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For Companies At a Glance
- Tasks: Help clients with their mortgage needs and provide tailored financial advice.
- Company: Join one of the UK's largest independent mortgage brokers 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: Work with a consistent lead source and handle 15-25 cases monthly.
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. 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.
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
Network with other mortgage professionals in your area. Attend local industry 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
Familiarise yourself with the latest mortgage products and regulations. Staying updated on industry changes will not only enhance your knowledge but also demonstrate your commitment to clients, making you a more attractive candidate.
✨Tip Number 3
Showcase your customer service skills during any interactions. Since this role emphasises exceptional service, be prepared to discuss specific examples of how you've successfully assisted clients in the past.
✨Tip Number 4
Prepare to discuss your self-motivation and career goals. This position is self-employed, so highlighting your drive and ambition will reassure potential employers that you're ready to thrive in an independent 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 client consultations.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the mortgage industry and your understanding of the company's values. Mention how your skills align with their requirements and how you can contribute to their friendly, inclusive culture.
Highlight Relevant Qualifications: Clearly list your qualifications and certifications related to mortgage advising. Ensure you mention your FCA competence status and any ongoing professional development activities you are engaged in.
Showcase Customer Service Skills: Provide examples in your application that demonstrate your exceptional customer service and consultative abilities. Use specific scenarios where you successfully met client needs or resolved issues.
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 results.
✨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.
✨Prepare for Technical Questions
Brush up on your knowledge of mortgage products, regulations, and market trends. Expect questions that assess your understanding of the Financial Services and Markets Act 2000 and FCA guidelines, as well as your approach to ongoing professional development.
✨Demonstrate Your Customer Service Skills
Since exceptional customer service is crucial for this role, prepare to discuss how you build relationships with clients. Share anecdotes that illustrate your consultative approach and how you ensure client satisfaction throughout the mortgage process.
