Mortgage and Protection Advisor

Mortgage and Protection Advisor

Full-Time 52500 £ / year No home office possible
Your Mortgage Recruiter

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.
  • Other info: Flexible contract options available; work in a modern South West London office.
  • 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.

My client is a very well established, successful, multiple award winning, independent Mortgage and Protection Brokerage. The company's main aim is to provide the best and most impartial advice available to its clientele. The company are currently keen to recruit an additional employed Mortgage and Protection Advisor (handling Residential and BTL cases) to join their established team based within London. If the successful candidate would prefer to refer protection business internally within the company to a specialist Protection Advisor, then this is will suitably be arranged. 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. This role is based within a South West London office with great public transport links, whilst there is also free car parking available. The working hours within this role are Monday to Friday from 9am to 5:30pm (including a 1 hour lunch break each day). If the successful candidate requires flexibility to enable them to complete e.g. school runs, then again this can 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. Several of the businesses client leads are often 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. If you would prefer to solely provide mortgage advice to clients, then you will also be provided with the option to refer protection business to an internal protection specialist advisor within the business. * 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 both administration and compliance support from an in-house, experienced support team. Allowing you to spend more time speaking with and meeting with clients. Once your case has been submitted the administration team will then regularly liaise with your clients, lenders, solicitors and yourself, seeing your mortgage 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 including the possibility of becoming a Team Leader/Team Manager there. 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. * 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 £25,000 and £40,000. Plus an excellent uncapped commission structure earnt 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 the availability of season ticket travel loans. 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.
Your Mortgage Recruiter

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.

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