Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide expert mortgage and protection advice while building strong client relationships.
- Company: Join a reputable independent financial advisory firm with a focus on integrity and communication.
- Benefits: Enjoy a competitive salary, remote work, life assurance, and ongoing professional development.
- Why this job: Make a real difference in clients' lives while working flexibly from anywhere.
- Qualifications: Minimum 2 years experience as a Mortgage and Protection Adviser with relevant qualifications.
- Other info: Ideal for those with an entrepreneurial spirit and a passion for helping others.
The predicted salary is between 36000 - 60000 £ per year.
Jo (Mrs H) at Avocet Commercial Careers has an outstanding opportunity for a fully remote Mortgage Broker with an independent financial advisory firm near Exeter. This is your chance to work with successful professionals and business owners while enjoying enhanced benefits including comprehensive life assurance and group income protection!
About the Client
Our client is an established independent financial advisory firm based close to Exeter, specialising in providing holistic financial advice to medical professionals and successful business owners. They believe in honesty, effective communication, and expertise, understanding that finance can be intricate and demanding.
About the Role
This permanent position is fully remote but the main office is in Topsham, Exeter. You will be delivering mortgage and protection advice to the highest standards while building and maintaining professional relationships with clients who are successful in their own fields. With a focus on achieving good client outcomes and adhering to FCA rules, you will have the opportunity to develop external business relationships and participate in business development projects.
Mortgage Broker Responsibilities
- Determine client expenses, income, insurance coverage, financial objectives, and tax status to advise on suitable mortgages and protection
- Answer client queries regarding the mortgage and protection process and recommendations
- Build and maintain your client base through exceptional service delivery
- Handle re-mortgage clients efficiently and professionally
- Stay updated on FCA financial regulations, market trends, and industry developments
- Seek and develop new external business relationships and opportunities
- Participate in proposition development and business development projects
- Develop relationships with professional introducers, product providers, and relevant parties
- Deliver recommendations that achieve good client outcomes
- Cover responsibilities for colleagues during absences as required
Mortgage Broker Requirements
Essential:
- Minimum 2 years experience as a Mortgage and Protection Adviser with demonstrably successful track record
- Qualified to CII CF6 (Mortgage Advice), CII R01, and CII R05 (Financial Protection) or CeMAP equivalent
- Strong analytical skills to assess complex financial data and recommend suitable solutions
- Deep understanding of financial markets and in-depth knowledge of mortgage and protection policies
- Excellent interpersonal and communication skills with ability to build trust and rapport
- Ability to explain financial concepts clearly to clients with varying financial literacy levels
- Entrepreneurial mindset with strong problem-solving skills
- High ethical standards with commitment to acting in clients' best interests
- Proficiency with software including MS Office Suite, Acre, and provider platforms
- Ability to work independently, prioritise workload, and manage conflicting deadlines
Desirable:
- Understanding of challenges facing business owners and successful professionals
- Experience advising medical professionals or high-net-worth clients
Benefits
- Competitive salary DOE
- Fully remote
- Enhanced employer pension contributions
- Life assurance and group income protection scheme
- Ongoing CPD support and learning opportunities
- Plus much more!
The Ideal Candidate
You are an experienced mortgage and protection adviser with a proven track record and entrepreneurial mindset. With your strong analytical skills and deep market knowledge, you excel at assessing complex financial situations and recommending suitable solutions. You possess excellent communication skills, allowing you to build trust with successful professionals and business owners while explaining financial concepts clearly. You are committed to high ethical standards, achieving good client outcomes, and staying current with regulatory requirements and market developments.
Contact Jo (Mrs H) at Avocet Commercial Careers for more information.
Mortgage Broker | Self-Employed | Remote in Plymouth employer: Avocet Legal Recruitment Ltd
Contact Detail:
Avocet Legal Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Broker | Self-Employed | Remote in Plymouth
✨Network Like a Pro
Get out there and connect with people in the industry! Attend virtual events, join online forums, or even hit up social media groups. Building relationships can lead to referrals and job opportunities that you won't find on job boards.
✨Show Off Your Expertise
Create a personal brand that showcases your knowledge in mortgages and financial advice. Share insights, write articles, or even start a blog. This not only positions you as an expert but also attracts potential clients and employers who value your expertise.
✨Ace the Interview
When you land that interview, be prepared to discuss real-life scenarios where you've helped clients achieve their financial goals. Use specific examples to demonstrate your problem-solving skills and how you build trust with clients. Remember, it's all about showing them you can deliver results!
✨Apply Through Our Website
Don't forget to apply through our website for the best chance at landing that dream job! We make it easy for you to showcase your skills and experience directly to employers looking for top talent like you.
We think you need these skills to ace Mortgage Broker | Self-Employed | Remote in Plymouth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Mortgage Broker role. Highlight your experience, qualifications, and any specific achievements that relate to mortgage and protection advice. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share your passion for helping clients and your understanding of the financial landscape. We love seeing personality in applications!
Showcase Your Skills: Don’t just list your skills; demonstrate them! Use examples from your past experiences to show how you've successfully navigated complex financial situations. We’re looking for those strong analytical skills and excellent communication abilities!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Avocet Legal Recruitment Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of mortgage and protection policies. Familiarise yourself with the latest FCA regulations and market trends, as these are crucial for the role. Being able to discuss these topics confidently will show that you're serious about the position.
✨Showcase Your Experience
Prepare specific examples from your past work that highlight your successful track record as a Mortgage and Protection Adviser. Think about how you've built client relationships and delivered exceptional service. This will help demonstrate your fit for the role and your entrepreneurial mindset.
✨Practice Clear Communication
Since you'll be explaining complex financial concepts to clients with varying levels of understanding, practice articulating these ideas clearly. You might even want to role-play with a friend or family member to refine your communication skills before the interview.
✨Ask Insightful Questions
Prepare thoughtful questions about the company and its approach to client relationships. This shows your genuine interest in the role and helps you assess if the company aligns with your values, especially regarding honesty and effective communication.
