Remote Mortgage Broker / Financial Services Advisor

Remote Mortgage Broker / Financial Services Advisor

Full-Time 65000 - 120000 £ / year (est.) No working from home possible
AWD Online

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: Earn uncapped commission, receive full admin support, and enjoy remote work options.
  • Other info: Partnership opportunities and ongoing training for ambitious brokers.
  • Why this job: Make a real impact in clients' lives while building a fulfilling career in finance.
  • Qualifications: CeMAP qualification, CAS status, and experience managing mortgage pipelines.

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 system 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.

Remote Mortgage Broker / Financial Services Advisor 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. Benefit from uncapped commission structures and full admin support, allowing you to focus on delivering exceptional service to clients and managing your own diary effectively.

AWD Online

Contact Details:

AWD Online Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Remote Mortgage Broker / Financial Services Advisor

Tip Number 1

Network like a pro! Reach out to your connections in the finance industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone at a firm like this one.

Tip Number 2

Prepare for interviews by practising common questions specific to mortgage broking. Think about how you can showcase your CeMAP qualification and CAS status, and be ready to discuss your previous successes with clients.

Tip Number 3

Don’t just apply anywhere; focus on firms that align with your career goals. This company offers a progression to partnership programme, so highlight your ambition and how you can contribute to their success.

Tip Number 4

Use our website to apply directly! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re proactive and serious about landing that dream role.

We think you need these skills to ace Remote Mortgage Broker / Financial Services Advisor

CeMAP Qualification
CAS Status
Mortgage Application Management
Client Relationship Management
Negotiation Skills
Time Management
Customer Service Orientation

Some tips for your application 🫡

Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your CeMAP qualification, CAS status, and any relevant achievements that showcase your ability to manage a mortgage pipeline.

Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for this role. Share your passion for delivering exceptional client service and how you can contribute to our dynamic team. Keep it concise but impactful!

Showcase Your Experience:When detailing your previous roles, focus on specific examples of how you've successfully managed complex finance cases or negotiated favourable terms with lenders. This will help us see your potential impact on our clients.

Apply Through Our Website:We encourage you to submit your application through our website. It’s the easiest way for us to review your details and get back to you quickly. Don’t miss out on this fantastic opportunity!

How to prepare for a job interview at AWD Online

Know Your Stuff

Make sure you brush up on your CeMAP qualifications and CAS status. Be ready to discuss your previous experiences as a Mortgage Advisor, especially how you've managed large mortgage pipelines and delivered exceptional client service.

Showcase Your Negotiation Skills

Prepare examples of how you've successfully negotiated terms with lenders in the past. This role requires you to secure the best possible deals for clients, so demonstrating your expertise in this area will be crucial.

Understand the Company Culture

Familiarise yourself with the firm's values and the benefits they offer, like the 'Progression to Partner Programme'. Showing that you align with their culture and are excited about growth opportunities can set you apart from other candidates.

Ask Insightful Questions

Prepare thoughtful questions about the role and the team environment. Inquire about the training provided and how the firm supports brokers in managing their leads. This shows your genuine interest in the position and helps you assess if it's the right fit for you.