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- Tasks: Help clients secure mortgages and financial services while building your own client base.
- Company: Join a leading firm known for its dynamic team and market success.
- Benefits: Enjoy remote work options, uncapped commission, and additional training opportunities.
- Why this job: This role offers high earning potential and a path to partnership in a supportive environment.
- Qualifications: CeMAP qualification and CAS status required; experience in mortgage brokering is a plus.
- Other info: First month is office-based in Exeter for training; then you can work remotely.
The predicted salary is between 52000 - 78000 £ per year.
Join a thriving team at a market-leading firm! We are seeking a highly motivated and experienced CeMAP-qualified Mortgage Broker / Financial Services Advisor with CAS status and a proven track record to join our dynamic firm, where the average case size across the team in 2024 was £4,047 (mortgage and broker fee only).
For ambitious brokers, the firm operates a \”progression to partnership programme\” where you can become a shareholder and executive within the business.
ADDITIONAL TRAINING PROVIDED
The company will provide additional 121 upskill training focusing on their area of expertise covering specialist finance products and services.
EARNINGS:
YEAR 1: £65,000 OTE (uncapped commission structure)
YEAR 2: £100,000 OTE (uncapped commission structure)
YEAR 3: £130,000 OTE (uncapped commission structure)
LOCATION: Remote / Home Based or Hybrid
Successful candidates will need to commit to the first month being fully office-based in Exeter, Devon, whilst you are completing the firm\’s internal training program (costs are covered by the firm). Once completed, you’ll have the option to work remotely from home or, if you prefer, work in a hybrid capacity, from home and the office in Exeter.
JOB TYPE: Full-Time, Self-Employed Contract
JOB OVERVIEW
We have a fantastic new job opportunity for a Mortgage Broker / Financial Services Advisor who is CeMap qualified with CAS status and has a proven track record of successfully managing a significant mortgage pipeline and delivering exceptional client service.
Working as the Mortgage Broker / Financial Services Advisor, you will join a successful, leading and established niche UK firm where the average case size across the team in 2024 was £4,047 (mortgage and broker fee only).
As the Mortgage Broker / Financial Services Advisor, you will be responsible for working with clients to secure finance for their self-build and property development projects. This will involve identifying the most suitable lending options for clients, negotiating terms with lenders, and managing the mortgage application process from start to finish.
As a successful candidate, you will join a market-leading firm that can offer ongoing training and development, full admin support, and a great team environment.
APPLY TODAY
If you’re already an adviser who wants to earn more, is obsessed with delivering great service, and is ambitious to grow a business, then this firm could be a fit for you. To be considered for this position, please send in your CV as soon as possible for our Recruitment Team to review.
DUTIES
Your duties as a specialist Mortgage Advisor will include:
- Become the trusted advisor: Guide clients through the entire financing journey for their unique projects.
- Unleash the power of possibility: Identify and present the most innovative and competitive lending solutions tailored to each client\’s individual needs and circumstances.
- Negotiate winning deals: Leverage your expertise to secure the best possible terms and conditions with lenders on behalf of your clients.
- Streamline the process: Efficiently manage mortgage applications from start to finish, ensuring a smooth and seamless experience for all parties involved.
- Stay ahead of the curve: Continuously enhance your knowledge by staying abreast of the latest industry trends and regulatory changes.
This is an exciting opportunity for a passionate and ambitious individual to make a real difference to clients. Join the team and build a fulfilling career in specialist finance.
WHY JOIN THIS FIRM?
- All leads provided at no cost to adviser.
- All systems provided at no cost to adviser.
- Equipment provided by the firm.
- Large case sizes.
- 121 training provided to upskill brokers in our area of expertise.
- Uncapped commission scheme.
- Full admin support.
- Control your own diary.
- DA firm with no network oversight.
- Bespoke CRM.
- Great team environment.
- Work with complex finance cases and add real value to clients.
- Hybrid/remote working available.
- A “Progression to Partner Programme” for ambitious advisers.
CANDIDATE REQUIREMENTS
As the Mortgage Broker / Financial Services Advisor, you will have the following skills, experience, and qualifications:
- CAS status.
- Full CeMap qualification.
- Previous experience as a Mortgage Advisor.
- Ability to manage a large mortgage pipeline.
- Customer-focused.
- Ability to manage multiple leads a day.
- Ability to plan own time/diary efficiently.
- Full UK driving licence.
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-C
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Mortgage Broker / Financial Services Advisor employer: AWD online
Contact Detail:
AWD online Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Broker / Financial Services Advisor
✨Tip Number 1
Make sure to highlight your CeMAP qualification and CAS status during any conversations or networking opportunities. These credentials are essential for the role and will set you apart from other candidates.
✨Tip Number 2
Familiarize yourself with the company's progression to partnership programme. Understanding how this works and expressing your ambition to grow within the company can demonstrate your long-term commitment and motivation.
✨Tip Number 3
Engage with current employees on platforms like LinkedIn to gain insights into the company culture and expectations. This can help you tailor your approach and show that you're genuinely interested in being part of their team.
✨Tip Number 4
Prepare to discuss your previous successes in mortgage brokering, especially focusing on case sizes and commission structures. Being able to quantify your achievements will make a strong impression during interviews.
We think you need these skills to ace Mortgage Broker / Financial Services Advisor
Some tips for your application 🫡
Highlight Your Qualifications: Make sure to clearly state your CeMAP qualification and CAS status in your application. These credentials are essential for the role, so they should be prominently featured in your CV and cover letter.
Showcase Your Experience: Provide specific examples of your previous work as a Mortgage Broker or Financial Services Advisor. Include details about your track record, particularly any achievements related to case sizes or commission earnings.
Express Your Ambition: Since the firm offers a progression to partnership programme, convey your ambition and long-term career goals in your application. Explain how you see yourself growing within the company and contributing to its success.
Tailor Your Application: Customize your CV and cover letter to align with the company's values and the specifics of the job description. Mention your willingness to undergo additional training and your adaptability to remote or hybrid working environments.
How to prepare for a job interview at AWD online
✨Showcase Your CeMAP Qualification
Make sure to highlight your CeMAP qualification during the interview. Discuss how it has equipped you with the necessary skills and knowledge to excel as a Mortgage Broker, and be prepared to provide examples of how you've applied this expertise in past roles.
✨Demonstrate Your Track Record
Be ready to discuss your proven track record in the industry. Share specific examples of successful cases you've handled, particularly those that align with the average case size mentioned in the job description. This will help illustrate your capability and experience.
✨Express Your Ambition for Progression
Since the firm offers a progression to partnership programme, express your ambition and interest in advancing within the company. Talk about your long-term career goals and how you see yourself contributing to the firm's success as a future shareholder.
✨Prepare for Questions on Specialist Finance Products
Given that additional training will focus on specialist finance products, prepare to discuss your familiarity with these areas. Research common products and services in the market, and be ready to share your insights or experiences related to them.
