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- Tasks: Provide independent mortgage and protection advice to clients, handling warm leads.
- Company: Join a successful, independent wealth management practice focused on impartial client advice.
- Benefits: Enjoy hybrid working, competitive salary, uncapped commission, and career development opportunities.
- Why this job: Be part of a friendly team with strong client relationships and a supportive environment.
- Qualifications: Experience in mortgage advising or administration and a full CeMAP qualification are essential.
- Other info: Flexible working hours and modern office facilities provided.
My client is a very well established, successful, Directly Authorised, Independent Wealth Management Practice. The company's main aim is to provide the best and most impartial advice available to its clientele. Due to increasing business levels and company growth, the business is currently keen to recruit an additional employed Mortgage and Protection Advisor to join their established team based within Middlesex.
This is a hybrid role, whereby the successful candidate will work both from the Middlesex office and have the opportunity to work from home on a weekly basis. The working hours within this role are Monday to Friday from 8:30am to 5pm (or from 9am to 5:30pm if preferred), including a 1 hour lunch break each day.
In addition to the very large existing base of established mortgage clients that the company has, they also gain numerous new client referrals/recommendations and enquiries each week that are introduced to the Advisors. The mortgage client leads are often of a HNW nature.
Within this employed position, key role features include:
- You would provide independent mortgage and associated protection advice to clients from the whole of the market.
- Warm client leads will be regularly provided to you, and you are not required to have an existing client base of your own for this role.
- 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.
- You will be provided with all required technology and office provisions, plus the availability to both board and general meeting rooms within a modern office.
- 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 leading the mortgage team at the company and/or becoming an IFA within the group.
Key candidate attributes:
- Mortgage Advising or Mortgage Administration experience is essential, gained within the independent mortgage market.
- The ideal candidate will hold the full CeMAP qualification (or equivalent).
- Excellent communication skills (both English written and verbal).
- Strong organisation and time management skills.
- A client service focused, ambitious candidate who is driven/committed to succeeding, whilst also being a team player.
The successful candidate will receive a competitive starting basic salary of circa £30,000 to £35,000 (with the exact basic salary being flexible depending upon skill-set/level of experience), plus an uncapped and generous commission structure leading to a realistic first year annual OTE of £50,000 to £75,000 and then more year on year thereafter.
If you are interested in this vacancy and believe that your experience/skill-set is well suited to the role, please do apply online.
Mortgage and Protection Advisor employer: 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
Network with professionals in the mortgage and protection industry. Attend local events or join online forums where you can connect with other advisors and potential clients. This will not only help you gain insights but also increase your visibility in the field.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in the mortgage market. Being knowledgeable about current changes will demonstrate your commitment to providing the best advice and can set you apart from other candidates.
✨Tip Number 3
Prepare to discuss your previous experiences in mortgage advising or administration during the interview. Highlight specific cases where you successfully helped clients, as this will showcase your expertise and client-focused approach.
✨Tip Number 4
Showcase your ambition for career development during the interview. Discuss your long-term goals and how you see yourself growing within the company, especially in relation to leading a team or becoming an IFA.
We think you need these skills to ace Mortgage and Protection Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in mortgage advising or administration. Emphasise your CeMAP qualification and any specific achievements that demonstrate your ability to provide independent advice.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention your client service focus and ambition to develop a long-term career, as these are key attributes the company is looking for.
Highlight Communication Skills: Since excellent communication skills are essential, provide examples in your application of how you've successfully communicated with clients in the past, both verbally and in writing.
Showcase Organisation and Time Management: In your application, include specific instances where your strong organisation and time management skills have led to successful outcomes in your previous roles. This will demonstrate your suitability for the fast-paced environment.
How to prepare for a job interview at Your Mortgage Recruiter
✨Showcase Your Mortgage Knowledge
Make sure to brush up on your mortgage and protection knowledge before the interview. Be prepared to discuss different types of mortgages, including residential, buy-to-let, and equity release, as well as the latest market trends. This will demonstrate your expertise and commitment to providing impartial advice.
✨Emphasise Client Service Skills
Since the role is client-focused, highlight your experience in delivering excellent customer service. Share specific examples of how you've successfully managed client relationships and resolved issues in the past. This will show that you understand the importance of client satisfaction in this industry.
✨Demonstrate Team Spirit
The company values teamwork, so be ready to discuss how you work collaboratively with others. Share instances where you've contributed to a team’s success or supported colleagues in achieving their goals. This will help convey that you're a team player who fits well within their established team.
✨Prepare Questions About Career Development
Since the company offers career development opportunities, prepare thoughtful questions about potential growth paths within the organisation. This shows your ambition and interest in a long-term career with them, which aligns with their desire for committed candidates.
