Mortgage Adviser (Self-Employed) in Devon, Exeter

Mortgage Adviser (Self-Employed) in Devon, Exeter

Exeter +1 Freelance 80000 - 120000 £ / year (est.) Home office (partial)
Ecruit

At a Glance

  • Tasks: Advise clients on mortgage solutions and manage cases from start to finish.
  • Company: Capricorn Financial Group, a leading mortgage brokerage in London.
  • Benefits: Uncapped earnings, hybrid working model, and strong operational support.
  • Other info: Ideal for self-motivated individuals looking to scale their income.
  • Why this job: Build your own business with proven introducer relationships and flexible working.
  • Qualifications: CeMAP qualified with experience as a Mortgage Adviser.

The predicted salary is between 80000 - 120000 £ per year.

Capricorn Financial Group is expanding across Cambridgeshire. We are looking for ambitious, commercially driven Mortgage Advisers who want to build their own business with the backing of a well-established introducer network, strong operational support, and a proven model.

This is a hybrid opportunity offering both flexibility and consistent deal flow.

The Opportunity

  • This is a self-employed role designed for advisers who want:
  • Greater earning potential
  • More control over their pipeline
  • Access to quality introducers and leads
  • A platform that allows them to scale their business properly

You will work with a mix of estate agents, developers, and local introducers, receiving a steady flow of mortgage opportunities while building your own client base over time.

What we offer

  • Established introducer relationships across Cambridgeshire
  • Regular flow of qualified mortgage opportunities
  • A hybrid working model office in Newmarket + flexibility to work remotely
  • Admin, compliance, and case management support
  • Access to systems, lenders, and infrastructure via Sesame Limited
  • The backing of Capricorn Financial, one of London’s leading brokerages

This is not a cold-start; it’s a platform designed to help you write business from day one.

Earnings Potential

  • Uncapped earnings commission-based structure
  • Strong introducer flow provides consistent opportunities to generate income
  • Ability to scale earnings through repeat business and local relationships
  • Achievable OTE £80k+ realistic in Year 1; £120k-£160k+ in Year 2; Top performers £200k+

This is a role where your income is directly linked to your output and ability to build relationships.

Your Role

  • Advise clients on residential and buy-to-let mortgage solutions
  • Manage cases from initial enquiry through to completion
  • Build and maintain relationships with local introducers and clients
  • Deliver a high level of service to drive repeat and referral business
  • Take ownership of your pipeline and performance

We’re Looking For

  • CeMAP qualified (or equivalent)
  • Experience as a Mortgage Adviser
  • Proven ability to generate and convert business
  • Strong relationship-building skills
  • Self-motivated with a business-owner mindset
  • Based within reach of Newmarket / Cambridgeshire

Why Join Capricorn Financial Group

  • Access to local introducer relationships across Cambridgeshire
  • Hybrid flexibility with office support when needed
  • Strong infrastructure allowing you to focus on advising and writing business
  • Backing of a proven, high-performing mortgage platform
  • Opportunity to build a long-term, scalable income stream

Important

  • This is a self-employed, commission-only position
  • You must have the right to work in the UK
  • Hybrid working regular access to Newmarket office expected

This role is ideal for advisers who want to move away from restrictive employed roles and build something of their own with the security of existing introducers, strong support, and a recognised brand behind them. If you’re driven, commercially focused, and ready to take ownership of your earnings, apply now.

Locations

ExeterDevon

Mortgage Adviser (Self-Employed) in Devon, Exeter employer: Ecruit

Capricorn Financial Group is an exceptional employer for self-employed Mortgage Advisers, offering a unique blend of flexibility and support in the vibrant Cambridgeshire region. With established introducer relationships and a strong operational framework, you can build your own mortgage business while enjoying uncapped earnings potential and a hybrid working model that allows for both remote work and office collaboration in Newmarket. Join us to take control of your career and income, backed by one of London's leading brokerages.

Ecruit

Contact Details:

Ecruit Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Mortgage Adviser (Self-Employed) in Devon, Exeter

Show Off Your Expertise Online

In the banking and financial services world, sharing your insights on platforms like LinkedIn can really set you apart. Write articles about market trends or finance tips, and engage in discussions in relevant groups. This not only boosts your visibility but also highlights your knowledge to potential clients.

Join Freelance Platforms and Networking Events

Freelancing in finance can be competitive, so make sure you're on platforms like Upwork or Fiverr, specifically targeting finance gigs. Also, look for finance networking events or webinars to connect with small businesses that might need your services. Meeting people face-to-face (or online) can score you those elusive freelance contracts.

Build a Stunning Portfolio

Since you're going freelance, having a solid portfolio is a must. Showcase your previous work, such as reports or analyses, and consider using case studies to highlight your approach. The more you can demonstrate your skills, the easier it is for clients to trust you with their finances.

Direct Outreach is Key

For freelance gigs, don't wait for opportunities to come to you. Identify companies or startups that align with your skills and reach out directly. A personalised message introducing yourself and proposing how you could add value can go a long way. Plus, keep an eye on Ecruit for freelance opportunities—they might have just what you’re looking for!

We think you need these skills to ace Mortgage Adviser (Self-Employed) in Devon, Exeter

CeMAP qualification (or equivalent)
Experience as a Mortgage Adviser
Business Development Skills
Relationship-Building Skills
Self-Motivation
Client Management
Pipeline Management

Some tips for your application 🫡

Showcase Your Financial Savvy:When applying for a freelance role in banking and financial services, we need to see your expertise front and centre! Mention specific financial regulations or tools you've mastered, and feel free to include your relevant qualifications, like CFA or ACCA, to bolster your credibility.

Build a Stellar Portfolio:Since this is a freelance gig, your portfolio is your ticket to impressing us at Ecruit. Include examples of past projects you've completed—think financial analyses, investment reports, or forecasting models. Be sure to highlight the results you achieved!

Tailor Your Rates and Availability:We want to see that you're flexible and can align with our needs. Clearly outline your freelance rates, availability for projects, and whether you're open to long-term collaborations or just ad-hoc gigs. This makes it easier for us to understand how we can work together!

Craft a Compelling Cover Letter:In your cover letter, express not just your skills, but also why you're excited about joining Ecruit. Share your passion for financial services and how you plan to tackle challenges in this sector. This is your chance to connect on a personal level—make it count!

How to prepare for a job interview at Ecruit

Show Off Your Financial Savvy

When you're talking with Ecruit, make sure to highlight your experience with financial modelling, risk assessment, or portfolio management. Freelance work often requires a good level of financial literacy, so prepare to discuss any relevant tools you've used, whether it's Excel or specific financial software.

Bring Your Portfolio to Life

A freelance role means you’ll want to showcase your previous work effectively. Put together a portfolio that not only highlights your projects but also demonstrates the outcomes - think case studies or success stories that showcase how your financial skills made a difference for past clients.

Know Your Regulations and Compliance

In the banking and financial services world, understanding compliance and regulations is crucial. Make sure you’re up to date with the latest standards as they relate to your expertise. Be prepared for specific questions about how you've navigated these in past roles or how you'd approach potential compliance challenges.

Be Ready to Discuss Your Rates and Availability

As a freelancer, the topic of rates and availability can come up early on. Be clear about what you offer and how you charge. It might also help to have a few examples in mind where your expertise saved someone money or improved efficiency to justify your rates to Ecruit.