Mortgage and Protection Advisor

Mortgage and Protection Advisor

Full-Time 35000 - 70000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Provide independent mortgage and protection advice to clients, handling warm leads.
  • Company: Join an award-winning independent mortgage brokerage focused on exceptional client service.
  • Benefits: Enjoy a competitive salary, uncapped commission, 25 days leave, and team trips abroad.
  • Why this job: Be part of a friendly, successful team with opportunities for career growth and development.
  • Qualifications: Must have mortgage advising experience and hold the full CeMAP qualification.
  • Other info: Flexible contract options available; work in a modern South West London office.

The predicted salary is between 35000 - 70000 £ per year.

My client is a successful, award winning, Independent Mortgage and Protection Brokerage. The company\’s main focus is to provide the highest level of service and the best, most impartial advice available to its clientele. The firms clients are both UK and internationally based, they are often of a HNW nature. Due to business growth, the company are currently keen to recruit an additional employed Mortgage and Protection Advisor (handling Residential and BTL mortgage cases, plus associated Protection products) to join their established team based within their modern South West London office. If the successful candidate would prefer to receive a self-employed contract rather than an employed contract, then this can also be agreed suitably. 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 as a result of their marketing campaigns. The working hours within this position are Monday to Friday from 9:00am to 17:00pm, including a daily 1 hour lunch break. You will work in a great environment and within a successful team who work well within a friendly, productive culture. The company will provide you with the opportunity to successfully develop your career further, allowing this to be a long term/career based opportunity. 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. Although, if you do have a small existing client base of your own moving into this position then naturally it would be beneficial. * You will receive full, comprehensive administration support from an in-house, experienced administration team. Plus compliance support. Allowing you to spend more time speaking with and meeting with clients. The administration support that you will receive includes; your mortgage and protection case’s being keyed/submitted on your behalf by the administration team, the team will also complete your suitability letters and then regularly liaise with your clients, the lenders, the solicitors and yourself, seeing your mortgage and protection cases through to their successful completion. * You will be provided with all required technology and office provisions. Plus the availability to both board and general meeting rooms within a South West London office to work from. * You will work within both a professional environment and in a successful, friendly and helpful team. * The company will support you with further career development opportunities in the future. Key candidate attributes: * Mortgage advising experience is essential. * In turn you must hold the full CeMAP qualification (or equivalent). * Excellent communication skills (both English written and verbal). * Strong organisation and time management skills. * The desire to continue to learn and develop within the role. * 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 annual basic salary of circa £35,000 which is negotiable based upon skill-set/role experience. Plus an excellent uncapped, monthly commission structure earnt within the role. Leading to a first year annual OTE for experienced Advisor’s of circa £60,000-£70,000+ and then more year on year thereafter. Plus benefits which include, a pension scheme, 25 day’s annual leave per annum (plus an additional day’s leave is provided for each of your first 5 years of service at the company), a 1 month sabbatical after 5 years’ of service and team trips abroad. 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 employer: Your Mortgage Recruiter

Join an award-winning Independent Mortgage and Protection Brokerage in South West London, where you will thrive in a supportive and friendly team environment. With a focus on professional development, you will benefit from comprehensive administration support, warm client leads, and a competitive salary structure that rewards your success. Enjoy a work culture that values client service and offers generous benefits, including additional leave for long service and exciting team trips abroad.
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Contact Detail:

Your Mortgage Recruiter Recruiting Team

StudySmarter Expert Advice 🤫

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

✨Tip Number 1

Familiarise yourself with the latest mortgage products and protection services available in the market. This knowledge will not only boost your confidence during interviews but also demonstrate your commitment to providing impartial advice, which is crucial for this role.

✨Tip Number 2

Network with professionals in the mortgage and protection industry. Attend relevant events or join online forums to connect with others in the field. This can lead to valuable insights and potential referrals that may help you stand out as a candidate.

✨Tip Number 3

Prepare to discuss your previous experiences with high-net-worth clients. Highlight any successful cases you've handled, as this will showcase your ability to cater to the specific needs of the clientele that the company serves.

✨Tip Number 4

Demonstrate your client service focus by preparing examples of how you've gone above and beyond for clients in the past. This will align with the company's emphasis on providing the highest level of service and could set you apart from other candidates.

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

Mortgage Advising Experience
CeMAP Qualification (or equivalent)
Excellent Communication Skills
Strong Organisation Skills
Time Management Skills
Client Service Focus
Ambition and Drive
Team Player
Problem-Solving Skills
Attention to Detail
Sales Skills
Knowledge of Protection Products
Networking Skills
Adaptability
Customer Relationship Management

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your mortgage advising experience and includes your CeMAP qualification. Emphasise any relevant skills such as communication, organisation, and client service focus.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention your understanding of their commitment to providing impartial advice and how you can contribute to their success.

Highlight Relevant Experience: In your application, detail your previous roles in mortgage advising, particularly any experience with high-net-worth clients or handling both residential and buy-to-let cases. This will demonstrate your suitability for the position.

Showcase Your Client Service Skills: Since the company values client service, include examples of how you've successfully managed client relationships in the past. This could be through testimonials, metrics, or specific achievements that illustrate your dedication to client satisfaction.

How to prepare for a job interview at Your Mortgage Recruiter

✨Showcase Your Mortgage Knowledge

Make sure to brush up on your mortgage advising experience and be prepared to discuss specific cases you've handled. Highlight your understanding of both residential and buy-to-let mortgages, as well as associated protection products.

✨Demonstrate Client-Centric Approach

Since the company values client service highly, be ready to share examples of how you've gone above and beyond for clients in the past. This will show that you align with their focus on providing the best impartial advice.

✨Emphasise Team Collaboration

The role involves working within a friendly and productive team. Be prepared to discuss how you have successfully collaborated with colleagues in previous roles and how you can contribute to a positive team environment.

✨Prepare Questions About Career Development

The company offers opportunities for further career development. Prepare thoughtful questions about how they support ongoing learning and growth within the role, showing your ambition and commitment to long-term success.

Mortgage and Protection Advisor
Your Mortgage Recruiter
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