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For Companies At a Glance
- Tasks: Help clients with mortgages and protection advice while managing your own schedule.
- Company: Join a tech-focused network supporting mortgage advisers across the UK.
- Benefits: Enjoy flexible hours, generous commissions, and comprehensive training opportunities.
- Why this job: This role offers independence, support, and the chance to grow your business.
- Qualifications: Must have CeMAP qualification and experience in the UK mortgage market.
- Other info: Work remotely with client visits; ideal for self-motivated individuals.
The predicted salary is between 42000 - 84000 £ per year.
Overview
Mortgage Advisor / Life & Protection Adviser / Broker
• Are you looking for more flexible hours?
• Would you like to receive hot leads for new business opportunities?
• Do you like the idea of having the support of a fully functional back office, providing you with administrative support plus much more?
• Would you like to work with an organisation that offers generous commission payments?
If you can answer ‘Yes’ to these questions, then this job will be for you!
EARNINGS: £70,000 OTE + Benefits
LOCATION: Remote / Working from Home with Client Visits within your local area (Candidates MUST be UK based)
JOB TYPE: Full-Time, Self-Employed Contract
Job Overview
The company is growing their team and looking for an Appointed Representative to join them as a self-employed Mortgage Advisor / Life & Protection Adviser / Broker who is looking to grow their business and take it to new levels.
This hybrid self-employed role offers the freedom to manage your own schedule, supported by a local office, warm leads, and admin / marketing assistance.
The company is a technology-focused Appointed Representative (AR) Network in the UK, offering comprehensive support services to mortgage and protection advisers. Their network comprises experienced ARs and advisers who specialise in tailored mortgage advice, protection, general insurance, and later life lending products. The company combines a strong focus on consumer-centric service with bespoke solutions to help advisers succeed. They provide access to an extensive product range, professional marketing services, expert guidance, and ongoing training, all supported by a cutting-edge technology platform. Additionally, the company host regular events and offer business development support to streamline operations and deliver the best outcomes for clients.
Working as the Mortgage Advisor / Life & Protection Adviser / Broker you will be CeMAP qualified or equivalent and CAS status, with strong knowledge of the UK mortgage market and lender criteria.
As the Mortgage Advisor / Life & Protection Adviser / Broker you will enjoy the opportunities working on a self-employed basis with the support of a well-established company behind you. After all, 1,000 advisors nationwide can’t be wrong.
If you are an advisor and looking for a role where you can concentrate on writing business, this may be the role for you.
APPLY TODAY
If this job looks like your ideal position, then please send in your CV as soon as possible for our Recruitment Team to review.
Duties
- Client Relationship Management: Proactively follow up on leads, cultivate relationships, and effectively manage a pipeline of mortgage and protection clients
- Fact-Finding & Needs Analysis: Conduct thorough fact-finding interviews to understand clients\’ financial circumstances, needs, and objectives
- Product Research & Recommendation: Research and identify suitable mortgage products (residential, buy-to-let, remortgage, specialist lending, etc.) and protection solutions (life insurance, critical illness, income protection, etc.) from across the whole of market
- Advice Delivery: Provide clear, comprehensive, and compliant mortgage and protection advice, ensuring clients understand the recommended solutions and associated risks
- Application Management: Guide clients through the entire application process, from initial submission to completion, liaising with lenders, solicitors, and other relevant parties
- Compliance & Regulation: Adhere strictly to all FCA regulations, internal compliance procedures, and industry best practices. Maintain accurate and up-to-date client records
- Continuous Professional Development (CPD): Stay current with market trends, regulatory changes, and new product offerings through ongoing training and CPD
- Business Development: Actively seek new business opportunities, build professional connections, and promote your services effectively
Candidate Requirements
- Previous experience as a Mortgage Advisor in the UK
- CeMAP qualification (or equivalent) and Competent Advisor Status (CAS) is essential
- Strong knowledge of the UK mortgage market and lender criteria
- Excellent communication and interpersonal skills, with the ability to build trust and rapport
- A proactive, results-driven mindset with a passion for delivering outstanding customer service
- Strong organisational skills and the ability to manage multiple cases simultaneously
- Proficiency in mortgage software and tools (e.g., sourcing systems, CRM platforms)
Benefits
- Authentic lead support provided (no purchased leads)
- Very generous commission splits
- Access to a wide range of training programs for growth and development
- 1 to 1 training and development from a highly experienced Operations Manager
- Remote or Hybrid options available
How to Apply
To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CV’s 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-C13826
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Mortgage Advisor / Life & Protection Adviser / Broker in Sunderland) employer: AWD online
Contact Detail:
AWD online Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Advisor / Life & Protection Adviser / Broker in Sunderland)
✨Tip Number 1
Network with other mortgage advisors and professionals in the industry. Attend local events or webinars to connect with potential colleagues and clients, as personal referrals can significantly boost your chances of landing this role.
✨Tip Number 2
Familiarise yourself with the latest technology platforms used in the mortgage industry. Being tech-savvy will not only enhance your efficiency but also demonstrate your commitment to staying current in a rapidly evolving field.
✨Tip Number 3
Prepare to discuss your approach to client relationship management during interviews. Highlight your strategies for building trust and rapport, as these skills are crucial for success in a self-employed advisory role.
✨Tip Number 4
Research the company thoroughly before applying. Understand their values, services, and the support they offer to advisors. This knowledge will help you tailor your conversations and show that you're genuinely interested in being part of their team.
We think you need these skills to ace Mortgage Advisor / Life & Protection Adviser / Broker in Sunderland)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Mortgage Advisor, focusing on your CeMAP qualification and CAS status. Emphasise your knowledge of the UK mortgage market and any relevant software proficiency.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for delivering outstanding customer service and your proactive approach to business development. Mention how you can leverage the support offered by the company to grow your client base.
Highlight Relevant Experience: In your application, detail your previous experience in managing client relationships and conducting needs analysis. Provide examples of how you've successfully guided clients through the mortgage application process.
Showcase Continuous Learning: Mention any ongoing training or professional development you've undertaken to stay current with market trends and regulatory changes. This demonstrates your commitment to excellence in your field.
How to prepare for a job interview at AWD online
✨Know Your Products
Make sure you have a solid understanding of the mortgage and protection products available in the UK market. Be prepared to discuss various options and how they can meet different client needs.
✨Demonstrate Your Client Management Skills
Be ready to share examples of how you've successfully managed client relationships in the past. Highlight your ability to follow up on leads and maintain a strong pipeline of clients.
✨Showcase Your Compliance Knowledge
Familiarise yourself with FCA regulations and internal compliance procedures. Be prepared to discuss how you ensure adherence to these standards in your work.
✨Prepare Questions for Them
Think of insightful questions to ask about the company's support systems, training opportunities, and commission structure. This shows your genuine interest in the role and helps you assess if it's the right fit for you.