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For Companies At a Glance
- Tasks: Help clients with their mortgage needs and provide tailored financial advice.
- Company: Join a top UK Independent Mortgage & Protection Broker with a stellar reputation.
- Benefits: Enjoy a flexible home-based role, competitive commission, and a comprehensive benefits package.
- Why this job: Be part of a friendly culture that values growth and offers impressive earning potential.
- Qualifications: Must be a qualified Mortgage Adviser with strong customer service skills and ambition.
- Other info: All leads provided; work independently while making a real impact in clients' lives.
The predicted salary is between 36000 - 60000 £ per year.
This self-employed Mortgage Adviser role can be 100% home-based within the Devon 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 1,000 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 somewhere in Devon.
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 would like to find out more, please apply with a copy of your CV today!
Mortgage Consultant employer: CareerStone
Contact Detail:
CareerStone Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Consultant
✨Tip Number 1
Familiarise yourself with the latest mortgage products and market trends. This knowledge will not only help you in client consultations but also demonstrate your commitment to staying informed, which is crucial for a Mortgage Consultant.
✨Tip Number 2
Network with other professionals in the financial services industry. Building relationships with estate agents, financial planners, and other advisers can lead to referrals and enhance your reputation as a trusted adviser.
✨Tip Number 3
Consider joining local business groups or online forums related to mortgages and finance. Engaging in discussions and sharing insights can position you as an expert and increase your visibility in the Devon area.
✨Tip Number 4
Prepare to showcase your customer service skills during any interviews or meetings. Highlight specific examples of how you've successfully assisted clients in the past, as this role heavily relies on exceptional consultative abilities.
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: Write a cover letter that showcases your passion for the role and the company. Mention your understanding of the mortgage market and how your skills align with their requirements, particularly your consultative ability and customer service experience.
Highlight Relevant Qualifications: Clearly list your qualifications and any certifications related to mortgage advising. Emphasise your FCA compliance knowledge and any ongoing professional development activities you are engaged in.
Showcase Your Self-Motivation: In your application, provide examples of how you have demonstrated self-motivation and ambition in your previous roles. This is crucial for a self-employed position, so make it clear how you take initiative and drive your own success.
How to prepare for a job interview at CareerStone
✨Showcase Your Expertise
As a Mortgage Consultant, it's crucial to demonstrate your knowledge of mortgage products and the financial market. Be prepared to discuss your previous experiences and how you've successfully helped clients achieve their financial goals.
✨Emphasise Customer Service Skills
This role requires exceptional customer service abilities. Share specific examples of how you've provided outstanding service in past roles, and explain how you would ensure a positive experience for clients in this position.
✨Demonstrate Self-Motivation
Since this is a self-employed role, it's important to convey your self-motivation and ambition. Discuss how you manage your time effectively and stay driven to meet targets, especially when working from home.
✨Stay Updated on Industry Changes
The mortgage industry is constantly evolving. Show that you are proactive about keeping up with new products and legislative changes. Mention any recent developments you've learned about and how they could impact your work as a Mortgage Consultant.
