Mortgage and Protection Advisor

Mortgage and Protection Advisor

Stanmore Full-Time 27000 - 40000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Join our team as a Mortgage and Protection Advisor, handling residential and BTL mortgage cases.
  • Company: We're a thriving, independent Mortgage and Protection Brokerage focused on tailored client advice.
  • Benefits: Enjoy remote work options, competitive salary, uncapped commission, pension, and private medical insurance.
  • Why this job: Be part of a dynamic team with warm leads and excellent support to boost your career.
  • Qualifications: Must have mortgage advising experience and hold the full CeMAP qualification or equivalent.
  • Other info: Flexible self-employed contracts available; great transport links and free parking at our Stanmore office.

The predicted salary is between 27000 - 40000 £ 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). 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: * Mortgage and protection 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 £27,000 and £40,000 (dependent upon your level of experience and whether you currently hold CAS status or not). Plus an 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 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 employer: Your Mortgage Recruiter

Join a thriving independent Mortgage and Protection Brokerage in Stanmore, Middlesex, where you will benefit from a supportive work culture and a dynamic team environment. With access to warm client leads, comprehensive administrative support, and opportunities for career advancement, including training in Commercial Mortgage and potential leadership roles, this company prioritises your professional growth while offering competitive salaries and benefits such as pension and private medical insurance. Enjoy the convenience of great public transport links and free on-site parking, making it an ideal location for your next career move.
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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 policies available in the market. This knowledge will not only boost your confidence during interviews but also demonstrate your commitment to providing tailored advice to clients.

✨Tip Number 2

Network with professionals in the mortgage and protection industry, especially those who are already working in similar roles. Attend relevant events or join online forums to gain insights and potentially get referrals that could help you land the job.

✨Tip Number 3

Prepare to discuss your previous experiences in mortgage advising during the interview. Highlight specific cases where you successfully helped clients, as this will showcase your expertise and client service focus, which is crucial for this role.

✨Tip Number 4

Research the company’s values and culture before your interview. Understanding their approach to client service and team dynamics will allow you to tailor your responses and show how you would be a great fit for their established team.

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

Mortgage and Protection Advising Experience
CeMAP Qualification (or equivalent)
Excellent Communication Skills (written and verbal)
Strong Organisation Skills
Time Management Skills
Client Service Focus
Ambition and Drive
Team Player
Knowledge of Residential and BTL Mortgages
Understanding of Commercial Mortgages, Bridging Finance, and Development Finance
Sales Skills
Ability to Work with Warm Leads
Adaptability to Technology
Networking Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your mortgage and protection advising experience, as well as your CeMAP qualification. Use specific examples that demonstrate your communication skills and client service focus.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention how your skills align with their needs, particularly in providing independent whole of the market mortgage advice and handling warm client leads.

Highlight Relevant Experience: In your application, emphasise any previous roles where you successfully managed residential and BTL mortgage cases. If applicable, mention your experience with commercial mortgages or bridging finance to stand out.

Showcase Your Ambition: Convey your ambition and commitment to succeeding in the role. Discuss your interest in further career development opportunities, such as training for additional finance cases or leadership roles within the company.

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 advising experience. Be prepared to discuss specific cases you've handled, especially in residential and BTL mortgages, as well as any experience with commercial or bridging finance.

✨Demonstrate Client-Centric Approach

Since the company values client service, share examples of how you've gone above and beyond for clients in the past. Highlight your ability to build relationships and provide tailored advice that meets individual needs.

✨Prepare for Technical Questions

Expect questions about the CeMAP qualification and other relevant certifications. Be ready to explain how your qualifications have equipped you to handle complex mortgage scenarios and compliance issues.

✨Exhibit Strong Communication Skills

As excellent communication is key for this role, practice articulating your thoughts clearly and confidently. Consider doing mock interviews to refine your verbal and written communication skills, ensuring you can convey information effectively.

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