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- Tasks: Help clients find the perfect mortgage while managing relationships with estate agents and lenders.
- Company: Join a progressive mortgage brokerage in Hertford, dedicated to tailored solutions since 2018.
- Benefits: Enjoy remote work, marketing support, and full training with uncapped earning potential.
- Why this job: Experience independence and flexibility while making a real impact in people's lives.
- Qualifications: Good credit history, knowledge of mortgage products, and relevant certifications like CeMAP are essential.
- Other info: Ideal for those seeking self-employment with support to grow their own advisory business.
The predicted salary is between 36000 - 60000 £ per year.
If you’re a tenacious and driven individual with a proven track record in financial services, you could be just what we’re looking for. We are a growing and progressive mortgage brokerage based in Hertford, with a dedicated team of 24 professionals and counting. Since our establishment in 2018, we’ve specialised in providing tailored mortgage solutions, helping clients secure the best financing options available.
You’ll be responsible for helping people find and apply for the right mortgage for them, according to their situation and finances. You’ll be dealing with estate agents, valuers and mortgage lenders, keeping up to date with the current market and legislation and working closely with your customers.
The successful candidate will display a dedicated and committed approach to building a successful mortgage advisory business. A good credit history is essential, you must also be free from any regulatory breaches and not be banned from accessing any mortgage lenders.
- Knowledge of common mortgage products, programs and procedures
- Understanding of mortgage underwriting
- Experience of Microsoft Office programs
- Chartered Insurance Institute (CII) or Certificate in Mortgage Advice (Cert MA) or Certificate in Mortgage Advice and Practice (CeMAP)
The ideal advisor will have an existing client bank, although this is not essential as marketing support will be provided. At Clever Advice, we’re all about helping our advisors be the best they can be.
Remote working: Whole of Market Mortgage and Protection panel: Never submit another mortgage application or write a suitability letter. Pre-qualified mortgage leads may be provided from time to time but this is not guaranteed and is subject to availability; you will be expected to source your own business in order to grow your client bank.
Independence and the opportunity to run your own mortgage advisory business. Marketing and business development support will be provided to help you self-generate your own leads. We take care of your PI insurance, stationery, compliance, product sourcing software and much more.
Full training, ongoing compliance, mentoring, competence and supervision support. Online conveyancing system, making conveyancing instructions easy, quick and efficient ensuring an additional revenue stream for our advisers.
This is a fantastic opportunity for advisers looking for the flexibility of self-employment, combined with a role that offers a rewarding work–life balance and uncapped earning potential. Whether you're newly qualified, returning to the industry, seeking a change, or ready to build something of your own – we’d love to have a chat.
Mortgage Advisor Self Employed Home Based (remote) employer: Clever Advice
Contact Detail:
Clever Advice Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Advisor Self Employed Home Based (remote)
✨Tip Number 1
Network with other mortgage professionals and join relevant online forums or groups. This will help you gain insights into the industry and potentially connect with clients or mentors who can guide you in your journey.
✨Tip Number 2
Stay updated on the latest mortgage products and market trends. Regularly reading industry publications and attending webinars can give you an edge when discussing options with potential clients.
✨Tip Number 3
Consider creating a personal brand through social media or a professional website. Showcasing your expertise and sharing valuable content can attract clients and establish your credibility in the mortgage advisory space.
✨Tip Number 4
Utilise the marketing and business development support offered by us. Take full advantage of the resources available to help you generate leads and grow your client bank effectively.
We think you need these skills to ace Mortgage Advisor Self Employed Home Based (remote)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services, particularly in mortgage advising. Include any relevant qualifications like CII or CeMAP, and emphasise your track record in helping clients secure mortgages.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the mortgage industry. Explain why you want to work with this brokerage and how your skills align with their mission of providing tailored mortgage solutions.
Highlight Your Client Management Skills: Since the role involves working closely with clients, make sure to mention your ability to build relationships and manage client expectations. Provide examples of how you've successfully helped clients in the past.
Showcase Your Knowledge of the Market: Demonstrate your understanding of current mortgage products and market trends in your application. This will show that you are proactive and knowledgeable, which is crucial for a Mortgage Advisor.
How to prepare for a job interview at Clever Advice
✨Showcase Your Financial Expertise
Make sure to highlight your experience in financial services during the interview. Be prepared to discuss specific mortgage products and your understanding of underwriting processes, as this will demonstrate your knowledge and suitability for the role.
✨Demonstrate Your Client-Centric Approach
Since the role involves helping clients find the right mortgage, share examples of how you've successfully assisted clients in the past. Emphasise your commitment to understanding their needs and providing tailored solutions.
✨Prepare for Market Knowledge Questions
Stay updated on current market trends and legislation related to mortgages. Be ready to discuss how these factors can impact clients' decisions, showcasing your proactive approach to staying informed.
✨Express Your Entrepreneurial Spirit
As this position offers independence, convey your enthusiasm for running your own advisory business. Discuss any previous experiences where you’ve demonstrated initiative or self-motivation, which will resonate well with the company's values.
