At a Glance
- Tasks: Guide clients through financing journeys and secure the best lending solutions.
- Company: Join a market-leading firm with a dynamic team culture.
- Benefits: Uncapped commission, full admin support, and remote working options.
- Other info: Exciting progression to partnership opportunities and ongoing training provided.
- Why this job: Make a real impact in clients' lives while building a fulfilling career.
- Qualifications: CeMAP qualified with CAS status and previous mortgage advisory experience.
The predicted salary is between 65000 - 120000 £ 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 £4,097 (mortgage and broker fee only).
PARTNERSHIP OPPORTUNITIES
For ambitious brokers, the firm operates a "progression to partnership programme" where you can become a shareholder and executive within the business.
WHY JOIN THIS FIRM?
- All leads provided at no cost to adviser (60+ per month)
- Guaranteed income for training period
- All systems provided at no cost to adviser
- Equipment provided by firm
- A "Progression to Partner Programme" for ambitious advisers
- 121 training provided to upskill brokers in the firm’s 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
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: £120,000 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 £4,097 (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 about delivering a 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.
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.
Remote Mortgage Broker / Financial Services Advisor in Oxford employer: AWD Online
Join a market-leading firm that prioritises your growth and success as a Mortgage Broker / Financial Services Advisor. With a supportive team environment, comprehensive training, and a unique progression to partnership programme, you will have the opportunity to thrive in your career while enjoying the flexibility of remote or hybrid working arrangements. Benefit from uncapped commission potential and full admin support, allowing you to focus on delivering exceptional service to clients.
StudySmarter Expert Advice🤫
We think this is how you could land Remote Mortgage Broker / Financial Services Advisor in Oxford
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like AWD Online. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Remote Mortgage Broker / Financial Services Advisor in Oxford
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to AWD Online.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on AWD Online's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at AWD Online
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with AWD Online.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at AWD Online will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former AWD Online employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
