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- Tasks: Advise clients on tailored mortgage and protection solutions while managing warm leads.
- Company: Join a successful estate agency and financial services group in Portsmouth.
- Benefits: Competitive OTE of £70k, full-time position with strong lead flow.
- Other info: Dynamic environment with opportunities to exceed sales targets and grow your career.
- Why this job: Make a real impact by helping clients secure their financial futures.
- Qualifications: Must have experience as a Mortgage & Protection Advisor and relevant qualifications.
The predicted salary is between 42000 - 56000 £ 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 in Portsmouth who are seeking an experienced Mortgage & Protection Advisor. The role offers access to a strong flow of leads generated internally, supporting consistent business opportunities.
What You'll Be Doing (Key Responsibilities):
- Advise clients on mortgage and protection products tailored to their needs
- Manage and convert warm leads generated by the sales team
- Conduct client consultations and fact-finding to assess financial requirements
- Recommend suitable mortgage and insurance solutions
- Maintain accurate records and ensure compliance with regulatory standards
- Cross-sell protection products to maximise revenue opportunities
- Work towards and exceed sales targets
- Build and maintain strong relationships with clients and internal teams
- Keep up to date with market trends, products, and regulatory changes
What We're Looking For (Skills & Experience):
- Previous experience as a Mortgage & Protection Advisor
- CeMAP (or equivalent) qualification
- Current Competent Advisor Status (CAS)
- Experience using mortgage-specific software
- Strong sales ability with experience in cross-selling
Mortgage Advisor in Portsmouth employer: Worth Recruiting - Property Industry Recruitment
Contact Detail:
Worth Recruiting - Property Industry Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Advisor in Portsmouth
✨Tip Number 1
Network like a pro! Get out there and connect with people in the property and financial services industry. Attend local events, join relevant online groups, and don’t be shy to reach out to potential employers directly. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your pitch! When you get the chance to meet someone from the company or during an interview, make sure you can clearly explain why you're the perfect fit for the Mortgage & Protection Advisor role. Highlight your experience, skills, and how you can help them manage those hot leads.
✨Tip Number 3
Stay updated on market trends! As a Mortgage & Protection Advisor, it’s crucial to know what’s happening in the industry. Read up on the latest news, products, and regulations so you can impress during interviews and show that you’re genuinely interested in the role.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can give you a better chance of standing out. Plus, it shows you’re proactive and really keen on landing that Mortgage & Protection Advisor position!
We think you need these skills to ace Mortgage Advisor in Portsmouth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Mortgage & Protection Advisor. We want to see how you've managed leads and provided tailored financial advice, so don’t hold back on those details!
Showcase Your Skills: In your cover letter, emphasise your sales ability and experience with mortgage-specific software. We’re looking for someone who can hit the ground running, so let us know how you’ve excelled in these areas.
Be Personable: Remember, this role is all about building relationships! Use your application to show us your personality and how you connect with clients. A friendly tone can go a long way in making your application stand out.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Don’t miss out!
How to prepare for a job interview at Worth Recruiting - Property Industry Recruitment
✨Know Your Stuff
Make sure you brush up on your mortgage and protection products. Understand the latest market trends and regulatory changes, as this will show your potential employer that you're not just qualified but also genuinely interested in the field.
✨Practice Makes Perfect
Conduct mock interviews with a friend or family member. Focus on common questions for Mortgage Advisors, like how you would handle a difficult client or how you approach fact-finding consultations. This will help you articulate your thoughts clearly during the actual interview.
✨Showcase Your Sales Skills
Be prepared to discuss your previous sales experiences and how you've successfully converted leads in the past. Use specific examples to demonstrate your strong sales ability and how you’ve exceeded targets in your previous roles.
✨Build Rapport
During the interview, focus on building a connection with your interviewer. Ask insightful questions about the company culture and team dynamics. This not only shows your interest but also helps you gauge if the company is the right fit for you.