Mortgage and Protection Advisor in Stanmore

Mortgage and Protection Advisor in Stanmore

Stanmore Freelance 50000 - 70000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Provide tailored mortgage and protection advice to clients, handling various mortgage cases.
  • Company: Established independent Mortgage and Protection Brokerage with a supportive team.
  • Benefits: Competitive salary, uncapped commission, pension, private medical insurance, and career development.
  • Other info: Enjoy a professional environment with opportunities for growth and remote work options.
  • Why this job: Join a dynamic team and make a real impact in clients' lives with your expertise.
  • Qualifications: Must have mortgage and protection advising experience and hold the full CeMAP qualification.

The predicted salary is between 50000 - 70000 £ per year.

My client is a very well established, thriving, directly authorised, independent Mortgage and Protection Brokerage.

The company's main aim is to provide the best, most impartial and tailored advice available to its clientele.

The company are currently keen to recruit an additional employed Mortgage and Protection Advisor to join their established team based within Stanmore, Middlesex.

Within this position you will primarily handle Residential and BTL mortgage cases, plus associated protection business.

However, you will also have the opportunity to write Commercial Mortgage, Bridging Finance and Development Finance cases.

Additionally, if the successful candidate would prefer to receive a self-employed contract rather than an employed contract, then this can also be agreed suitably with a remote working agreement.

This role is based within a Stanmore, Middlesex office with great public transport links, whilst there is also free car parking available on-site.

The working hours within this role are Monday to Friday from 8:30am to 5pm (including a 1 hour lunch break each day), with no weekend work required.

In addition to the large existing base of established clients that the company have, they also gain numerous new client referrals/recommendations and enquiries each week that are introduced to the Advisor’s.

In addition to this the company regularly gain additional new business from third party client introducer businesses and also as a result of their marketing campaigns.

Several of the businesses client leads are of a HNW nature.

  • Within this employed position, key role features include;
  • You would provide independent whole of the market mortgage advice and associated protection advice to clients.
  • Warm client leads will be regularly provided to you, with an excellent conversion rate. In turn you are not required to have a client base of your own for this role.
  • You will receive both administration and compliance support from an experienced in-house, support team.

Allowing you to spend more time speaking with and meeting with clients.

Once your cases have been submitted, the administration team will then regularly liaise on your behalf with your clients, lenders, estate agents, protection providers and solicitors, seeing your mortgage and protection cases through to their successful completion.

  • You will be provided with all of the required latest technology and office provisions. Plus the availability to both board and general meeting rooms within a Middlesex office to work from.
  • You will work within a dynamic, growing business, which has a professional environment, and you will join a successful, friendly and helpful team.
  • The company will support you with further career development opportunities in the future including training to additionally write Commercial Mortgage, Bridging Finance and Development Finance cases and the possibility of becoming a Team Leader/Team Manager there.

Key candidate attributes

  • Both mortgage and protection advising experience is essential.
  • In turn you must hold the full Ce MAP qualification (or equivalent).
  • Excellent communication skills (both English written and verbal).
  • Strong organisation and time management skills.
  • My client is keen to hire a candidate who is very client service focused, ambitious, driven/committed to succeeding, whilst also being a team player.

The successful candidate will receive a competitive starting basic salary, likely to range between £30,000 and £40,000 (dependent upon your level of experience and whether you currently hold CAS status or not).

Plus an uncapped commission structure earned within the role.

Leading to a first year annual OTE for experienced Advisor’s of circa £50,000 to £70,000+ and then more year on year thereafter.

Employee benefits include a pension and private medical insurance.

If you are interested within this vacancy and if you believe that your experience/skill-set is well suited to the role then please do apply on-line.

  • Your Mortgage Recruiter Ltd
  • A leading UK specialist recruiter in Mortgage Advice, Support, Underwriting, Compliance and BDM roles.

