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.
- Other info: Flexible roles available for both employed and self-employed advisors.
- 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.
The predicted salary is between 20000 - 28000 £ per year.
Employed and Self- Employed Mortgage Advisor Roles
Employed and Self- Employed Mortgage Advisor Roles
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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
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#J-18808-LjbffrEmployed and Self- Employed Mortgage Advisor Roles in Milton Keynes employer: Collective Financial Planning
Collective Financial Planning Ltd is an exceptional employer located in Milton Keynes, offering a dynamic and supportive work environment for Mortgage Advisors. With a strong focus on career growth, employees benefit from tailored development opportunities, a collaborative team culture, and access to a wide range of mortgage products. The flexibility of hybrid working arrangements, combined with a rewarding commission structure, makes this an attractive place for professionals seeking meaningful and fulfilling careers in financial advising.
Contact Details:
Collective Financial Planning Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Employed and Self- Employed Mortgage Advisor Roles in Milton Keynes
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Collective Financial Planning. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Collective Financial Planning.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Collective Financial Planning. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Employed and Self- Employed Mortgage Advisor Roles in Milton Keynes
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Collective Financial Planning and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Collective Financial Planning how you can be a team player!
How to prepare for a job interview at Collective Financial Planning
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Collective Financial Planning.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Collective Financial Planning's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
