression.
Highlight Your Client Focus: We’re looking for someone who’s passionate about delivering outstanding customer service. Share examples of how you’ve gone above and beyond for clients in the past to show us you’re the right fit!
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to receive your details and keep everything organised!
How to prepare for a job interview at Wise Monkey Recruitment ltd
✨Know Your Stuff
Make sure you brush up on your mortgage and protection advice knowledge. Familiarise yourself with the latest industry trends and regulations, as well as the specifics of the role. This will not only help you answer questions confidently but also show that you're genuinely interested in the field.
✨Showcase Your Communication Skills
As a Mortgage Advisor, building rapport is key. During the interview, practice active listening and articulate your thoughts clearly. Use examples from your past experiences to demonstrate how you've successfully communicated with clients and built relationships.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the company culture, training opportunities, and client management processes. This shows that you're engaged and serious about finding the right fit for both you and the company.
✨Highlight Your Ambition
Since this role is perfect for someone ambitious, make sure to convey your career goals and how they align with the company's vision. Discuss your desire for growth and how you plan to leverage the training and support offered to excel in your role.
