At a Glance
- Tasks: Provide tailored mortgage and protection advice while managing client relationships.
- Company: Join Cotswold Financial Solutions, a supportive partner of St. James's Place.
- Benefits: Flexible working options, competitive salary, uncapped earnings, and ongoing training.
- Other info: Enjoy a friendly environment with strong support for your professional growth.
- Why this job: Shape your career with flexibility and the chance to become a Financial Adviser.
- Qualifications: Must have CeMAP qualifications and experience in regulated mortgage advice.
The predicted salary is between 30000 - 35000 £ per year.
Mortgage & Protection Adviser
Chipping Norton, Oxfordshire | Flexible/remote working
Employed: £30,000-£35,000 basic + uncapped earnings
Self-employed: Competitive commission structure + uncapped earning potential
Are you an experienced Mortgage & Protection Adviser looking for greater flexibility, strong support and the opportunity to develop your career? Cotswold Financial Solutions Ltd, a Partner Practice of St. James's Place Wealth Management, is looking for a qualified Mortgage & Protection Adviser to join its established and growing team. With the option to join on an employed or self-employed basis, this is a flexible opportunity that can be shaped around the right individual. For someone looking to develop further, there is also a supported pathway towards becoming a Financial Adviser within the St. James's Place Partnership.
About The role
You'll provide professional, compliant and client-focused mortgage and protection advice, building trusted, long-term relationships and managing cases from initial enquiry through to completion and beyond.
Key responsibilities will include:
- Providing mortgage and protection advice tailored to individual client needs
- Completing fact-finds, affordability assessments and appropriate product research
- Managing mortgage and protection applications through to completion
- Maintaining accurate client records and compliant file notes
- Liaising with lenders, providers, solicitors, estate agents and other professionals
- Keeping up to date with lender criteria, product developments and regulatory requirements
- Building strong client relationships and developing repeat and referral business
- Managing your own diary, workload and pipeline
About you
As the Mortgage & Protection Adviser, you'll need:
- CeMAP 1, 2 and 3, Cert CII (MP), or an equivalent recognised mortgage qualification
- Experience providing regulated mortgage advice
- Experience providing protection advice alongside mortgage recommendations
- A sound understanding of mortgage products, lender criteria and regulatory environment
- Strong communication, relationship-building and organisational skills
- The confidence to work independently while contributing to the wider team
- Full right to work in the UK
- Suitable professional references that can be contacted and verified
- Experience managing an existing client bank, developing professional referral relationships or generating new business would be advantageous
What's on offer?
- Choice of employed or self-employed working arrangements
- £30,000-£35,000 basic salary for employed advisers
- Uncapped performance-related earning potential
- Clearly defined commission structure
- Flexible remote working alongside the Chipping Norton office
- Administrative and compliance support
- Access to the firm's systems and resources
- Ongoing training, CPD and professional development
- Friendly and supportive working environment
- Supported pathway towards becoming a Financial Adviser for the right individual
If you're an experienced Mortgage & Protection Adviser looking for greater flexibility, professional support and genuine long-term career development, we'd love to hear from you.
Application process
Employ Direct is an advertising service of Cameo Consultancy (Recruitment) Limited. When applying for this role, should you be successful, your details will be forwarded directly to our client, and they will contact you. All applications will be treated in confidence. Any offer will be subject to satisfactory, contactable professional references and appropriate regulatory and compliance checks.
Cotswold Financial Solutions Ltd is a Partner Practice of St. James's Place Wealth Management.
Hiring: Mortgage Advisor - Self Employed in Witney employer: Cameo Consultancy (Recruitment) Limited
Join a dynamic global organisation as a Financial Accountant in Banbury, where you'll enjoy a supportive work culture that values ownership and continuous improvement. With competitive benefits including a salary of circa £45,500, annual bonuses, and a profit share scheme, this role offers significant opportunities for professional growth and international exposure within the finance sector. Embrace the chance to make a meaningful impact while working in an evolving environment that encourages innovation and collaboration.
Contact Details:
Cameo Consultancy (Recruitment) Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Hiring: Mortgage Advisor - Self Employed in Witney
✨Tap into Online Freelance Networks
Jump onto platforms like Upwork or Freelancer where finance and accounting gigs pop up all the time. Build a strong profile that showcases your financial controlling expertise, and don’t hesitate to apply for projects that fit your skillset.
✨Connect with Finance Communities
Join finance-specific groups on LinkedIn or forums like Finance Club. Engage in discussions and share insights to get noticed. This can lead to word-of-mouth recommendations and direct job leads from fellow finance professionals.
✨Show Off Your Knowledge
Create a public portfolio showcasing your projects or case studies related to financial controlling. Consider writing articles or blogs about finance trends or strategies, which can help establish your credibility and attract new clients.
✨Leverage Local Meetups
Keep an eye out for finance meetups or workshops in your area. They’re perfect for networking and can often lead to freelance opportunities. Plus, having that face-to-face connection can set you apart from the competition when clients are choosing who to hire.
We think you need these skills to ace Hiring: Mortgage Advisor - Self Employed in Witney
Some tips for your application 🫡
Show off your qualifications:In financial controlling, it's essential to highlight your relevant qualifications. Make sure to include any certifications like ACCA or CIMA in your CV, as they particularly catch the eye of hiring managers in this field. It's all about showcasing your expertise!
Portfolio of projects:As a freelancer, your portfolio is your best friend. Include case studies or summaries of past financial projects you've worked on. Clearly outline the challenges you faced, the solutions you implemented, and the outcomes. This not only showcases your skills but also proves your value to potential clients like Cameo Consultancy (Recruitment) Limited.
Be clear about your rates:When applying for freelance gigs, it's wise to be upfront about your rates in your application. Clearly stating your hourly or project-based fees can save both you and Cameo Consultancy (Recruitment) Limited time down the line. It shows you’re professional and ready to jump into negotiations.
Personalise your application:Don’t just send a generic application to Cameo Consultancy (Recruitment) Limited. Tailor your cover letter to include specific examples of how your skills in financial controlling align with their needs. Mention any software tools you're proficient with, like ERP systems or financial modelling tools, that are relevant to the role.
How to prepare for a job interview at Cameo Consultancy (Recruitment) Limited
✨Showcase Your Analytical Skills
In financial controlling, your ability to analyse data is vital. Make sure we highlight specific examples from your previous work where you've utilised analytical tools like Excel or specific forecasting software. The interviewers at Cameo Consultancy (Recruitment) Limited will want to see your numbers dance!
✨Prepare to Discuss Financial Strategies
Expect questions around how you approach financial strategy development. Have a few examples of successful strategies you've implemented in the past, as these can demonstrate your value to Cameo Consultancy (Recruitment) Limited. We should also think about discussing risk management, as it'll show you're thinking ahead.
✨Tailor Your Portfolio for Freelance Success
As a freelancer, your portfolio is your calling card! Let’s make sure it’s packed with case studies that showcase your financial projects, perhaps including any forecasting or budgeting you’ve done for diverse clients. Highlighting your versatility will be key to impressing Cameo Consultancy (Recruitment) Limited.
✨Pitch Your Services Confidently
When working as a freelancer, be prepared to discuss not just your experience but also your rates and value proposition. We need to have a clear idea of how your skills will fit into Cameo Consultancy (Recruitment) Limited's needs. Confidence in pitching your worth can go a long way!
