At a Glance
- Tasks: Help clients secure mortgages and build a sustainable income in a supportive environment.
- Company: Fairview Financial, a reputable mortgage brokerage in Cheltenham.
- Benefits: Consistent client enquiries, dedicated admin support, and hybrid working options.
- Other info: Join a dynamic team focused on exceptional client service and long-term relationships.
- Why this job: Uncapped earning potential and a clear pathway to success in mortgage advice.
- Qualifications: CeMAP qualified or equivalent; driven individuals ready to grow.
The predicted salary is between 30000 - 40000 € per year.
Are you a qualified Mortgage Adviser looking to build a sustainable, high‑performing income within a structured and supportive environment? At Fairview Financial, we’re growing a team of advisers who are serious about delivering quality advice and building sustainable income — whether you’re experienced or newly qualified and driven to succeed. We provide a steady flow of qualified client enquiries, alongside the systems, admin support, and infrastructure needed to help you convert efficiently and build predictable income.
What you’ll benefit from:
- Consistent flow of high‑quality client enquiries
- Dedicated administrative support to progress cases and reduce your workload
- All‑in‑one CRM system to streamline fact‑finds, document collection, product sourcing and case tracking
- Access to whole‑of‑market lenders and protection panels
- Hybrid / remote working with access to our Cheltenham office (parking available)
- A structured, growth‑focused environment with clear processes and support.
Earnings & Income Potential:
- On‑target earnings with a clear and scalable income pathway
- Uncapped earning potential — no ceiling on what you can achieve
- Ability to build long‑term, repeat and referral‑based income.
Who we’re looking for:
- Experienced Advisers: Confident in managing and converting client enquiries, looking to build on an existing client base and grow their business further, professional, organised, and proactive in managing their pipeline.
- Newly Qualified Advisers: Fully CeMAP (or equivalent) qualified, highly driven, coachable, and motivated to build a career in mortgage advice, willing to learn, develop, and take ownership of opportunities.
What matters to us:
- A driven individual with the ability to network and generate additional business alongside provided opportunities
- Strong work ethic and personal accountability
- Professional and compliant approach to advice
- Ability to manage opportunities through to completion.
About Fairview Financial: Fairview Financial is an established Cheltenham‑based mortgage and protection brokerage with a strong local reputation for delivering high‑quality, whole‑of‑market advice. We’ve built a dynamic and supportive team environment focused on exceptional client service, long‑term relationships, and consistent outcomes. As we continue to grow, our focus remains on maintaining high standards while expanding a team of advisers who are committed to doing the right thing for clients and building a successful career. We are a firm where advisers are supported by strong systems and people, processes are designed to improve efficiency and consistency, clients receive a high‑quality, professional service, and advisers can develop, grow, and build long‑term success.
If you’re motivated to succeed and want to be part of a firm that supports that ambition, we’d like to hear from you.
Mortgage Adviser – Self-Employed in Cheltenham employer: Fairview Financial Ltd
At Fairview Financial, we pride ourselves on being an exceptional employer that fosters a supportive and growth-oriented environment for Mortgage Advisers. With a steady flow of high-quality client enquiries, dedicated administrative support, and a structured approach to career development, our team members can thrive both professionally and financially. Located in Cheltenham, we offer the unique advantage of hybrid working, allowing you to balance your career with personal commitments while being part of a dynamic team committed to delivering outstanding client service.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Adviser – Self-Employed in Cheltenham
✨Network Like a Pro
Get out there and connect with people in the industry! Attend local events, join online forums, and don’t be shy about reaching out to potential clients or colleagues. Building relationships can lead to referrals and opportunities that you might not find through traditional job searching.
✨Show Off Your Skills
When you get the chance to meet potential employers or clients, make sure to showcase your expertise. Prepare a quick pitch about your experience and how you can help them. Remember, confidence is key, so practice makes perfect!
✨Leverage Social Media
Use platforms like LinkedIn to your advantage. Share insights about the mortgage industry, engage with posts, and connect with other professionals. This not only boosts your visibility but also positions you as a knowledgeable adviser in the field.
✨Apply Through Our Website
Don’t forget to check out our website for the latest opportunities at Fairview Financial. Applying directly through us not only shows your interest but also gives you a better chance to stand out in the hiring process. We’re excited to see what you bring to the table!
We think you need these skills to ace Mortgage Adviser – Self-Employed in Cheltenham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with what we're looking for. Highlight your qualifications, especially if you're a newly qualified adviser or have experience managing client enquiries.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your passion for mortgage advice and how you can contribute to our supportive environment. Be genuine and let your personality come through.
Showcase Your Achievements:Don’t just list your responsibilities; showcase your achievements! Whether it's converting client enquiries or building a client base, we want to see how you've made an impact in your previous roles.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you're proactive!
How to prepare for a job interview at Fairview Financial Ltd
✨Know Your Stuff
Make sure you brush up on your mortgage knowledge and the latest market trends. Being able to discuss current products and regulations confidently will show that you're serious about the role and ready to provide quality advice.
✨Showcase Your Skills
Prepare examples of how you've successfully managed client enquiries in the past. Whether you're experienced or newly qualified, demonstrating your ability to convert leads and build relationships will set you apart from other candidates.
✨Ask Smart Questions
Come prepared with insightful questions about Fairview Financial's processes and support systems. This not only shows your interest in the company but also helps you understand how they can help you grow your business.
✨Be Yourself
While professionalism is key, don’t forget to let your personality shine through. Fairview Financial values a strong work ethic and personal accountability, so being genuine will help you connect with the interviewers and demonstrate that you’re a good fit for their team.
