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- Tasks: Help clients find the right mortgage and guide them through the application process.
- Company: Clever Advice is a progressive mortgage brokerage in Hertford, dedicated to tailored mortgage solutions.
- Benefits: Enjoy remote work, competitive commission splits, and comprehensive admin support.
- Why this job: Join a supportive team with no sales targets and the freedom to build your own business.
- Qualifications: Must have an industry-recognised qualification like CeMAP or Cert CII, and a good credit history.
- Other info: Ideal for self-motivated individuals seeking flexibility and uncapped earning potential.
The predicted salary is between 36000 - 60000 £ per year.
IS THIS ROLE FOR YOU? You will have a good head for figures, an analytical brain and excellent interpersonal skills. You will also be able to demonstrate an ability to follow processes through. In addition, you’ll display outstanding customer service as well as being highly motivated, professional and a real ‘people person’. 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...
ABOUT US: 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. At Clever Advice, we pride ourselves on being a brokerage created by advisers, for advisers. Our goal is to become the UK’s preferred hub for ambitious, self-employed mortgage professionals.
ROLE: 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. You’ll have a ‘can do’ approach as well as excellent interpersonal skills.
YOU WILL BE RESPONSIBLE FOR:
- Helping people find the right loan for them
- Taking them through the home buying or refinancing process
- Managing paperwork
- Dealing and negotiating with lenders and underwriters
- Meeting with customers, listening to their needs
SKILLS, COMPETENCIES AND EXPERIENCE:
Essential:
- You will need to be an ambitious, driven and a self-motivated individual
- 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
- Ability to generate your own business is a must
- Good with figures
- Analytical and enquiring mind
- Attention to detail
- Knowledge of common mortgage products, programs and procedures
- Understanding of mortgage underwriting
- Experience of Microsoft Office programs
- Exceptional people skills + good communication skills
- Good at sales to promote our services
- An industry-recognised qualification e.g. Chartered Insurance Institute (CII) or Certificate in Mortgage Advice (Cert MA) or Certificate in Mortgage Advice and Practice (CeMAP)
Desirable:
- The ideal advisor will have an existing client bank, although this is not essential as marketing support will be provided
- Willingness to learn, find out about new products and regulation
- Demonstrable industry experience
- Good team player
- Ability to juggle multiple jobs and work to a high standard, even when faced with a tight deadline
- Possess a high level of client focus and understanding of client needs
- Experience of social media, blogging
HERE'S WHAT YOU'LL GET WHEN YOU JOIN US:
- Highly competitive and generous commission splits
- Outstanding support: At Clever Advice, we’re all about helping our advisors be the best they can be
- No sales targets and the ability to work at your own pace
- Remote working: You can be based anywhere in the UK
- Whole of Market Mortgage and Protection panel: At Clever Advice you can work with virtually every lender and protection provider in the UK market.
- Comprehensive admin support: Never submit another mortgage application or write a suitability letter. This is all done for you by an experienced in-house admin team
- 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
- Our advisors service and own their clients under all circumstances this means if you decide to leave Clever Advice you will keep all your clients
- Dedicated helpdesk with BDM support: Access to technical support and assistance with product placement.
- 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.
Could this be you? Get in touch at recruitment@cleveradvice.co.uk
Please note applicants who are not CeMAP or Cert CII (MP) qualified will not be considered for the role.
MORTGAGE ADVISOR - SELF EMPLOYED employer: Clever Advice
Contact Detail:
Clever Advice Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land MORTGAGE ADVISOR - SELF EMPLOYED
✨Tip Number 1
Network with other mortgage professionals and attend industry events to build connections. This can help you gain insights into the market and potentially lead to referrals, which is crucial for a self-employed mortgage advisor.
✨Tip Number 2
Stay updated on the latest mortgage products and regulations. Being knowledgeable will not only boost your confidence but also impress potential clients and employers, showing that you are committed to providing the best service.
✨Tip Number 3
Develop your personal brand online, especially on social media platforms. Share valuable content related to mortgages and finance to establish yourself as an expert in the field, which can attract clients and enhance your visibility.
✨Tip Number 4
Consider creating a portfolio of case studies or testimonials from previous clients. This can demonstrate your success and expertise in helping clients secure mortgages, making you a more attractive candidate for the role.
We think you need these skills to ace MORTGAGE ADVISOR - SELF EMPLOYED
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your analytical skills, customer service experience, and any relevant qualifications like CeMAP or Cert CII. Use specific examples from your past roles to demonstrate your ability to follow processes and manage paperwork.
Craft a Compelling Cover Letter: In your cover letter, express your motivation for applying to Clever Advice and how your values align with theirs. Mention your experience in financial services and your ability to generate business, as these are key aspects of the role.
Showcase Your Interpersonal Skills: Since this role requires excellent people skills, include examples of how you've successfully interacted with clients or colleagues in previous positions. Highlight any achievements that demonstrate your ability to build relationships and provide outstanding customer service.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial for a Mortgage Advisor.
How to prepare for a job interview at Clever Advice
✨Showcase Your Analytical Skills
As a Mortgage Advisor, you'll need to demonstrate your ability to analyse financial situations. Prepare examples from your past experiences where you've successfully assessed client needs and provided tailored solutions.
✨Demonstrate Excellent Interpersonal Skills
This role requires strong people skills. Be ready to discuss how you've built relationships with clients or colleagues in the past. Use specific examples to illustrate your ability to connect and communicate effectively.
✨Highlight Your Knowledge of Mortgage Products
Familiarise yourself with common mortgage products and current market trends. During the interview, be prepared to discuss how you would approach finding the right mortgage for different client scenarios.
✨Prepare Questions About the Company
Show your interest in Clever Advice by preparing thoughtful questions about their mission, values, and support for advisors. This demonstrates that you are not only interested in the role but also in being part of their team.
