At a Glance
- Tasks: Help clients find the perfect mortgage while managing relationships with estate agents and lenders.
- Company: Join a progressive mortgage brokerage in Hertford, dedicated to tailored financial solutions since 2018.
- Benefits: Enjoy remote work, marketing support, and full training with uncapped earning potential.
- Other info: Ideal for those seeking self-employment with support to grow their own advisory business.
- Why this job: Experience independence and flexibility while making a real impact in people's lives.
- Qualifications: Must have a good credit history and knowledge of mortgage products; experience preferred but not essential.
The predicted salary is between 36000 - 60000 £ per year.
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.
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.
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.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Advisor Self Employed Home Based (remote)
✨Tap into Online Freelance Networks
Jump onto platforms like Upwork or Freelancer where finance and accounting gigs pop up all the time. Build a strong profile that showcases your financial controlling expertise, and don’t hesitate to apply for projects that fit your skillset.
✨Connect with Finance Communities
Join finance-specific groups on LinkedIn or forums like Finance Club. Engage in discussions and share insights to get noticed. This can lead to word-of-mouth recommendations and direct job leads from fellow finance professionals.
✨Show Off Your Knowledge
Create a public portfolio showcasing your projects or case studies related to financial controlling. Consider writing articles or blogs about finance trends or strategies, which can help establish your credibility and attract new clients.
✨Leverage Local Meetups
Keep an eye out for finance meetups or workshops in your area. They’re perfect for networking and can often lead to freelance opportunities. Plus, having that face-to-face connection can set you apart from the competition when clients are choosing who to hire.
We think you need these skills to ace Mortgage Advisor Self Employed Home Based (remote)
Some tips for your application 🫡
Show off your qualifications:In financial controlling, it's essential to highlight your relevant qualifications. Make sure to include any certifications like ACCA or CIMA in your CV, as they particularly catch the eye of hiring managers in this field. It's all about showcasing your expertise!
Portfolio of projects:As a freelancer, your portfolio is your best friend. Include case studies or summaries of past financial projects you've worked on. Clearly outline the challenges you faced, the solutions you implemented, and the outcomes. This not only showcases your skills but also proves your value to potential clients like Clever Advice.
Be clear about your rates:When applying for freelance gigs, it's wise to be upfront about your rates in your application. Clearly stating your hourly or project-based fees can save both you and Clever Advice time down the line. It shows you’re professional and ready to jump into negotiations.
Personalise your application:Don’t just send a generic application to Clever Advice. Tailor your cover letter to include specific examples of how your skills in financial controlling align with their needs. Mention any software tools you're proficient with, like ERP systems or financial modelling tools, that are relevant to the role.
How to prepare for a job interview at Clever Advice
✨Showcase Your Analytical Skills
In financial controlling, your ability to analyse data is vital. Make sure we highlight specific examples from your previous work where you've utilised analytical tools like Excel or specific forecasting software. The interviewers at Clever Advice will want to see your numbers dance!
✨Prepare to Discuss Financial Strategies
Expect questions around how you approach financial strategy development. Have a few examples of successful strategies you've implemented in the past, as these can demonstrate your value to Clever Advice. We should also think about discussing risk management, as it'll show you're thinking ahead.
✨Tailor Your Portfolio for Freelance Success
As a freelancer, your portfolio is your calling card! Let’s make sure it’s packed with case studies that showcase your financial projects, perhaps including any forecasting or budgeting you’ve done for diverse clients. Highlighting your versatility will be key to impressing Clever Advice.
✨Pitch Your Services Confidently
When working as a freelancer, be prepared to discuss not just your experience but also your rates and value proposition. We need to have a clear idea of how your skills will fit into Clever Advice's needs. Confidence in pitching your worth can go a long way!
