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For Companies At a Glance
- Tasks: Build relationships and provide expert advice on mortgages and protection products.
- Company: Scout Financial Services is a dynamic, customer-focused financial advisory firm.
- Benefits: Enjoy remote work, generous holiday allowance, performance bonuses, and wellbeing discounts.
- Why this job: Join a supportive culture with dedicated training and opportunities for high earnings.
- Qualifications: Must have CeMAP or MAQ certification and experience in mortgage advising.
- Other info: This role offers a chance to work closely with estate agents and enhance your career.
The predicted salary is between 28000 - 30000 £ per year.
Remote, home based role
Between £28-£30,000 (depending on experience)
Year one OTE £50k+
Year two OTE £75k+
As a Mortgage and Protection Advisor at Scout Financial Services, you will be responsible for building great relationships with our customers whilst providing accurate and up-to-date advice on our range of regulated products and services.
The Role
- Conducting sales opportunity calls with customers, building relationships and advising on our range of regulated products and services including Mortgages, Life Insurance, Critical Illness Cover and Income Protection.
- Building strong relationships within our estate agency partner Yopa to motivate them to refer their buyers and sellers to you and ensure your diary is always full of quality leads.
- Working with your administrator to proactively manage the customer experience from application to completion to ensure they receive exceptional service and come back for a re-mortgage and recommend us to their family and friends.
- Looking for referral opportunities to be sent over to our specialist partners in conveyancing, buildings & contents, commercial finance, equity release, investment and pension advice.
About You
- The role requires you to have proven skills and experience in the following areas: Certificate in Mortgage Advice and Practice (CeMAP) or Mortgage Advice Qualification (MAQ) and previous experience in advising customers on mortgage and protection products.
- You will be self-motivated and used to working in a home-based role and dealing with estate agents.
- You’ll have been a top performer in a leading mortgage brokerage.
- Previous experience in a customer-facing role, with excellent customer service skills and the ability to build strong relationships with customers, peers and more senior individuals.
- A good understanding of the mortgage and protection markets and to be able to demonstrate a passion for the sector.
- Strong communication skills, both written and verbal, and excellent interpersonal skills with the ability to overcome challenges.
Life at Scout
- Dedicated training and development
- Service discounts - for you your family and friends!
- Sickness & mental health support - to provide you with peace of mind
- Refer-a-friend bonus scheme - if you recommend us as a place to work
- Hybrid working - to support flexibility
- Wellbeing discounts - across food, retail and travel
- Generous holiday allowance - to switch off and relax
- Performance bonuses - to increase earning potential
- Company socials - to get away from the everyday and celebrate our successes
This role is deemed as a Certified role under the UK PRA & Financial Conduct Authority - Individual Accountabilities Regulations and following training, will require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.
Mortgage & Protection Advisor employer: Yopa
Contact Detail:
Yopa Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage & Protection Advisor
✨Tip Number 1
Familiarise yourself with the latest trends and regulations in the mortgage and protection market. This knowledge will not only help you during interviews but also demonstrate your passion for the sector, which is crucial for a role like this.
✨Tip Number 2
Network with professionals in the mortgage industry, especially those who work with estate agents. Building these connections can lead to valuable referrals and insights that will enhance your application and performance in the role.
✨Tip Number 3
Prepare to discuss specific examples of how you've built strong customer relationships in previous roles. Highlighting your interpersonal skills and customer service experience will set you apart from other candidates.
✨Tip Number 4
Research Scout Financial Services thoroughly. Understanding their values, services, and the unique aspects of their approach will allow you to tailor your conversations and show genuine interest during the interview process.
We think you need these skills to ace Mortgage & Protection Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in mortgage and protection advice. Include specific achievements, such as sales targets met or customer satisfaction ratings, to demonstrate your success in previous roles.
Craft a Compelling Cover Letter: In your cover letter, express your passion for the mortgage and protection sector. Mention your CeMAP or MAQ qualifications and how your skills align with the responsibilities outlined in the job description.
Showcase Relationship-Building Skills: Provide examples of how you've successfully built relationships with customers and estate agents in the past. This will show that you understand the importance of networking in this role.
Highlight Communication Skills: Since strong communication is key for this position, include examples of how you've effectively communicated complex information to clients. This could be through written reports, presentations, or direct customer interactions.
How to prepare for a job interview at Yopa
✨Know Your Products Inside Out
Make sure you have a solid understanding of the mortgage and protection products you'll be advising on. Be prepared to discuss specific features, benefits, and how they can meet customer needs. This will show your expertise and build trust with the interviewer.
✨Demonstrate Relationship-Building Skills
Since building relationships is key in this role, come prepared with examples of how you've successfully built rapport with clients or partners in the past. Highlight any strategies you used to maintain those relationships over time.
✨Showcase Your Customer Service Experience
Be ready to share specific instances where you provided exceptional customer service. Discuss how you handled challenges and ensured customer satisfaction, as this will be crucial for the role at Scout Financial Services.
✨Prepare Questions for the Interviewer
Have a few thoughtful questions ready to ask the interviewer about the company culture, training opportunities, or expectations for the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
