Mortgage Advisor

Mortgage Advisor

Full-Time 42000 - 84000 ÂŁ / year (est.) No home office possible
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At a Glance

  • Tasks: Advise clients on mortgages and protection products while managing leads and providing excellent service.
  • Company: Join a thriving estate agency in Medway with strong growth potential.
  • Benefits: Competitive salary with uncapped OTE, supportive environment, and ongoing training.
  • Why this job: Make a real impact in the property industry with warm leads and career progression.
  • Qualifications: Must be fully CeMAP qualified with proven sales experience and strong communication skills.
  • Other info: Dynamic role with a 5-day working week and opportunities for personal development.

The predicted salary is between 42000 - 84000 ÂŁ per year.

A fantastic opportunity has arisen for a qualified and experienced Mortgage & Protection Advisor to join a thriving estate agency in the Medway area offering high hot lead volumes, strong earnings, and career growth opportunities. The ideal candidate will have relevant industry qualifications including CeMAP, be CAS, have experience in advising on mortgages and protection, and the drive to work in a lead-rich environment.

What You’ll Be Doing (Key Responsibilities)

  • Advising clients on mortgage and protection products
  • Managing leads generated from the estate agency team
  • Providing excellent customer service and tailored financial solutions
  • Cross‑selling protection and other financial products
  • Ensuring compliance and accurate record‑keeping
  • Achieving and exceeding individual and team sales targets

What We’re Looking For (Skills & Experience)

  • Experience as a Mortgage Advisor
  • Fully CeMAP (or equivalent) qualified
  • Current Competent Advisor Status (CAS)
  • Proficiency with mortgage‑specific software
  • Proven sales performance and cross‑selling ability
  • Professional, articulate, and well‑presented
  • Strong communication and rapport‑building skills
  • Self‑motivated and target‑driven
  • Ability to work in a fast‑paced environment
  • Full UK driving licence

What’s In It For You

  • 5‑day working week
  • Competitive basic salary
  • OTE of 60000 (Uncapped)
  • Employed position
  • Regular warm leads from a busy estate agency branch
  • Career progression within a respected and growing company
  • Supportive working environment with ongoing training

Ready to take the next step in your property career? If you are interested in this Mortgage & Protection Advisor role please contact the Property Recruitment Team at Worth Recruiting today.

Mortgage Advisor employer: Worth Recruiting

At Worth Recruiting, we pride ourselves on being an exceptional employer in the financial services sector, particularly for our Mortgage & Protection Advisors in Medway. With a competitive salary structure and uncapped earnings potential, we offer a supportive work environment that fosters professional growth through ongoing training and career progression opportunities. Our team enjoys a vibrant culture with a steady stream of warm leads from a busy estate agency, ensuring that every advisor can thrive and achieve their sales targets while delivering outstanding customer service.
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Contact Detail:

Worth Recruiting Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage Advisor

✨Tip Number 1

Network like a pro! Reach out to your contacts in the property and financial services sectors. You never know who might have a lead or a recommendation that could land you that Mortgage Advisor role.

✨Tip Number 2

Prepare for interviews by brushing up on your product knowledge and sales techniques. Be ready to showcase your experience with mortgages and protection products, as well as your ability to build rapport with clients.

✨Tip Number 3

Don’t just apply anywhere; focus on companies that align with your career goals. Check out our website for opportunities that match your skills and aspirations in the mortgage and protection advisory space.

✨Tip Number 4

Follow up after interviews! A quick thank-you email can set you apart from other candidates. It shows your enthusiasm for the role and keeps you fresh in the interviewer's mind.

We think you need these skills to ace Mortgage Advisor

CeMAP
Competent Advisor Status (CAS)
Mortgage Advising
Customer Service
Sales Performance
Cross-Selling
Communication Skills
Rapport-Building
Self-Motivation
Target-Driven
Organisational Skills
Proficiency with Mortgage-Specific Software
Ability to Work in a Fast-Paced Environment
Full UK Driving Licence

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Mortgage Advisor role. Highlight your CeMAP qualifications, CAS status, and any relevant experience in advising on mortgages and protection products. We want to see how you fit into our team!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for the property industry and your sales achievements. Let us know why you're the perfect fit for this role and how you can contribute to our success.

Showcase Your Communication Skills: As a Mortgage Advisor, strong communication is key. In your application, demonstrate your ability to build rapport and provide excellent customer service. We love candidates who can connect with clients and make them feel valued!

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 the role. Plus, it shows us you’re proactive and keen to join our team!

How to prepare for a job interview at Worth Recruiting

✨Know Your Stuff

Make sure you brush up on your mortgage and protection products. Familiarise yourself with the latest trends and regulations in the financial services sector. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.

✨Showcase Your Sales Skills

Prepare to discuss your previous sales performance and how you've successfully cross-sold products in the past. Use specific examples to illustrate your achievements, as this will demonstrate your ability to meet and exceed targets in a lead-rich environment.

✨Practice Your Communication

As a Mortgage Advisor, strong communication skills are key. Practice articulating your thoughts clearly and concisely. You might even want to do a mock interview with a friend to get comfortable discussing complex financial concepts in an easy-to-understand way.

✨Be Ready for Compliance Questions

Since compliance is crucial in the financial services industry, be prepared to discuss how you ensure accurate record-keeping and adhere to regulations. Highlight any relevant experience you have in maintaining compliance standards in your previous roles.

Mortgage Advisor
Worth Recruiting
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