Senior Mortgage Advisor

Senior Mortgage Advisor

Full-Time 42000 - 49000 £ / year (est.) No working from home possible
Worth Recruiting

At a Glance

  • Tasks: Provide expert mortgage advice and manage warm leads for clients.
  • Company: Dynamic Estate Agency & Financial Services Group in Thanet.
  • Benefits: Competitive salary, uncapped commission, ongoing training, and a supportive team.
  • Other info: Strong internal lead generation and excellent career growth opportunities.
  • Why this job: Join a thriving team and build a rewarding career in financial services.
  • Qualifications: CeMAP qualified with proven experience in mortgage advice.

The predicted salary is between 42000 - 49000 £ per year.

An excellent opportunity for an experienced Senior Mortgage & Protection Advisor to join a busy Estate Agency & Financial Services Group with offices in the Thanet area. Immediate Requirement!

A busy Estate Agency & Financial Services Group is seeking an experienced Senior Mortgage & Protection Advisor to join their professional team. The Mortgage Services Division benefits from a strong volume of warm leads generated internally, providing consistent business opportunities and excellent earning potential.

The successful candidate must be fully CeMAP qualified (or equivalent), hold current Competent Advisor Status (CAS), and have previous experience within mortgage and protection advice. Strong communication skills, attention to detail, and the ability to build lasting client relationships within a target-focused environment are essential.

What's in it for you (Benefits):

  • Strong flow of high-quality, internally generated warm leads
  • Competitive salary with uncapped commission structure
  • Ongoing training and professional development opportunities
  • Supportive and collaborative working environment
  • Opportunity to build a long-term career within financial services

The Company:

  • Busy Estate Agency & Financial Services Group operating across the Thanet area
  • Strong internal lead generation supporting the Mortgage Services Division
  • Customer-focused business with a high-performing sales environment

What You'll Be Doing (Key Responsibilities) as a Senior Mortgage & Protection Advisor:

  • Providing expert mortgage and protection advice to residential clients
  • Managing and converting high volumes of warm, internally generated leads
  • Supporting clients through the full mortgage application and completion process
  • Ensuring all advice and processes meet FCA compliance requirements
  • Building strong relationships with estate agency colleagues to maximise referrals
  • Identifying additional sales and cross-selling opportunities

What our client is looking for (Skills & Experience):

  • Fully CeMAP qualified or equivalent mortgage qualification
  • Current Competent Advisor Status (CAS) essential
  • Proven experience as a Mortgage & Protection Advisor
  • Strong knowledge of mortgage and protection products
  • Excellent communication and relationship-building skills
  • Ability to work effectively in a target-driven environment
  • High level of accuracy and attention to detail
  • Self-managing with strong organisational skills

If you are interested in this Senior Mortgage & Protection Advisor role, please contact the Property Recruitment Team at Worth Recruiting immediately, quoting job reference: WR91008.

About Your Application:

  • Response Time: We receive a great many applications and respond as quickly as possible. If you have not heard from us within 48 working hours, please assume that on this occasion your application has not been successful.
  • Data Protection: Worth Recruiting is acting as a recruitment agency in relation to this position. By submitting your application, you consent to Worth Recruiting processing and storing your data for the purposes of your job search.
  • Confidentiality: All communications with Worth Recruiting are completely confidential. We will always need to speak with you before we are able to submit your CV to our client.

Please Note: This vacancy summary is intended as a general guide only and should not be used as a definitive job description. Our client’s job description, including details like the salary, may change without prior notice and in any case may be influenced by the skills, qualifications, previous experience, attitude, and ability of a candidate.

About Worth Recruiting:

Worth Recruiting provides a bespoke recruitment service to the Property Industry offering roles in Estate Agency, Lettings, Commercial Property, Surveying, Property Management, Financial Services, and Prop Tech.

Senior Mortgage Advisor employer: Worth Recruiting

Join a dynamic Estate Agency & Financial Services Group in Thanet, where you will thrive in a supportive and collaborative environment. With a strong flow of warm leads and a competitive salary structure, this role offers excellent earning potential and ongoing professional development opportunities, making it an ideal place for experienced Mortgage Advisors to build a long-term career in financial services.

Worth Recruiting

Contact Details:

Worth Recruiting Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Senior Mortgage Advisor

Tip Number 1

Network like a pro! Get out there and connect with people in the financial services sector. Attend local events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. 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, be ready to talk about your experience and how it aligns with their needs. Keep it concise but impactful – show them why you’re the perfect fit for the Senior Mortgage Advisor role.

Tip Number 3

Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate why you’d be an asset to their team.

Tip Number 4

Apply through our website! We’ve got loads of resources to help you land that dream job. Plus, applying directly can sometimes give you a leg up over other candidates. So, don’t hesitate – check out our listings and get your application in!

We think you need these skills to ace Senior Mortgage Advisor

CeMAP qualification or equivalent
Competent Advisor Status (CAS)
Mortgage and protection advice
Strong communication skills
Relationship-building skills
Target-driven environment experience
Attention to detail

Some tips for your application 🫡

Tailor Your CV:Make sure your CV is tailored to the Senior Mortgage & Protection Advisor role. Highlight your CeMAP qualifications, CAS status, and any relevant experience in mortgage and protection advice. 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 explain why you're the perfect fit for this role. Mention your strong communication skills and ability to build client relationships, as these are key for us.

Showcase Your Achievements:Don’t just list your responsibilities; showcase your achievements! If you've converted high volumes of leads or exceeded targets, let us know. We love seeing how you’ve made an impact in previous roles.

Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any updates. Plus, it’s super easy!

How to prepare for a job interview at Worth Recruiting

Know Your Stuff

Make sure you're fully up to speed with mortgage and protection products. Brush up on your CeMAP knowledge and be ready to discuss how you’ve applied it in previous roles. This will show that you’re not just qualified, but also experienced and confident in your expertise.

Showcase Your Communication Skills

As a Senior Mortgage Advisor, strong communication is key. Prepare examples of how you've built relationships with clients and colleagues in the past. Think about specific situations where your communication made a difference, especially in converting leads or resolving issues.

Demonstrate Your Organisational Skills

In a target-driven environment, being organised is crucial. Be ready to share how you manage your workload, especially when dealing with high volumes of leads. Discuss any tools or methods you use to stay on top of your tasks and ensure compliance with FCA requirements.

Prepare for Scenario Questions

Expect scenario-based questions that assess your problem-solving abilities. Think about potential challenges you might face as a Senior Mortgage Advisor and how you would handle them. This could include managing client expectations or navigating complex applications.