Mortgage Adviser/Advisor/Broker (Home Based) (remote)

If you’re a tenacious and driven individual with a proven track record in financial services, you could be just what we’re looking for…

We are a growing and progressive mortgage brokerage based in Hertford, with a dedicated team of 24 professionals and counting. Since our establishment in 2018, we’ve specialised in providing tailored mortgage solutions, helping clients secure the best financing options available. While many mortgage brokers offer similar services, what truly sets us apart is not just the what and how , but the why and who . Our goal is to become the UK’s preferred hub for ambitious, self-employed mortgage professionals.

You’ll be responsible for helping people find and apply for the right mortgage for them, according to their situation and finances. You’ll be dealing with estate agents, valuers and mortgage lenders, keeping up to date with the current market and legislation and working closely with your customers. Helping people find the right loan for them
The successful candidate will display a dedicated and committed approach to building a successful mortgage advisory business
A good credit history is essential, you must also be free from any regulatory breaches and not be banned from accessing any mortgage lenders
Knowledge of common mortgage products, programs and procedures
Understanding of mortgage underwriting
Experience of Microsoft Office programs
Chartered Insurance Institute (CII) or Certificate in Mortgage Advice (Cert MA) or Certificate in Mortgage Advice and Practice (CeMAP)

The ideal advisor will have an existing client bank, although this is not essential as marketing support will be provided
At Clever Advice, we’re all about helping our advisors be the best they can be
Remote working: Whole of Market Mortgage and Protection panel: Never submit another mortgage application or write a suitability letter. Pre-qualified mortgage leads may be provided from time to time but this is not guaranteed and is subject to availability; you will be expected to source your own business in order to grow your client bank
Independence and the opportunity to run your own mortgage advisory business
Marketing and business development support will be provided to help you self-generate your own leads
We take care of your PI insurance, stationery, compliance, product sourcing software and much more
Full training, ongoing compliance, mentoring, competence and supervision support
Online conveyancing system, making conveyancing instructions easy quick and efficient ensuring an additional revenue stream for our advisers

This is a fantastic opportunity for advisers looking for the flexibility of self-employment, combined with a role that offers a rewarding work–life balance and uncapped earning potential. Whether you\’re newly qualified, returning to the industry, seeking a change, or ready to build something of your own – we\’d love to have a chat.