At a Glance
- Tasks: Provide expert mortgage and protection advice while managing client cases efficiently.
- Company: Join a respected mortgage and protection network with strong support.
- Benefits: Generous commission splits, dedicated support, and ongoing training.
- Other info: Opportunity to diversify into various financial products and enjoy flexible working.
- Why this job: Work remotely, manage your own hours, and grow your career in finance.
- Qualifications: Experience as a mortgage adviser and CeMAP qualification required.
The predicted salary is between 70000 - 70000 £ per year.
Are you an experienced self-employed adviser looking to write more business, reduce admin and benefit from genuine support with leads, marketing, coaching and case packaging?
If you've also worked in the following roles, we'd also like to hear from you: Mortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage Consultant, Protection Advisor, Life and Protection Advisor, Mortgage and Protection Adviser, Self-Employed Mortgage Advisor, Financial Advisor.
SALARY: £70,000 OTE
LOCATION: Remote working
JOB TYPE: Self-Employed
WORKING HOURS: Manage your own Hours. Full-Time or Part-Time. Flexible
JOB OVERVIEW
This is an exciting opportunity for an experienced adviser who wants to focus on writing business while benefiting from genuine support with leads, marketing, admin and business growth.
As a Mortgage and Protection Advisor you will join an established appointed representative within a respected mortgage and protection network, with infrastructure designed to support your success. The Mortgage and Protection Advisor will receive genuine lead support, one-to-one marketing strategy, dedicated administration support, coaching, training and access to modern technology to help streamline day-to-day activity.
Working remotely across the UK, the Mortgage and Protection Advisor will advise clients, build trusted relationships and develop opportunities across mortgages, protection and, where appropriate, wider product areas.
If you're looking to take your career to the next level, this could be the opportunity you're looking for.
DUTIES
- Client Advice: Provide professional mortgage and protection advice to clients, helping them understand suitable options based on their needs and circumstances.
- Case Management: Manage client cases efficiently from enquiry through to submission, supported by dedicated administration and case-packaging support.
- Lead Follow-Up: Engage with genuine leads and build trusted client relationships through clear communication and first-rate service.
- Market Knowledge: Use strong knowledge of the UK mortgage market, lender criteria and protection products to support suitable recommendations.
- Business Growth: Work with one-to-one marketing and coaching support to develop your profile, grow your presence and identify new opportunities.
- Systems Use: Use mortgage sourcing systems, CRM platforms and modern technology tools to manage activity and streamline day-to-day work.
- Product Development: Explore opportunities to diversify into alternative product areas such as later life lending, business protection, bridging and commercial finance, with support provided.
CANDIDATE REQUIREMENTS
- Previous experience as a mortgage and protection adviser or mortgage adviser in the UK.
- CeMAP or equivalent qualification is essential.
- Competent Advisor Status is essential.
- Strong knowledge of the UK mortgage market and lender criteria.
- Entrepreneurial mindset, with the drive to grow, expand and deliver first-rate advice.
- Excellent communication skills, with the ability to build trust and rapport quickly.
- Strong organisational skills, with the ability to manage multiple cases at the same time.
- Confidence using mortgage sourcing systems and CRM platforms.
BENEFITS
- Bespoke one-to-one marketing support.
- Dedicated one-to-one admin support.
- Dedicated business coach.
- Very generous commission splits.
- Split of the full case size, including broker fees.
- Ongoing training and development.
- Cutting-edge technology platform.
- Authentic lead support.
- Fully remote working.
- Opportunity to diversify into alternative product spaces, including later life lending, business protection, bridging and commercial.
HOW TO APPLY
To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CVs of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose.
JOB REF: AWDO-C15029
Full-Time and Part-Time Self-Employed Contract Financial Services Jobs, Careers and Vacancies. Find a new job and work Remotely / Homebased.
Mortgage and Protection Advisor in London employer: All The Top Bananas
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StudySmarter Expert Advice🤫
We think this is how you could land Mortgage and Protection Advisor in London
✨Show Off Your Expertise Online
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✨Join Freelance Platforms and Networking Events
Freelancing in finance can be competitive, so make sure you're on platforms like Upwork or Fiverr, specifically targeting finance gigs. Also, look for finance networking events or webinars to connect with small businesses that might need your services. Meeting people face-to-face (or online) can score you those elusive freelance contracts.
✨Build a Stunning Portfolio
Since you're going freelance, having a solid portfolio is a must. Showcase your previous work, such as reports or analyses, and consider using case studies to highlight your approach. The more you can demonstrate your skills, the easier it is for clients to trust you with their finances.
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For freelance gigs, don't wait for opportunities to come to you. Identify companies or startups that align with your skills and reach out directly. A personalised message introducing yourself and proposing how you could add value can go a long way. Plus, keep an eye on All The Top Bananas for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Mortgage and Protection Advisor in London
Some tips for your application 🫡
Showcase Your Financial Savvy:When applying for a freelance role in banking and financial services, we need to see your expertise front and centre! Mention specific financial regulations or tools you've mastered, and feel free to include your relevant qualifications, like CFA or ACCA, to bolster your credibility.
Build a Stellar Portfolio:Since this is a freelance gig, your portfolio is your ticket to impressing us at All The Top Bananas. Include examples of past projects you've completed—think financial analyses, investment reports, or forecasting models. Be sure to highlight the results you achieved!
Tailor Your Rates and Availability:We want to see that you're flexible and can align with our needs. Clearly outline your freelance rates, availability for projects, and whether you're open to long-term collaborations or just ad-hoc gigs. This makes it easier for us to understand how we can work together!
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How to prepare for a job interview at All The Top Bananas
✨Show Off Your Financial Savvy
When you're talking with All The Top Bananas, make sure to highlight your experience with financial modelling, risk assessment, or portfolio management. Freelance work often requires a good level of financial literacy, so prepare to discuss any relevant tools you've used, whether it's Excel or specific financial software.
✨Bring Your Portfolio to Life
A freelance role means you’ll want to showcase your previous work effectively. Put together a portfolio that not only highlights your projects but also demonstrates the outcomes - think case studies or success stories that showcase how your financial skills made a difference for past clients.
✨Know Your Regulations and Compliance
In the banking and financial services world, understanding compliance and regulations is crucial. Make sure you’re up to date with the latest standards as they relate to your expertise. Be prepared for specific questions about how you've navigated these in past roles or how you'd approach potential compliance challenges.
✨Be Ready to Discuss Your Rates and Availability
As a freelancer, the topic of rates and availability can come up early on. Be clear about what you offer and how you charge. It might also help to have a few examples in mind where your expertise saved someone money or improved efficiency to justify your rates to All The Top Bananas.
