Mortgage Advisor

Mortgage Advisor

Edinburgh 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 making informed decisions.
  • Company: Join a reputable company with over 200 five-star Google reviews, known for transparency and professionalism.
  • Benefits: Enjoy uncapped income potential, flexible remote work, and ongoing training support.
  • Why this job: This role offers career progression to Independent Financial Adviser and a chance to work from anywhere.
  • Qualifications: Must have CeMAP or relevant qualification and 2-3 years of mortgage advising experience.
  • Other info: Ideal for motivated individuals looking to advance their careers 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 Mortgage Advisor role that prioritises flexibility and work-life balance. 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. The company fosters a positive and collaborative work culture, backed by a stellar reputation reflected in over 200 five-star reviews, making it an ideal environment for motivated individuals seeking meaningful and rewarding employment.
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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 for virtual interviews by ensuring you have a professional setup at home. Test your technology beforehand and create a distraction-free environment to showcase your professionalism.

✨Tip Number 4

Highlight your client-oriented approach in conversations. Share specific examples of how you've successfully helped clients navigate their mortgage options, as this aligns with the company's values and expectations.

We think you need these skills to ace Mortgage Advisor

CeMAP or relevant Mortgage Qualification
Client-oriented with high customer service skills
Excellent communication skills
Ability to explain complex information clearly
Experience in delivering Mortgage & Protection advice
Exceptional organisation skills
Ability to work independently from home
Prospecting and meeting organisation skills
Knowledge of mortgage and protection products
Understanding of regulatory documentation requirements
Up-to-date knowledge of mortgage regulations
Adaptability to changes in the Financial Services industry
Passion for continuous learning and professional development

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your 18-24 months of Mortgage Advisor experience. Emphasise your qualifications, such as CeMAP or any relevant certifications, and showcase your client-oriented skills and communication abilities.

Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for the role and the mortgage industry. Mention your desire to progress to an Independent Financial Adviser and how you align with the company's values of honesty and professionalism.

Showcase Relevant Experience: In your application, provide specific examples of how you've successfully delivered mortgage and protection advice in the past. Highlight your ability to explain complex information clearly and your exceptional organisational skills.

Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application demonstrates your attention to detail and professionalism, which are crucial in the financial services industry.

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, practice articulating your thoughts clearly and concisely. Use examples from your past experiences to illustrate your ability to communicate effectively with clients and colleagues alike.

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