At a Glance
- Tasks: Help clients secure mortgages with warm leads and full admin support.
- Company: Established mortgage and protection business with a strong reputation.
- Benefits: Competitive commission, hybrid working, and comprehensive training support.
- Other info: Dynamic role with opportunities for growth and flexibility.
- Why this job: Join a successful team and focus on what you do best - writing business.
- Qualifications: Experience in estate agency is a plus; CeMap or equivalent required.
The predicted salary is between 39000 - 45500 £ per year.
If you are an experienced mortgage advisor who has a track record of writing strong business levels, this role could be for you.
The firm is looking to provide experienced advisors with full (warm) lead support and full admin support, with the idea being to let you focus on purely writing business.
The Firm
This firm is an established mortgage and protection business, operating for over 10 years with over forty advisors nationwide. With them being a whole of market business, you can provide your clients with a wide range of solutions to match their specific needs. Due to business levels and the amount of leads they're seeing coming in, they are looking to grow and work with more experienced advisors as soon as possible. With the fantastic model they have established over the years, some of the biggest business writers in mortgages/protection work here.
The Role
Working as a self-employed mortgage broker in this business, you will work a hybrid model in one of the business's estate agency partner offices. You'll be provided with all the leads you could need, from a range of sources. The primary source will be from the firm's estate agency relationships, where you'll be working warm leads and be provided full administration support, so you can focus on purely writing business. The firm is open to those wanting to do just mortgages or protection as well, it's up to you. You will be working out of the office between 2-3 days per week and may require some travel to cover other close by offices where required.
Benefits
- Competitive commission structure
- All the business you could possibly need is provided by the firm
- Quick, warm, and convertible leads booked straight into your diary
- Full administration support
- Full compliance support
- Hybrid working, 3 days a week in the office
- Any training requirements you need
Requirements
- Estate agency experience will be a benefit, but not required
- CeMap or equivalent
Mortgage Adviser in Newbury employer: Finlink Ltd
This established mortgage and protection firm offers an exceptional working environment for experienced mortgage advisers in Newbury/Thatcham. With a strong focus on employee success, the company provides warm leads, full administrative support, and a competitive commission structure, allowing you to concentrate on what you do best—writing business. The hybrid working model promotes a healthy work-life balance, while ongoing training opportunities ensure your professional growth within a supportive and dynamic team.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Adviser in Newbury
✨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 Finlink Ltd for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Mortgage Adviser in Newbury
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 Finlink Ltd. 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 Finlink Ltd. 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 Finlink Ltd
✨Show Off Your Financial Savvy
When you're talking with Finlink Ltd, 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 Finlink Ltd.
