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- Tasks: Support clients from inquiry to completion with tailored mortgage advice.
- 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 required.
- Other info: This is a fully remote role with bi-annual team meet-ups.
The predicted salary is between 30000 - 70000 £ per year.
Self-Employed Mortgage Adviser – Join Meet Margo. 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.
- 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.
- 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.
- 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.
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 ApplyApply 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.
Mortgage Adviser (self-employed) employer: Meet Margo
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 passion for making mortgage advice accessible to women. Attend relevant events or webinars where you can connect with potential colleagues and learn more about Meet Margo's mission.
✨Tip Number 2
Familiarise yourself with the Meet Margo app and its features before your interview. Understanding how to use their tech-driven approach will show your enthusiasm for the role and your readiness to contribute to their innovative client-first service.
✨Tip Number 3
Stay updated on the latest trends in the UK mortgage market and regulatory changes. Being knowledgeable about current developments will not only help you in your role but also demonstrate your commitment to continuous learning during discussions with the team.
✨Tip Number 4
Prepare to discuss your previous experiences as a Mortgage Adviser, focusing on how you've successfully supported clients through the mortgage process. Highlight any specific examples that showcase your problem-solving skills and client-focused mindset.
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 excellent service.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for helping clients achieve homeownership, especially women. Discuss how your skills align with Meet Margo's mission and values, and provide examples of how you've successfully supported clients in the past.
Showcase Your Communication Skills: In both your CV and cover letter, demonstrate your excellent verbal and written communication skills. Use clear and concise language to explain complex financial concepts, as this is crucial for the role of a Mortgage Adviser.
Highlight Your Tech Savviness: Mention your comfort with technology and any experience you have using digital tools for client management. Since the role involves using the Meet Margo app, showcasing your ability to adapt to new technologies will be beneficial.
How to prepare for a job interview at Meet Margo
✨Show Your Passion for Client Service
Demonstrate your enthusiasm for helping clients achieve homeownership. Share examples of how you've gone above and beyond in previous roles to provide exceptional service, especially to women, as this aligns with Meet Margo's mission.
✨Be Prepared to Discuss Market Trends
Stay updated on the latest trends in the UK mortgage market. Be ready to discuss how these trends impact clients and how you can leverage them to provide tailored advice, showcasing your expertise and proactive approach.
✨Highlight Your Tech Savviness
Since the role involves using the Meet Margo app for client management, be prepared to talk about your experience with technology in a remote setting. Share specific tools you've used and how they improved your efficiency and client interactions.
✨Emphasise Your Team Collaboration Skills
Meet Margo values collaboration, so be ready to discuss how you've worked effectively within a team. Provide examples of how you've contributed to a positive team environment and ensured smooth handovers in previous roles.
