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- Tasks: Help clients find the perfect mortgage tailored to their needs.
- Company: Join a progressive mortgage brokerage based in Hertford, established in 2018.
- Benefits: Enjoy remote work, marketing support, and full training with uncapped earning potential.
- Why this job: Experience independence while building your own advisory business with a supportive team.
- Qualifications: Good credit history, knowledge of mortgage products, and relevant certifications required.
- Other info: Ideal for those seeking flexibility and a rewarding work-life balance.
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 Adviser (Home Based) (remote) employer: Clever Advice
Contact Detail:
Clever Advice Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Adviser (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 others who can refer clients to you.
✨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 in understanding what clients are looking for.
✨Tip Number 3
Consider creating a personal brand through social media platforms. Share valuable content related to mortgages and finance, which can help establish your expertise and attract potential clients.
✨Tip Number 4
Utilise the marketing support provided by Clever Advice effectively. Develop a clear strategy on how to self-generate leads and take full advantage of the resources available to you.
We think you need these skills to ace Mortgage Adviser (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. Emphasise any relevant qualifications like CII or CeMAP, and showcase your track record in helping clients secure mortgages.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for the role and the company. Explain why you want to work with this mortgage brokerage and how your skills align with their mission of providing tailored mortgage solutions.
Showcase Your Knowledge: In your application, demonstrate your understanding of mortgage products and underwriting processes. Mention any experience you have with Microsoft Office programs, as these skills are essential for the role.
Highlight Your Client Management Skills: If you have an existing client bank, make sure to mention it. Even if you don’t, discuss your approach to building relationships with clients and how you plan to source your own business to grow your client base.
How to prepare for a job interview at Clever Advice
✨Show Your Knowledge of Mortgage Products
Make sure to brush up on common mortgage products and their features. Being able to discuss various options confidently will demonstrate your expertise and understanding of the market, which is crucial for a Mortgage Adviser.
✨Highlight Your Client-Centric Approach
Prepare examples that showcase how you've successfully helped clients in the past. Emphasising your commitment to understanding their needs and providing tailored solutions will resonate well with the interviewers.
✨Demonstrate Your Independence
Since this role involves self-generating leads, be ready to discuss your strategies for building a client bank. Share any previous experiences where you successfully sourced your own business or developed marketing initiatives.
✨Familiarise Yourself with Compliance and Regulations
Understanding the regulatory landscape is vital for a Mortgage Adviser. Be prepared to discuss your knowledge of compliance requirements and how you ensure adherence in your work, as this will reflect your professionalism and reliability.
