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- Tasks: Provide expert mortgage advice and manage warm leads for clients.
- Company: Dynamic Estate Agency & Financial Services Group in Southsea.
- Benefits: Competitive salary, uncapped commission, ongoing training, and a supportive team.
- Other info: Great career growth opportunities in a customer-focused environment.
- Why this job: Join a thriving team and make a real impact in financial services.
- Qualifications: Fully CeMAP qualified with proven experience in mortgage advice.
The predicted salary is between 42000 - 56000 £ 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 Southsea area.
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 Southsea 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: WR89454.
Senior Mortgage Advisor in Southsea employer: Worth Recruiting
Contact Detail:
Worth Recruiting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Mortgage Advisor in Southsea
✨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 current employees at companies you’re interested in. 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 potential employers or recruiters, make sure you can confidently explain who you are, what you do, and why you’d be a great fit for their team. Keep it concise and engaging – first impressions matter!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. Mention something specific from your conversation to remind them of your chat and reinforce your interest in the position.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities listed, and applying directly can sometimes give you an edge. Plus, it shows you’re proactive and really keen on joining the team. Don’t miss out on your dream job!
We think you need these skills to ace Senior Mortgage Advisor in Southsea
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 showcase your communication skills and explain why you're the perfect fit for this role. Don’t forget to mention your ability to build client relationships and work in a target-driven environment.
Showcase Your Achievements: When detailing your experience, focus on your achievements rather than just responsibilities. Share specific examples of how you've converted leads or built strong client relationships. We love seeing numbers and success stories!
Apply Through Our Website: We encourage you to apply through our website for a smoother application 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 real scenarios. This shows you’re not just qualified, but also experienced and confident.
✨Build Rapport
Since strong communication skills are key for this role, practice building rapport during the interview. Use active listening and ask insightful questions about the company’s approach to client relationships. This will demonstrate your ability to connect with clients and colleagues alike.
✨Showcase Your Success
Prepare to share specific examples of how you've managed and converted leads in the past. Highlight any achievements that showcase your ability to work in a target-driven environment. Numbers speak volumes, so if you can, quantify your successes!
✨Ask Smart Questions
At the end of the interview, have a few thoughtful questions ready. Inquire about the support and training opportunities available, or how the team collaborates to maximise referrals. This shows your genuine interest in the role and the company culture.