Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Help clients with tailored mortgage advice and manage applications daily.
- Company: Join Collective Financial Planning, a growing team of financial advisers in Milton Keynes.
- Benefits: Enjoy hybrid work options, uncapped commission, and career growth opportunities.
- Why this job: Be part of a supportive team focused on client relationships and professional development.
- Qualifications: CeMap qualified with strong communication skills; previous advisory experience is a plus.
- Other info: Flexible roles available for both employed and self-employed advisors.
The predicted salary is between 20000 - 28000 £ per year.
Employed and Self- Employed Mortgage Advisor Roles
Employed and Self- Employed Mortgage Advisor Roles
1 day ago Be among the first 25 applicants
Direct message the job poster from Collective Financial Planning
Company Description
Collective Financial Planning Ltd is a rapidly growing team of seasoned Financial Advisers based in Milton Keynes. We cater to both individual and corporate clients through face-to-face and virtual financial planning services. Our focus is to deliver personalized advice tailored to the specific needs and objectives of each client, while maintaining a high standard of confidentiality and professionalism. We aim to build long-term relationships by regularly meeting with clients to ensure their financial goals are on track and adapting to their changing needs.
Role Description
This is a full-time hybrid role for Employed and Self-Employed Mortgage Advisors, based in Milton Keynes with flexibility for working from home. The Mortgage Advisors will be responsible for providing tailored Mortgage and Protection advice to individual clients. Daily tasks include conducting client consultations, mortgage application processing and maintaining up-to-date knowledge of mortgage products and market trends. Advisors will collaborate both in-person and virtually to meet client needs and build long-term relationships.
Qualifications
- CeMap Qualified
- Skills in Mortgage Marketing
- Strong communication and interpersonal skills
- Ability to work independently and as part of a team
- Previous experience in a similar advisory role is advantageous
Benefits as a Mortgage Advisor with Collective Financial Planning:
- Career Growth: If you are looking for career growth, we can support in developing a route of progression, should this be in the direction of Wealth, Equity Release, Commercial or specialising in a niche area of Mortgages.
- Supportive Environment: Collaborative team working together to support with internal referral opportunities and individual development
- Market Access: Advising on a wide panel of lenders and providers for Mortgage and Protection
- Systems: Training on systems with the additional support of an internal CRM and application system, Smartr365
Package:
- Self- Employed role with a rewarding commission structure. Commission structure to be discussed based on experience and current client base opportunities. Work from home or hybrid
- Employed role with a rewarding commission structure. Salary to be negotiated depending on experience. £25,000-£35,000 basic salary (OTE £40,000-£100,000) with 50% commission on self-generated leads
- Uncapped Commission
- Hybrid role
If you are an experienced Mortgage Advisor with a proven track record and are eager to further your career within a supportive, professional and passionate team, we would like to hear from you!
To apply, or for further information, please contact Bobi via email at Bobi@colfinancial.co.uk
Seniority level
-
Seniority level
Mid-Senior level
Employment type
-
Employment type
Full-time
Job function
-
Job function
Finance and Sales
Referrals increase your chances of interviewing at Collective Financial Planning by 2x
Sign in to set job alerts for “Mortgage Advisor” roles.
Milton Keynes, England, United Kingdom 1 week ago
Milton Keynes, England, United Kingdom 2 weeks ago
Milton Keynes, England, United Kingdom 1 week ago
Milton Keynes, England, United Kingdom 4 months ago
Milton Keynes, England, United Kingdom 1 week ago
Milton Keynes, England, United Kingdom 5 months ago
Milton Keynes, England, United Kingdom 5 months ago
Milton Keynes, England, United Kingdom 3 weeks ago
Milton Keynes, England, United Kingdom 1 week ago
Milton Keynes, England, United Kingdom 1 week ago
Northampton, England, United Kingdom 7 months ago
Northampton, England, United Kingdom 8 months ago
Bedford, England, United Kingdom 5 days ago
Northampton, England, United Kingdom 1 week ago
Luton, England, United Kingdom 5 days ago
Thame, England, United Kingdom 5 days ago
Aylesbury, England, United Kingdom 5 days ago
Aylesbury, England, United Kingdom 5 days ago
Northampton, England, United Kingdom 7 months ago
Luton, England, United Kingdom 4 months ago
Luton, England, United Kingdom 3 weeks ago
Northampton, England, United Kingdom 3 weeks ago
Luton, England, United Kingdom 3 months ago
Luton, England, United Kingdom 5 days ago
Northampton, England, United Kingdom 3 weeks ago
Hitchin, England, United Kingdom 2 weeks ago
Northamptonshire, England, United Kingdom 8 hours ago
Milton Keynes, England, United Kingdom 7 hours ago
Luton, England, United Kingdom 1 month ago
Senior Securities & Redemptions Lending Officer
Milton Keynes, England, United Kingdom 7 hours ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Employed and Self- Employed Mortgage Advisor Roles employer: Collective Financial Planning
Contact Detail:
Collective Financial Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Employed and Self- Employed Mortgage Advisor Roles
✨Tip Number 1
Network with professionals in the mortgage and financial advisory sectors. Attend local events or join online forums to connect with others who can provide insights or even referrals to Collective Financial Planning.
✨Tip Number 2
Stay updated on the latest mortgage products and market trends. This knowledge will not only help you in interviews but also demonstrate your commitment to providing tailored advice to clients.
✨Tip Number 3
Prepare to discuss your previous experiences in similar advisory roles. Highlight specific examples where you successfully helped clients achieve their financial goals, as this aligns with the company's focus on building long-term relationships.
✨Tip Number 4
Familiarise yourself with the tools and systems mentioned in the job description, like Smartr365. Showing that you have a basic understanding of these systems can set you apart from other candidates.
We think you need these skills to ace Employed and Self- Employed Mortgage Advisor Roles
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in mortgage advising and showcases your CeMap qualification. Use specific examples of how you've successfully helped clients in the past.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for financial advising and your understanding of the role. Mention your ability to build long-term client relationships and your knowledge of mortgage products.
Showcase Your Skills: Emphasise your strong communication and interpersonal skills in your application. Provide examples of how you've worked both independently and as part of a team in previous roles.
Highlight Your Market Knowledge: Demonstrate your up-to-date knowledge of mortgage products and market trends. This could be through mentioning any recent training or certifications, or by discussing current market conditions in your cover letter.
How to prepare for a job interview at Collective Financial Planning
✨Know Your Mortgage Products
Make sure you have a solid understanding of various mortgage products and market trends. Being able to discuss these confidently will show your expertise and help you connect with the interviewers.
✨Demonstrate Your Communication Skills
As a Mortgage Advisor, strong communication is key. Practice articulating your thoughts clearly and concisely, and be prepared to showcase your interpersonal skills during the interview.
✨Prepare for Scenario Questions
Expect questions that assess how you would handle specific client situations. Think of examples from your past experience where you successfully navigated challenges or provided exceptional service.
✨Show Enthusiasm for Career Growth
Collective Financial Planning values career progression. Be ready to discuss your career aspirations and how you see yourself growing within the company, especially in areas like Wealth or Equity Release.
