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- Tasks: Guide clients through securing mortgages and provide tailored expert advice.
- Company: Access Financial Services, a supportive and dynamic workplace.
- Benefits: Strong commission structure, free leads, flexible working, and professional growth opportunities.
- Why this job: Empower clients with the best mortgage options while enjoying freedom in your work.
- Qualifications: CeMAP qualified with strong communication and sales skills.
- Other info: Join a team that values you and offers a training academy for growth.
The predicted salary is between 36000 - 60000 £ per year.
Join us as a Self-Employed Mortgage Adviser!
Are you newly CeMAP qualified and looking for a company that can get you started? Are you an experienced mortgage advisor looking for more freedom or someone to help your business grow? Many advisers seek new opportunities because they no longer feel valued by their principal, face unfavourable contract changes, or experience a lack of trust due to broken promises.
At Access Financial Services, we understand these frustrations, and we’re committed to providing an environment that values you, supports your growth, and empowers you with the tools and freedom to deliver the best outcomes for your clients.
Role Description
We are seeking a motivated and knowledgeable Mortgage Adviser to join our growing team. The successful candidate will guide clients through the complex process of securing mortgages, offering expert advice tailored to their individual needs and circumstances.
You will work with a range of mortgage products from the whole of the lending market, ensuring the best options are available to clients. This role requires excellent communication, sales, and customer service skills.
Key Responsibilities:
- Client Consultation: Meet with clients to understand their financial situation, property requirements, and mortgage needs.
- Mortgage Advice: Provide expert advice on suitable mortgage products and explain the terms, risks, and costs involved.
- Research mortgage products from a wide range of lenders, identifying the best deals for clients based on their unique circumstances.
- Applications Management: Assist clients with mortgage applications, ensuring all documentation is accurate and submitted on time.
- Lender Relations: Build and maintain relationships with mortgage lenders and financial institutions to stay updated on product offerings and lending criteria.
- Record Keeping: Keep detailed and accurate records of client interactions and advice provided, ensuring compliance with regulatory requirements.
- Market Knowledge: Stay informed about the UK housing and mortgage market trends, interest rate changes, and government schemes like Help to Buy or shared ownership.
Benefits:
- Access to a wide range of mortgage and protection products and lender partnerships
- Free leads provided
- Access to an exclusive lender
- Strong commission structure
- Opportunities for professional growth and development
- Flexible working options
- Training academy to diversify your offering
- Additional revenue opportunities available
- Supportive and dynamic working environment
Key Skills and Qualifications:
- CeMAP Qualification (or equivalent) is required.
- Strong understanding of the UK mortgage market, products, and regulations.
- Excellent communication and interpersonal skills to explain complex financial products clearly.
- Proactive, sales-driven mindset with the ability to manage a diverse portfolio of clients.
- High attention to detail and accuracy when handling applications and compliance.
- Knowledge of FCA regulations and Treating Customers Fairly (TCF) principles.
To apply, please submit your CV and a cover letter outlining your experience and suitability for the role to robert.jarvis@accessfs.co.uk or call 0161 646 0356.
Industry: Financial Services, Employment Type: Self Employed
We are an equal opportunities employer and welcome applications from all qualified candidates.
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Self Employed Mortgage & Protection Adviser employer: Access Financial Services
Contact Detail:
Access Financial Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Self Employed Mortgage & Protection Adviser
✨Tip Number 1
Network like a pro! Get out there and connect with other mortgage advisers, attend industry events, and join online forums. The more people you know, the better your chances of landing that perfect role.
✨Tip Number 2
Show off your expertise! Create a personal brand on social media or a professional website where you can share insights about the mortgage market. This not only showcases your knowledge but also attracts potential clients and employers.
✨Tip Number 3
Practice your pitch! Whether it’s a casual chat or a formal interview, being able to clearly explain your value as a mortgage adviser is key. Role-play with friends or family to build confidence and refine your message.
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for passionate advisers like you. Plus, it’s a great way to ensure your application gets the attention it deserves.
We think you need these skills to ace Self Employed Mortgage & Protection Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that are relevant to the Mortgage Adviser role. Highlight your CeMAP qualification and any previous experience in the financial services sector to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about becoming a Mortgage Adviser with us and how your background aligns with our values. Keep it personal and engaging!
Showcase Your Communication Skills: As a Mortgage Adviser, communication is key. In your application, demonstrate your ability to explain complex concepts clearly. This could be through examples of past client interactions or presentations you've delivered.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Access Financial Services
✨Know Your Stuff
Make sure you brush up on your knowledge of the UK mortgage market and the various products available. Be prepared to discuss recent trends, interest rate changes, and government schemes like Help to Buy. This will show that you're not just qualified but also genuinely interested in the field.
✨Showcase Your Communication Skills
As a Mortgage Adviser, you'll need to explain complex financial products clearly. During the interview, practice articulating your thoughts in a straightforward manner. Use examples from your past experiences where you've successfully communicated with clients or colleagues.
✨Demonstrate Your Sales Mindset
Highlight your proactive, sales-driven approach. Share specific instances where you've successfully managed a diverse portfolio of clients or closed deals. This will help the interviewers see that you have the right mindset to thrive in a self-employed role.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture, support for advisers, and opportunities for professional growth. This shows that you're serious about finding a good fit and are eager to contribute to their team.