Mortgage Consultant

Mortgage Consultant

Slough Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Help clients with their mortgage needs and provide tailored financial advice.
  • Company: Join a top UK independent mortgage broker known for its trust and outstanding service.
  • Benefits: Enjoy a flexible home-based role, competitive commission, and a comprehensive benefits package.
  • Why this job: Be part of a friendly culture with great earning potential and opportunities for growth.
  • Qualifications: Must be a qualified Mortgage Adviser with excellent customer service skills.
  • Other info: Work with a consistent lead source and handle 15-25 cases monthly.

The predicted salary is between 36000 - 60000 £ per year.

This self-employed Mortgage Adviser role can be 100% home-based within the London/South East area, with all leads provided. With a 50-59% commission split and consistent lead source (advisers handle on average 15-25 cases a month) this position offers impressive earning potential. The business prides itself on its friendly, inclusive culture and offers an extensive staff benefits package and pension scheme. So as well as unrivalled earning potential, this is also an opportunity to join one of the UK's largest and most prestigious whole of market Independent Mortgage & Protection Brokers, who invest heavily in their employees and offer a platform for further growth and success.

The Company: As a highly respected name in the market, they provide mortgage and protection advice and complementary products to employees within over 1,200 partner businesses, including many major FTSE250 corporations. With a reputation built on trust and outstanding service, they have continued to grow and now receive over 13,000 customer enquiries a year. As such, they are currently seeking a self-employed Mortgage Adviser based in the London catchment area.

Responsibilities of a self-employed Mortgage Adviser:

  • Consult with clients to discuss their mortgage needs and financial goals.
  • Analyse information gathered and undertake sufficient research to make suitable recommendations.
  • Complete all supporting documentation in an accurate manner.
  • Ensure that the level of service, as agreed with each client, is delivered in a timely manner.
  • Attain and maintain competent status as defined by the FCA and the firm.
  • Keep up to date with new products, technical or legislative changes within the marketplace.
  • Always comply with the requirements of the Financial Services and Markets Act 2000 and the FCA’s Principles, Rules and the Code of Practice for Approved Persons.
  • Via self-assessment and feedback, identify Continuing Professional Development (CPD) needs to maintain and enhance Competent status and undertake appropriate activity to meet those needs.

Requirements:

  • Proven success as a fully qualified Mortgage Adviser (either employed or self-employed).
  • Exceptional customer service & consultative ability.
  • A professional approach and excellent communication skills.
  • Self-motivated with strong career focus.
  • Ability to demonstrate drive and ambition.
  • IT literate with attention to detail.
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Contact Detail:

CareerStone Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage Consultant

✨Tip Number 1

Network with other professionals in the mortgage and finance industry. Attend local events or join online forums to connect with potential colleagues and clients. Building relationships can lead to referrals and valuable insights into the market.

✨Tip Number 2

Stay updated on the latest mortgage products and market trends. Subscribe to industry newsletters or follow relevant social media accounts. This knowledge will not only help you in client consultations but also demonstrate your expertise during interviews.

✨Tip Number 3

Prepare for the interview by practising common questions related to mortgage advising. Think about how you would handle various client scenarios and be ready to discuss your approach to customer service and compliance with regulations.

✨Tip Number 4

Showcase your self-motivation and ambition during discussions. Share examples of how you've successfully managed your own client base or achieved targets in previous roles. This will highlight your suitability for a self-employed position.

We think you need these skills to ace Mortgage Consultant

Mortgage Knowledge
Customer Service Skills
Consultative Selling
Financial Analysis
Regulatory Compliance
Attention to Detail
Communication Skills
Self-Motivation
Time Management
IT Literacy
Research Skills
Problem-Solving Skills
Continuing Professional Development (CPD)
Networking Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience as a Mortgage Adviser. Focus on your achievements, such as the number of cases handled and any specific successes in client satisfaction or sales.

Craft a Compelling Cover Letter: In your cover letter, emphasise your customer service skills and consultative approach. Mention your self-motivation and how you align with the company's friendly and inclusive culture.

Showcase Relevant Qualifications: Clearly list your qualifications and any relevant certifications that demonstrate your competence as a Mortgage Adviser. This could include your FCA registration and any ongoing professional development.

Highlight Your IT Skills: Since the role is home-based, it's important to mention your IT literacy. Provide examples of software or tools you are proficient in that are relevant to mortgage advising.

How to prepare for a job interview at CareerStone

✨Showcase Your Experience

Make sure to highlight your previous experience as a Mortgage Adviser. Discuss specific cases you've handled, the challenges you faced, and how you successfully met clients' needs. This will demonstrate your expertise and ability to deliver results.

✨Emphasise Customer Service Skills

Since exceptional customer service is crucial for this role, prepare examples of how you've gone above and beyond for clients in the past. Share stories that illustrate your consultative approach and how you build strong relationships.

✨Stay Updated on Industry Trends

Research current mortgage products and any recent changes in legislation or market trends. Being knowledgeable about the latest developments will show your commitment to the role and your ability to provide informed advice to clients.

✨Demonstrate Self-Motivation

As this is a self-employed position, it's important to convey your self-motivation and ambition. Discuss your career goals and how you plan to achieve them, as well as any strategies you use to stay organised and productive while working from home.

Mortgage Consultant
CareerStone
Location: Slough
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