Mortgage and Protection Advisor in Stanmore employer: Your Mortgage Recruiter Ltd Careers

As a Mortgage Advisor with this well-established independent brokerage in London, you will enjoy a supportive work culture that prioritises client service without the pressure of sales targets. The company offers flexible working arrangements, including hybrid options and comprehensive administrative support, allowing you to focus on delivering exceptional mortgage advice while benefiting from significant earning potential and opportunities for professional growth through further qualifications.

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Contact Details:

Your Mortgage Recruiter Ltd Careers Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Mortgage and Protection Advisor in Stanmore

Show Off Your Expertise Online

In the banking and financial services world, sharing your insights on platforms like LinkedIn can really set you apart. Write articles about market trends or finance tips, and engage in discussions in relevant groups. This not only boosts your visibility but also highlights your knowledge to potential clients.

Join Freelance Platforms and Networking Events

Freelancing in finance can be competitive, so make sure you're on platforms like Upwork or Fiverr, specifically targeting finance gigs. Also, look for finance networking events or webinars to connect with small businesses that might need your services. Meeting people face-to-face (or online) can score you those elusive freelance contracts.

Build a Stunning Portfolio

Since you're going freelance, having a solid portfolio is a must. Showcase your previous work, such as reports or analyses, and consider using case studies to highlight your approach. The more you can demonstrate your skills, the easier it is for clients to trust you with their finances.

Direct Outreach is Key

For freelance gigs, don't wait for opportunities to come to you. Identify companies or startups that align with your skills and reach out directly. A personalised message introducing yourself and proposing how you could add value can go a long way. Plus, keep an eye on Your Mortgage Recruiter Ltd Careers for freelance opportunities—they might have just what you’re looking for!

We think you need these skills to ace Mortgage and Protection Advisor in Stanmore

Mortgage Advising Experience
Protection Advising Experience
CeMAP Qualification (or equivalent)
Excellent Communication Skills
Strong Organisation Skills
Time Management Skills
Client Service Focus

Some tips for your application 🫡

Showcase Your Financial Savvy:When applying for a freelance role in banking and financial services, we need to see your expertise front and centre! Mention specific financial regulations or tools you've mastered, and feel free to include your relevant qualifications, like CFA or ACCA, to bolster your credibility.

Build a Stellar Portfolio:Since this is a freelance gig, your portfolio is your ticket to impressing us at Your Mortgage Recruiter Ltd Careers. Include examples of past projects you've completed—think financial analyses, investment reports, or forecasting models. Be sure to highlight the results you achieved!

Tailor Your Rates and Availability:We want to see that you're flexible and can align with our needs. Clearly outline your freelance rates, availability for projects, and whether you're open to long-term collaborations or just ad-hoc gigs. This makes it easier for us to understand how we can work together!

Craft a Compelling Cover Letter:In your cover letter, express not just your skills, but also why you're excited about joining Your Mortgage Recruiter Ltd Careers. Share your passion for financial services and how you plan to tackle challenges in this sector. This is your chance to connect on a personal level—make it count!

How to prepare for a job interview at Your Mortgage Recruiter Ltd Careers

Show Off Your Financial Savvy

When you're talking with Your Mortgage Recruiter Ltd Careers, make sure to highlight your experience with financial modelling, risk assessment, or portfolio management. Freelance work often requires a good level of financial literacy, so prepare to discuss any relevant tools you've used, whether it's Excel or specific financial software.

Bring Your Portfolio to Life

A freelance role means you’ll want to showcase your previous work effectively. Put together a portfolio that not only highlights your projects but also demonstrates the outcomes - think case studies or success stories that showcase how your financial skills made a difference for past clients.

Know Your Regulations and Compliance

In the banking and financial services world, understanding compliance and regulations is crucial. Make sure you’re up to date with the latest standards as they relate to your expertise. Be prepared for specific questions about how you've navigated these in past roles or how you'd approach potential compliance challenges.

Be Ready to Discuss Your Rates and Availability

As a freelancer, the topic of rates and availability can come up early on. Be clear about what you offer and how you charge. It might also help to have a few examples in mind where your expertise saved someone money or improved efficiency to justify your rates to Your Mortgage Recruiter Ltd Careers.