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, uncapped commission, car allowance, and flexible hybrid working.
- Other info: Enjoy excellent career growth opportunities and a friendly work environment.
- Why this job: Join a successful team and make a real impact in clients' financial journeys.
- Qualifications: Must have mortgage advising experience and full CeMAP qualification.
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 firms clients are frequently of a HNW nature.
Due to successful business growth the company are currently keen to hire an additional two employed Mortgage and Protection Advisor’s (handling Residential and BTL Mortgage cases) to join their established team based within the North Surrey area.
This is a hybrid role whereby the successful candidate’s would work from an office on a three days per week basis and you will 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 then 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 have, they also gain numerous new enquiries and client referrals/recommendations each week that are introduced to the team of Advisor’s.
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 colleague’s.
Key candidate attributes
- Mortgage advising experience is essential (preferably within the independent market).
- In turn you must hold the full Ce MAP qualification (or equivalent).
- You must be prepared to work from a North 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 candidate’s who are ambitious, driven/committed to succeeding, whilst also being a team player.
The successful candidate’s will receive a competitive starting basic salary of £30,000 to £35,000, plus car allowance of £200 per month, also 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 earnt 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 Advisor’s 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 within these vacancy’s 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 in West Byfleet employer: Your Mortgage Recruiter
As a leading Independent Mortgage Brokerage in North Surrey, our company prides itself on providing impartial advice to high-net-worth clients while fostering a supportive and professional work environment. We offer a hybrid working model, competitive salary, uncapped commission potential, and comprehensive benefits, including a contributory pension scheme and paid holidays, ensuring our employees thrive both personally and professionally. Join our established team where your success is celebrated, and you can grow your career without the pressure of building your own client base.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage and Protection Advisor in West Byfleet
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Your Mortgage Recruiter. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Mortgage and Protection Advisor in West Byfleet
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Your Mortgage Recruiter.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Your Mortgage Recruiter's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Your Mortgage Recruiter
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Your Mortgage Recruiter.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Your Mortgage Recruiter will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Your Mortgage Recruiter employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
