Mortgage and Protection Advisor in Surrey, Woking

Mortgage and Protection Advisor in Surrey, Woking

Woking +1 Full-Time 30000 - 35000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Provide independent mortgage and protection advice to high-net-worth clients.
  • Company: Established independent mortgage brokerage with a supportive team culture.
  • Benefits: Competitive salary, car allowance, uncapped commission, and generous holiday entitlement.
  • Why this job: Join a successful team and make a real impact in the mortgage industry.
  • Qualifications: Must have mortgage advising experience and hold the full CeMAP qualification.
  • Other info: Hybrid working model with excellent career growth potential.

The predicted salary is between 30000 - 35000 £ per year.

My client is a very well established, successful, Independent Mortgage Brokerage. The company's main aim is to provide the best and most impartial advice available to its clientele. The firm's clients are frequently of a HNW nature. Due to successful business growth, the company is currently keen to hire an additional employed Mortgage and Protection Advisor (handling Residential and BTL Mortgage cases) to join their established team based within the West Surrey area.

This is a hybrid role whereby the successful candidate would work from an office on a three days per week basis and have the opportunity to work from home on two days per week. Alternatively, if you would like to work from an office on a more regular basis, this will be suitably arranged. This is a Monday to Friday based role, with no Saturday based work being required.

In addition to the large existing base of established clients that the company has, they also gain numerous new enquiries and client referrals/recommendations each week that are introduced to the team of Advisors. Meaning that you are not required/expected to have an existing client base of your own to apply for this position.

Within this employed position, key role features include:

  • You would provide independent mortgage and protection advice from the whole of the market.
  • Warm client leads that are often of a HNW nature will be provided to you; in turn, you are not at all required to have your own client base for this role.
  • You will receive administration support, completed by an in-house experienced administration 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, Estate Agents and yourself, seeing your cases through to their successful completion.
  • You will work within both a professional environment and within a successful, friendly and helpful team of experienced colleagues.

Key candidate attributes:

  • Mortgage advising experience is essential (preferably within the independent market).
  • You must hold the full CeMAP qualification (or equivalent).
  • You must be prepared to work from a West Surrey based office on a 3 days per week basis.
  • Excellent communication skills (both English written and verbal).
  • Strong organisation and time management skills.
  • My client is keen to hire a candidate who is ambitious, driven/committed to succeeding, whilst also being a team player.

The successful candidate will receive a competitive starting basic salary of £30,000 to £35,000, car allowance of £200 per month, and a potential annual bonus typically of £2,000 to £10,000 linked to your performance. In addition to this, you will receive a lucrative, uncapped commission structure earned within the role leading to a first year annual OTE of £60,000 to £70,000 and then more year on year thereafter. Certain existing Advisors at the company earn £100,000 per annum. The successful candidate will also benefit from receiving paid holiday entitlement, a contributory pension scheme, and death in service cover.

If you are interested in this vacancy and believe that your experience/skill-set is well suited to the role, then please do apply online.

Locations

Woking Surrey

Mortgage and Protection Advisor in Surrey, Woking employer: Your Mortgage Recruiter

Join a well-established and successful Independent Mortgage Brokerage in West Surrey, where you will thrive in a supportive and professional environment. With a focus on providing impartial advice to high-net-worth clients, you will benefit from warm leads, comprehensive administrative support, and a competitive salary structure that rewards your performance. Enjoy a hybrid working model, generous holiday entitlement, and opportunities for career growth within a friendly team dedicated to your success.
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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 in Surrey, Woking

✨Tip Number 1

Network like a pro! Get out there and connect with people in the mortgage industry. Attend local events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that sweet Mortgage and Protection Advisor role.

✨Tip Number 2

Practice your pitch! You never know when an opportunity might pop up, so be ready to explain why you're the perfect fit for the job. Keep it concise, highlight your experience, and don’t forget to mention your CeMAP qualification!

✨Tip Number 3

Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great chance to reiterate why you’re the best choice for their team.

✨Tip Number 4

Apply through our website! We’ve got loads of resources to help you ace your job search. Plus, applying directly means you’ll be in the best position to get noticed by hiring managers looking for top talent like you.

We think you need these skills to ace Mortgage and Protection Advisor in Surrey, Woking

Mortgage Advising Experience
CeMAP Qualification (or equivalent)
Excellent Communication Skills
Strong Organisation Skills
Time Management Skills
Client Relationship Management
Team Player
Ambition and Drive
Independent Market Knowledge
Problem-Solving Skills
Adaptability
Sales Skills
Attention to Detail

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Mortgage and Protection Advisor role. Highlight your mortgage advising experience and any relevant qualifications like CeMAP. We want to see how your skills match what we're looking for!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about providing impartial advice and how you can contribute to our friendly team. Keep it professional but let your personality show through!

Showcase Your Communication Skills: Since excellent communication is key in this role, make sure your written application reflects that. Use clear, concise language and check for any typos or errors. We want to see your attention to detail right from the start!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!

How to prepare for a job interview at Your Mortgage Recruiter

✨Know Your Stuff

Make sure you brush up on your mortgage and protection knowledge. Familiarise yourself with the latest market trends, especially regarding high-net-worth clients. Being able to discuss current rates and products confidently will impress your interviewers.

✨Showcase Your Communication Skills

Since excellent communication is key in this role, practice articulating your thoughts clearly. You might want to prepare a few examples of how you've successfully communicated complex information to clients in the past. This will demonstrate your ability to connect with clients effectively.

✨Highlight Teamwork Experience

This position values being a team player, so think of instances where you've collaborated successfully with colleagues. Share stories that showcase your ability to work within a team, especially in a professional environment, as it aligns with the company's culture.

✨Prepare Questions

Interviews are a two-way street, so come prepared with insightful questions about the company and the role. Ask about their approach to client relationships or how they support their advisors in achieving success. This shows your genuine interest in the position and the company.

Mortgage and Protection Advisor in Surrey, Woking
Your Mortgage Recruiter
Location: Woking
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