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- Tasks: Support clients with mortgage advice from inquiry to completion using innovative tech.
- Company: Meet Margo is an award-winning brokerage focused on accessible mortgage advice for women.
- Benefits: Enjoy flexible working, a 70/30 commission split, and full administrative support.
- Why this job: Join a purpose-driven team making a real impact in the mortgage industry.
- Qualifications: Minimum 2 years as a Mortgage Adviser with CeMAP qualification and strong UK market knowledge.
- Other info: This is a self-employed role with opportunities for continuous learning and professional development.
The predicted salary is between 30000 - 70000 £ per year.
At Meet Margo, we're on a mission to make quality mortgage advice more accessible to women. As an award-winning mortgage and protection brokerage, we take an innovative, client-first approach to help our clients achieve homeownership—whatever their starting point.
We’re growing our team and looking for a self-employed Mortgage Adviser to bring their expertise, passion, and enthusiasm to help us grow together. This role is fully remote (UK-based) with bi-annual team meet-ups and reports directly to our co-founders.
What You’ll Do
- Support clients from first inquiry to completion using our tech-driven approach.
- Provide clear, professional mortgage advice tailored to clients' needs.
- Work closely with our case management team, ensuring a smooth handover of client cases and a 5-star experience.
- Stay current with market trends, lender options, and regulatory developments (maintaining CPD records).
- Use the Meet Margo app to manage client cases efficiently and provide feedback to improve its functionality.
- Collaborate with the broader team to deliver the best possible client outcome.
- Ensure all advice is fully compliant with financial regulations and best practices.
Who You Are
- A self-starter with strong organisational skills who thrives in a fast-paced environment.
- A great communicator, able to simplify complex financial concepts for clients.
- A team player, open-minded and flexible, who values collaboration.
- A problem-solver with a proactive and creative approach.
- Passionate about delivering a top-tier, client-first service.
- Committed to continuous learning and professional development.
What You’ll Need
- Minimum 2 years of experience as a Mortgage Adviser within the UK.
- CeMAP qualification (or equivalent).
- CAS status.
- Strong knowledge of the UK mortgage market and regulatory requirements.
- Excellent verbal and written communication skills.
- A proactive, client-focused mindset.
- Comfortable using technology for remote communication and client management.
What We Offer
- Self-employed role with a 70/30 commission split.
- Year 1 OTE of £50,000+.
- Financial support while building your commission pipeline.
- A consistent flow of high-quality leads.
- Full administrative support so you can focus on advising.
- Access to our specialist protection team.
- Tech training and support to make the most of our tools.
- Flexible working – manage your own schedule.
- Family-friendly policies.
- The opportunity to be part of a fast-growing, purpose-driven company.
Why Join Meet Margo?
We’re not your traditional brokerage. We’re changing the mortgage industry by making expert advice more accessible to women. If you’re excited about making a real impact and being part of an innovative, fast-growing team, we’d love to hear from you.
How to Apply
Apply on LinkedIn or send your CV to lynn.atkin@meetmargo.uk. We review applications on a rolling basis, which means we may close this job posting early if we find the right candidate. We encourage you to apply as soon as possible to avoid missing out on this opportunity.
Meet Margo is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all.
Contact Detail:
Meet Margo Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Adviser (self-employed)
✨Tip Number 1
Network with other professionals in the mortgage industry, especially those who share a similar client-focused approach. Attend industry events or webinars to connect with potential colleagues and clients, which can help you gain insights and referrals.
✨Tip Number 2
Familiarise yourself with Meet Margo's mission and values. Tailor your conversations and interactions to reflect your alignment with their goal of making mortgage advice more accessible to women, showcasing your passion for this cause.
✨Tip Number 3
Stay updated on the latest trends and changes in the UK mortgage market. This knowledge will not only enhance your expertise but also demonstrate your commitment to continuous learning, which is highly valued by Meet Margo.
✨Tip Number 4
Utilise social media platforms to showcase your expertise and engage with potential clients. Share valuable content related to mortgages and homeownership, positioning yourself as a knowledgeable adviser who is approachable and ready to help.
We think you need these skills to ace Mortgage Adviser (self-employed)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Mortgage Adviser, particularly focusing on your knowledge of the UK mortgage market and any relevant qualifications like CeMAP. Emphasise your client-first approach and any achievements that demonstrate your ability to deliver top-tier service.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for making mortgage advice accessible, especially to women. Discuss how your skills align with Meet Margo's mission and how you can contribute to their innovative approach in the industry.
Showcase Communication Skills: Since excellent verbal and written communication skills are crucial for this role, ensure your application reflects your ability to simplify complex financial concepts. Use clear and concise language throughout your CV and cover letter.
Highlight Continuous Learning: Mention any ongoing professional development or CPD activities you are involved in. This shows your commitment to staying current with market trends and regulatory developments, which is essential for a Mortgage Adviser.
How to prepare for a job interview at Meet Margo
✨Showcase Your Expertise
As a Mortgage Adviser, it's crucial to demonstrate your knowledge of the UK mortgage market. Be prepared to discuss recent trends, lender options, and regulatory changes. This will show that you are not only qualified but also proactive in staying informed.
✨Emphasise Client-Centric Approach
Meet Margo values a client-first approach, so highlight your experience in providing tailored advice. Share examples of how you've simplified complex financial concepts for clients and ensured a smooth process from inquiry to completion.
✨Demonstrate Team Collaboration
Since the role involves working closely with a case management team, be ready to discuss your teamwork skills. Provide examples of how you've collaborated with others to achieve a common goal, ensuring a seamless client experience.
✨Prepare for Technology Use
Familiarity with technology is key in this remote role. Mention any tools or apps you've used for client management and communication. If you have experience with tech-driven approaches, be sure to highlight that as well.
