At a Glance
- Tasks: Provide expert mortgage and insurance advice while building long-term client relationships.
- Company: Join a growing finance company that values your expertise and offers support.
- Benefits: Flexible working, high-quality leads, full admin support, and uncapped earning potential.
- Other info: Great career progression opportunities in a supportive environment.
- Why this job: Maximise your earnings and make a real impact in clients' lives with expert advice.
- Qualifications: Experience in financial services preferred; qualifications in progress are welcome.
Mortgage & Insurance Advisor | OTE £35,000 – £100,000+ | Leads Provided + Admin Support Earn more, work flexibly, and focus on advising — not admin.
Finance Advice Centre is growing, and we’re looking for self-employed Mortgage & Insurance Advisors to join our expanding team.
With high-quality leads provided and full admin support, you can focus on what you do best: advising clients and maximising your earnings.
- OTE £35,000 – £100,000+ with uncapped earning potential
- The
Role: You will provide expert, independent advice to clients on mortgage and insurance products, supporting them from initial enquiry through to completion.
- Meet clients face-to-face, at home, or remotely
- Recommend products from across the whole market
- Build long-term relationships and generate repeat business
- Work from a consistent flow of company-provided leads
- Increase earnings further through networking and self-generated business What We’re Looking For:
- Experience in financial services (mortgages, insurance, or related) preferred
- Qualified or working towards - Ce MAP (1, 2 & 3) or CF1 & CF6 (mortgages) or CF3, RO5, or equivalent (insurance)
- Strong communication and relationship-building skills
- Self-motivated and driven to maximise earnings We also welcome candidates currently working towards qualifications who are looking to build a successful career in financial services.
Why Join Finance Advice Centre?
- High-quality leads provided through marketing, websites, and introducers
- Full admin support so you can focus on advising and earning
- Flexible working options to suit your lifestyle
- Whole-of-market access to provide the best outcomes for your clients
- Clear progression opportunities, including Franchise and Appointed Representative routes This is a great opportunity to join a growing business where you’ll be supported, valued, and given the tools to maximise your income.
- Apply now to take the next step in your career and unlock your earning potential
Mortgage Advisor in Derby employer: Finance Advice Group
At Finance Advice Centre, we pride ourselves on being an exceptional employer that empowers our Mortgage Advisors to thrive in a supportive and flexible environment. With high-quality leads and full admin support, you can focus on what you do best—advising clients and maximising your earnings—while enjoying clear progression opportunities and the freedom to work in a way that suits your lifestyle. Join us and be part of a growing team where your contributions are valued and rewarded.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Advisor in Derby
✨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 Finance Advice Group for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Mortgage Advisor in Derby
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 Finance Advice Group. 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 Finance Advice Group. 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 Finance Advice Group
✨Show Off Your Financial Savvy
When you're talking with Finance Advice Group, 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 Finance Advice Group.
