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For Companies At a Glance
- Tasks: Help clients navigate their mortgage needs and provide expert advice.
- Company: Join a respected London brokerage with 25 years of experience in the market.
- Benefits: Enjoy a competitive salary, commission structure, and work-from-home flexibility.
- Why this job: This role offers significant earning potential and the chance to work with high-net-worth clients.
- Qualifications: 2-3 years as a Mortgage Adviser with strong product knowledge and communication skills required.
- Other info: No lead generation needed; focus on providing exceptional service to existing clients.
The predicted salary is between 28000 - 42000 £ per year.
Job Description
This self-employed Mortgage Adviser role can be 100% home-based within the London area, with all leads provided.
With a 50-59% commission split and consistent lead source (advisers handle on average 15-25 cases a month) this position offers impressive earning potential.
The business pride themselves on their friendly, inclusive culture and offer an extensive staff benefits package and pension scheme.
So as well as unrivalled earning potential, this is also an opportunity to join one of UK's largest and most prestigious whole of market Independent Mortgage & Protection Brokers, who invest heavily in their employees and offer a platform for further growth and success.
The Company:
As a highly respected name in the market, they provide mortgage and protection advice and complementary products to employees within over 1,000 partner businesses, including many major FTSE250 corporations.
With a reputation built on trust and outstanding service they have continued to grow and now receive over 13,0000 customer enquiries a year. As such they are currently seeking a self-employed Mortgage Adviser based somewhere in the London area.
Responsibilities of a self-employed Mortgage Adviser
- Consult with clients to discuss their mortgage needs and financial goals
- Analyse information gathered and undertake sufficient research to make suitable recommendations.
- Complete all supporting documentation in an accurate manner.
- Ensure that the level of service, as agreed with each client, is delivered in a timely manner.
- Attain and maintain competent status as defined by the FCA and the firm.
- Keep up to date with new products, technical or legislative changes within the marketplace.
- Always comply with the requirements of the Financial Services and Markets Act 2000 and the FCA’s Principles, Rules and the Code of Practice for Approved Persons.
- Via self-assessment and feedback, identify Continuing Professional Development (CPD) needs to maintain and enhance Competent status and undertake appropriate activity to meet those needs.
Requirements
- Proven success as a fully qualified Mortgage Adviser (either employed or self-employed)
- Exceptional customer service & consultative ability
- A professional approach and excellent communication skills
- Self-motivated with strong career focus
- Ability to demonstrate drive and ambition
- IT literate with attention to detail
If this self-employed Mortgage Adviser position sounds of interest and you'd like to find out more please apply with a copy of your CV today!
Mortgage Adviser employer: CareerStone
Contact Detail:
CareerStone Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Adviser
✨Tip Number 1
Make sure to highlight your experience in the HNW market during your conversations. This role specifically seeks someone with a proven track record in this area, so be ready to discuss your past successes and how they relate to the needs of high-net-worth clients.
✨Tip Number 2
Familiarize yourself with the latest mortgage products and market trends. Being knowledgeable about current offerings will not only help you in discussions but also demonstrate your commitment to providing expert advice to clients.
✨Tip Number 3
Network with real estate agents and other professionals in the industry. Building relationships with referral sources can enhance your credibility and provide additional support for your client base, which is crucial for this role.
✨Tip Number 4
Prepare to showcase your exceptional customer service skills. Since this position emphasizes providing best-in-class service, think of examples from your past where you went above and beyond for clients, as this will resonate well with the hiring team.
We think you need these skills to ace Mortgage Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Mortgage Adviser, especially in the HNW market. Include specific achievements and metrics that demonstrate your success in advising clients and managing a client book.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for providing exceptional service to clients. Mention your understanding of current market trends and how you can leverage this knowledge to benefit the company and its clients.
Highlight Relevant Experience: In your application, emphasize your 2-3 years of experience in a Mortgage Advisor role. Discuss your familiarity with mortgage products, financial analysis, and your ability to work independently while managing multiple client files.
Showcase Communication Skills: Since excellent communication and interpersonal skills are crucial for this role, provide examples in your application of how you've successfully built relationships with clients and referral sources in the past.
How to prepare for a job interview at CareerStone
✨Showcase Your Expertise
Make sure to highlight your experience as a Mortgage Adviser, especially in the HNW market. Be prepared to discuss specific mortgage products and how you've successfully guided clients in the past.
✨Demonstrate Exceptional Communication Skills
Since this role requires excellent interpersonal skills, practice articulating your thoughts clearly and confidently. Use examples from your previous roles to illustrate how you effectively communicated with clients and built relationships.
✨Stay Updated on Market Trends
Research current trends in the mortgage industry and be ready to discuss them during the interview. Showing that you are knowledgeable about the latest regulations and product offerings will demonstrate your commitment to providing expert advice.
✨Emphasize Client-Centric Approach
This position focuses on providing exceptional service rather than chasing leads. Prepare to share stories that reflect your dedication to understanding client needs and delivering tailored solutions that help them achieve their financial goals.
