Mortgage Advisor

Mortgage Advisor

Manchester Full-Time 42000 - 84000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Provide expert mortgage advice and support clients in their financial journey.
  • Company: Join a reputable company with over 200 five-star Google reviews, known for transparency.
  • Benefits: Enjoy uncapped earnings, flexible remote work, and ongoing training support.
  • Why this job: This role offers career progression to Independent Financial Adviser and a chance to make a real impact.
  • Qualifications: Must have CeMAP or relevant qualification and 2-3 years of mortgage advising experience.
  • Other info: Ideal for motivated individuals seeking a fresh challenge in a supportive environment.

The predicted salary is between 42000 - 84000 £ per year.

Self Employed Mortgage & Protection Advisor (Remote) Can be based anywhere within the UK

Do you have 18-24 months Mortgage Advisor experience and are looking for a fresh and exciting new challenge?

Want to increase your earnings and receive high quality leads on a regular basis?

Want full admin support so you can get on with what you do best, giving Advice and selling Mortgages and Protection?

Want the flexibility of working from home?

Our client is currently seeking a Mortgage & Protection Adviser to join our team on a self-employed basis. The company recognises the importance of flexible working; this is a fully remote working position.

Our client takes great pride in our honest, transparent and professional approach to services we provide to customers, as demonstrated by achieving over 200 5 star google reviews.

We are looking for a Mortgage adviser who wants to further progress their career to become an Independent Financial Adviser over the next 12-18 months or to progress further within the Mortgage arm of the business.

Experience & Qualifications:

  • CeMAP or relevant Mortgage Qualification (DipFA or working towards level 4)
  • A positive attitude and excellent team communication
  • Client-orientated with high customer service skills and communication
  • The ability to explain complex information clearly and simply
  • Minimum 2-3 years experience of delivering Mortgage & Protection advice
  • All of our advisers deliver advice remotely throughout the UK
  • The ability to work from home/own office
  • Exceptional organisation skills
  • A passion to learn

What You Get:

  • Uncapped income potential, with expected income £50,000-£60,000+ pa. dependent on performance
  • Working with a well-established, professional, forward-looking company
  • 100% Flexible Working – work from home/own office
  • Ongoing business development support and training
  • Some leads supplied – Client bank required
  • Competitive revenue share
  • Next step in your career fully supported

Responsibilities:

  • Meeting performance targets and achieving company standards
  • Ability to prospect and organise meetings
  • Fact-find effectively to establish the client’s current finances and future aspirations.
  • Provide high quality professional mortgage advice and explain different types of mortgages available
  • Explain required insurance and protection products so that clients can make informed choices.
  • Communicate effectively at all levels
  • Ensure all regulatory documentation completed within the required timescale
  • Keep up to date with new mortgage and protection products and changes in mortgage regulation
  • Maintain generic knowledge of the Financial Services industry and knowledge that is deemed necessary
  • Embrace company values and promote them effectively alongside the brand.
  • Develop and fine tune the mortgage proposition
  • Train to become an IFA

If you want to take your career to the next level, your goals align with the above info and you meet the criteria, please apply to be considered for interview.

We are open to speaking to anyone who has 18 months minimum Mortgage Advisor background and motivated ambitious individuals.

Mortgage Advisor employer: Citrus Elite Recruitment Ltd

Our client is an exceptional employer, offering a fully remote working environment that prioritises flexibility and work-life balance for Mortgage Advisors across the UK. With a strong commitment to professional development, employees benefit from ongoing training and support, paving the way for career progression towards becoming an Independent Financial Adviser. Coupled with uncapped income potential and a culture of transparency and integrity, this role provides a rewarding opportunity for those looking to thrive in a dynamic and supportive setting.
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Contact Detail:

Citrus Elite Recruitment Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage Advisor

✨Tip Number 1

Network with other Mortgage Advisors and professionals in the financial services industry. Attend relevant webinars, workshops, or local meetups to build connections that could lead to referrals or insights about the role.

✨Tip Number 2

Familiarise yourself with the latest mortgage products and regulations. Staying updated will not only boost your confidence but also demonstrate your commitment to potential employers during discussions.

✨Tip Number 3

Prepare to discuss your client management strategies. Be ready to share examples of how you've successfully built relationships and provided exceptional service to clients in your previous roles.

✨Tip Number 4

Showcase your adaptability and willingness to learn. Highlight any additional training or qualifications you are pursuing, as this aligns with the company's focus on ongoing development and progression.

We think you need these skills to ace Mortgage Advisor

CeMAP or relevant Mortgage Qualification
Client-Oriented Approach
Excellent Communication Skills
Ability to Explain Complex Information Clearly
Experience in Delivering Mortgage & Protection Advice
Exceptional Organisation Skills
Ability to Work Remotely
Prospecting and Meeting Organisation
Fact-Finding Skills
Knowledge of Mortgage and Protection Products
Understanding of Regulatory Documentation
Up-to-Date Knowledge of Mortgage Regulations
Adaptability to Changes in the Financial Services Industry
Passion for Continuous Learning

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your 18-24 months of Mortgage Advisor experience. Emphasise relevant qualifications like CeMAP and any customer service skills that align with the job description.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and your understanding of the company's values. Mention your desire to progress to an Independent Financial Adviser and how you can contribute to their success.

Showcase Your Skills: In your application, clearly demonstrate your ability to explain complex information simply, your organisational skills, and your client-oriented approach. Use specific examples from your past experiences to illustrate these points.

Highlight Flexibility and Remote Work Experience: Since this is a remote position, mention any previous experience working from home or in a flexible environment. Discuss how you manage your time effectively and stay organised while working independently.

How to prepare for a job interview at Citrus Elite Recruitment Ltd

✨Showcase Your Experience

Make sure to highlight your 18-24 months of experience as a Mortgage Advisor. Be prepared to discuss specific cases where you successfully provided mortgage and protection advice, demonstrating your expertise and client-oriented approach.

✨Understand the Company Values

Familiarise yourself with the company's values and their commitment to transparency and professionalism. During the interview, express how your personal values align with theirs and how you can contribute to maintaining their high standards.

✨Prepare for Technical Questions

Expect questions about different types of mortgages and protection products. Brush up on your knowledge of current mortgage regulations and be ready to explain complex information clearly, as this is crucial for the role.

✨Demonstrate Your Communication Skills

Since the role involves remote communication, showcase your excellent communication skills during the interview. Practice explaining financial concepts in simple terms, as this will be essential when advising clients.

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