At a Glance
- Tasks: Guide clients through mortgages and insurance, providing tailored advice and support.
- Company: Join a dynamic financial services company focused on client success.
- Benefits: Competitive salary, flexible hours, admin support, and professional development.
- Other info: Exciting growth opportunities in a supportive and collaborative environment.
- Why this job: Make a real difference in clients' lives while advancing your career in finance.
- Qualifications: Experience in financial services and strong communication skills required.
The predicted salary is between 42000 - 84000 £ per year.
Are you passionate about guiding clients through the complex world of mortgages and insurance? Do you thrive in a vibrant, client-focused environment where your expertise makes a real difference? We are currently looking for self‑employed Mortgage and Insurance Advisers to join our busy and expanding team in Derby, offering an exciting opportunity to become an essential part of a dynamic financial services company.
If you’re eager to provide top‑tier advice and develop your career in the fast‑paced world of finance and insurance, this role could be perfect for you!
Hours of Work: full time
As a Mortgage and Insurance Advisor, you will be responsible for providing independent advice to clients, recommending suitable mortgage and insurance products from the entire market, and supporting them throughout their journey. You will meet clients face‑to‑face at our office, their home or workplace, or over the phone, offering flexibility to suit your preferences. Admin support is provided to ensure you can focus on delivering excellent service, while leads will be supplied through advertising, websites, and professional introducers. Proactively networking and generating your own leads is also encouraged to maximise your success.
Mortgage and Insurance Advisor Requirements:
- Experience and a proven track record within the financial services industry desired
- Qualified or studying towards CF1 & CF6 or CeMAP 1, 2 & 3 for mortgage advice; CF3, RO5, CeFA 3 or CeMAP 1 for insurance advice
- Excellent communication and people skills with an outstanding phone manner
- Good IT skills, including proficiency in Microsoft Word, Excel, and Outlook, and a fast typing speed
- A proactive attitude towards networking and building strong client relationships
Mortgage and Insurance Advisor Benefits:
- Competitive salary packages with industry‑leading incentives
- Potential OTE from £35,000 up to £100,000+ per annum
- Flexible hours tailored to your lifestyle and preferences
- A supportive environment with admin assistance and professional development opportunities
- Whole‑of‑market mortgage and insurance offering
- Franchise and Appointed Representative opportunities
Meet the Organisation: Finance Advice Centre is a Mortgage, Loan & Insurance Company committed to providing exceptional advice and support to both clients and advisers. Our innovative approach offers a better alternative for professionals seeking genuine growth opportunities and compliant, professional service delivery. We are dedicated to helping you succeed in the competitive finance industry by providing robust backing and fostering a collaborative environment.
If you’re ready to supercharge your career as a Mortgage and Insurance Advisor, this opportunity is tailor‑made for you! Don’t miss out on this exciting chance to join a vibrant and supportive organisation – apply now and take the next step in your professional journey.
Self Employed Mortgage & Insurance Adviser employer: Finance Advice Group
Finance Advice Centre is an exceptional employer that prioritises your professional growth and success in the dynamic financial services sector. With a vibrant work culture in Derby, we offer flexible hours, competitive salary packages, and comprehensive admin support, allowing you to focus on delivering top-tier advice while enjoying a collaborative environment. Join us to take advantage of our whole-of-market offerings and extensive networking opportunities, ensuring your career as a Mortgage and Insurance Adviser flourishes.
StudySmarter Expert Advice🤫
We think this is how you could land Self Employed Mortgage & Insurance Adviser
✨Tip Number 1
Get to know the company inside out! Research their values, mission, and recent news. This way, when you chat with them, you can show off your knowledge and passion for what they do.
✨Tip Number 2
Network like a pro! Attend industry events or local meet-ups in Derby. The more people you connect with, the better your chances of landing that dream role as a Mortgage and Insurance Adviser.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with the role. Highlight your communication skills and how you can provide top-tier advice to clients.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining our vibrant team.
We think you need these skills to ace Self Employed Mortgage & Insurance Adviser
Some tips for your application 🫡
Show Your Passion:Let us see your enthusiasm for guiding clients through mortgages and insurance. Share a bit about why you love this field and how you can make a difference in their lives.
Tailor Your CV:Make sure your CV highlights your experience in the financial services industry. We want to see your qualifications and any relevant achievements that showcase your expertise.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team and how your skills align with what we’re looking for in a Mortgage and Insurance Adviser.
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 us!
How to prepare for a job interview at Finance Advice Group
✨Know Your Stuff
Make sure you brush up on your knowledge of mortgages and insurance products. Familiarise yourself with the latest market trends and regulations, as well as the specific offerings of the company you're interviewing with. This will show that you're not just passionate but also well-informed.
✨Showcase Your People Skills
As a Mortgage and Insurance Adviser, communication is key. Prepare to demonstrate your excellent people skills during the interview. Think of examples where you've successfully built client relationships or resolved issues, and be ready to share these stories.
✨Be Proactive About Networking
Since networking is encouraged in this role, come prepared with ideas on how you plan to generate leads. Discuss any past experiences where you've successfully networked or built a client base. This will highlight your proactive attitude and commitment to success.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company's culture, support systems, and growth opportunities. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you. Remember, interviews are a two-way street!
