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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 solutions since 2018.
- Benefits: Enjoy remote work, competitive commissions, and comprehensive admin support.
- Why this job: Join a supportive team with no sales targets and the freedom to grow 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?
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 relationships. 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
Familiarise yourself with the latest mortgage products and regulations. Staying updated will not only enhance your knowledge but also demonstrate your commitment to clients, making you a more attractive candidate.
✨Tip Number 3
Develop a strong online presence through social media and professional platforms like LinkedIn. Share valuable content related to mortgages and finance to showcase your expertise and attract potential clients.
✨Tip Number 4
Consider creating a personal brand that reflects your values and approach to mortgage advising. This can help you stand out in a competitive market and resonate with clients who share similar values.
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 experience in financial services, particularly any roles related to mortgage advising. Emphasise your analytical skills, customer service experience, and any relevant qualifications like CeMAP or Cert CII.
Craft a Compelling Cover Letter: In your cover letter, express your passion for helping clients find the right mortgage solutions. Mention your ability to follow processes and your interpersonal skills, as these are key traits for the role.
Showcase Your Achievements: Include specific examples of how you've successfully helped clients in the past. This could be through sales figures, client testimonials, or any awards you've received in the financial sector.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the mortgage advisory field.
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. Be prepared to discuss how you've used your analytical skills in previous roles, perhaps by sharing specific examples of how you helped clients find the right mortgage solutions.
✨Demonstrate Excellent Interpersonal Skills
This role requires outstanding customer service and interpersonal skills. During the interview, focus on your ability to connect with clients. Share stories that highlight your experience in building relationships and understanding client needs.
✨Prepare for Process-Related Questions
Since following processes is crucial in this role, expect questions about your approach to managing paperwork and dealing with lenders. Be ready to explain how you ensure compliance and accuracy in your work, as well as any systems you use to stay organised.
✨Highlight Your Sales Experience
Sales skills are essential for generating your own business. Prepare to discuss your sales achievements and strategies. Think of examples where you successfully promoted services or products, and how you can apply those skills to attract new clients in this role.
