At a Glance
- Tasks: Help clients secure mortgages while building your own successful business.
- Company: Join Fairview Financial, a supportive and growth-focused mortgage brokerage.
- Benefits: Enjoy flexible working, dedicated admin support, and uncapped earning potential.
- Other info: Be part of a dynamic team with a strong local reputation.
- Why this job: Make a real impact in people's lives while growing your career in finance.
- Qualifications: Qualified Mortgage Advisers or newly qualified with a drive to succeed.
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 (digital marketing, SEO, existing clients, introducers)
- 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 (free parking available)
- A supportive, growth-focused environment focused on long-term client relationships rather than high-pressure sales targets.
- 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.
- 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.
- 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.
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.
Self-Employed Mortgage Adviser (Leads Provided) in Cheltenham employer: Fairview Financial Ltd
At Fairview Financial, we pride ourselves on being an excellent employer by fostering a supportive and growth-focused environment for our Mortgage Advisers. With a steady flow of high-quality client enquiries, dedicated administrative support, and the flexibility of hybrid working from our Cheltenham office, we empower our team to build sustainable income without the pressure of high sales targets. Join us to develop your career in a dynamic setting that values long-term client relationships and professional growth.
StudySmarter Expert Advice🤫
We think this is how you could land Self-Employed Mortgage Adviser (Leads Provided) in Cheltenham
✨Tip Number 1
Network like a pro! Get out there and connect with other professionals in the mortgage 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 new opportunities.
✨Tip Number 2
Leverage social media to showcase your expertise. Share tips, success stories, and insights related to mortgage advice on platforms like LinkedIn. This not only positions you as a knowledgeable adviser but also attracts potential clients who are looking for guidance.
✨Tip Number 3
Follow up with leads promptly. When you receive client enquiries, make sure to reach out quickly. A timely response shows professionalism and can significantly increase your chances of converting those leads into clients.
✨Tip Number 4
Utilise our website to apply for roles and access resources. We’ve got tools and support that can help you streamline your job search and connect with opportunities that match your skills. Don’t miss out on what we have to offer!
We think you need these skills to ace Self-Employed Mortgage Adviser (Leads Provided) 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 newly qualified or have experience in 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 leads or building client relationships, 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 don’t miss out on any important updates from our team!
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 rates, products, and regulations will show that you're not just qualified but also genuinely interested in the field.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight your ability to convert enquiries into sales and maintain long-term relationships, as this is crucial for the role.
✨Demonstrate Your Organisational Skills
Since the job involves managing a pipeline of clients, be ready to discuss how you stay organised. Share specific tools or methods you use to keep track of leads and ensure nothing falls through the cracks.
✨Ask Insightful Questions
Prepare thoughtful questions about Fairview Financial's approach to client service and support systems. This shows your interest in their processes and helps you gauge if their environment aligns with your career goals.
