At a Glance
- Tasks: Help clients with their mortgage needs and financial goals from the comfort of your home.
- Company: Join one of the UK's largest independent mortgage brokers, known for trust and outstanding service.
- Benefits: Enjoy a competitive commission split, extensive benefits package, and a pension scheme.
- Why this job: Experience impressive earning potential while working in a friendly, inclusive culture that values growth.
- Qualifications: Must be a qualified Mortgage Adviser with excellent customer service and communication skills.
- Other info: Work remotely in London/South East with all leads provided; perfect for self-motivated individuals.
The predicted salary is between 36000 - 60000 £ per year.
This self-employed Mortgage Adviser role can be 100% home-based within the London/South East 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 prides itself on its friendly, inclusive culture and offers an extensive staff benefits package and pension scheme. This is also an opportunity to join one of the 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 1,200 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 13,000 customer enquiries a year. As such, they are currently seeking a self-employed Mortgage Adviser based in the London catchment 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.
Contact Detail:
CareerStone Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Consultant
✨Tip Number 1
Network with other professionals in the mortgage and finance industry. Attend local events or join online forums to connect with potential colleagues and clients. Building relationships can lead to referrals and valuable insights into the market.
✨Tip Number 2
Stay updated on the latest mortgage products and regulatory changes. This knowledge will not only enhance your credibility but also enable you to provide the best advice to your clients, making you a more attractive candidate for the role.
✨Tip Number 3
Demonstrate your customer service skills during any interactions. Whether it's through networking or interviews, showcasing your ability to understand and meet client needs will set you apart from other candidates.
✨Tip Number 4
Prepare to discuss your previous successes as a Mortgage Adviser. Be ready to share specific examples of how you've helped clients achieve their financial goals, as this will highlight your experience and effectiveness in the role.
We think you need these skills to ace Mortgage Consultant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Mortgage Adviser. Focus on your achievements, such as the number of cases handled and any specific successes in customer service or sales.
Craft a Compelling Cover Letter: In your cover letter, express your passion for helping clients achieve their financial goals. Mention your understanding of the mortgage market and how your skills align with the company's values and culture.
Showcase Relevant Qualifications: Clearly list your qualifications and certifications related to mortgage advising. Include any ongoing professional development activities that demonstrate your commitment to staying updated in the field.
Highlight Your Customer Service Skills: Emphasise your exceptional customer service abilities in both your CV and cover letter. Provide examples of how you've successfully consulted with clients and met their needs in previous roles.
How to prepare for a job interview at CareerStone
✨Showcase Your Experience
Be prepared to discuss your previous experience as a Mortgage Adviser. Highlight specific cases where you successfully met clients' needs and how you navigated challenges. This will demonstrate your expertise and ability to deliver exceptional service.
✨Understand the Company Culture
Research the company's values and culture before the interview. Since they pride themselves on a friendly and inclusive environment, be ready to share examples of how you embody these traits in your professional interactions.
✨Stay Updated on Industry Trends
Familiarise yourself with the latest mortgage products and legislative changes. Being knowledgeable about current trends will show your commitment to continuous professional development and your ability to provide informed advice to clients.
✨Demonstrate Your Consultative Skills
Prepare to showcase your consultative approach during the interview. Practice how you would engage with clients to understand their financial goals and how you would tailor your recommendations to meet their specific needs.