Self Employed Mortgage Advisor

Self Employed Mortgage Advisor

Full-Time 40000 - 120000 Β£ / year (est.) No home office possible
GCB Agency Recruitment

At a Glance

  • Tasks: Meet clients and discuss mortgage and protection services while managing your own client bank.
  • Company: Join a dynamic team of mortgage advisors based in Leicester, serving clients across the UK.
  • Benefits: Enjoy a flexible remote work setup with optional full admin support and top advisor incentives.
  • Why this job: This role offers high earning potential and the chance to build your own client relationships.
  • Qualifications: Must be CeMAP qualified and confident over the phone with whole of market experience.
  • Other info: Salary package includes a 70:30 split on all mortgage leads, with OTE between Β£50,000-Β£150,000.

The predicted salary is between 40000 - 120000 Β£ per year.

Are you an experienced Mortgage Advisor looking for a strong lead source and the ability to write 15+ Mortgages a month?

If so, we are actively recruiting in the Leigh-on-Sea area for an experienced Mortgage Advisor to join our clients\’ highly successful team. The role involves working in a fast-paced environment, handling remortgages and is available on a self-employed hybrid basis. Our clients provide leads from clients who are in a position to remortgage.

The successful Mortgage Advisorwill be offered:

  • 30% commission on existing client bank (mortgage business)
  • 20% commission on all protection business written
  • OTE Β£60,000

Working hours:

  • Full time
  • Hybrid working
  • Self-employed basis

Mortgage Advisorrequirements:

  • Driven to achieve targets and ability to offer excellent customer service.
  • Ability to deal with appointments and subsequent sign-ups.
  • Fully CeMAP qualified

Responsibilities for the role of Mortgage Advisor:

  • Manage and service an allocated portion of our existing client bank
  • Handle approximately 15–20 mortgage renewals per month(clients maturing in 6 months)
  • Contact clients, complete fact-finds, and provide mortgage and protection advice
  • Pick up some overflow from Google Ads online leads
  • Maintain CRM notes and pipeline updates
  • Work closely with case managers and the wider team to ensure smooth completions

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Self Employed Mortgage Advisor employer: GCB Agency Recruitment

Join a dynamic team as a Self-Employed Mortgage Advisor in Leicester, where you can leverage your existing client bank while enjoying the flexibility of remote work. With a competitive salary package and top advisor incentives, our supportive work culture fosters professional growth and success, making it an ideal environment for ambitious mortgage advisors seeking meaningful and rewarding employment.
GCB Agency Recruitment

Contact Detail:

GCB Agency Recruitment Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Self Employed Mortgage Advisor

✨Tip Number 1

Network with other mortgage advisors and industry professionals to expand your client bank. Attend local events or join online forums where you can connect with potential clients and share your expertise.

✨Tip Number 2

Leverage social media platforms to showcase your knowledge and services. Share valuable content related to mortgages and engage with your audience to build trust and attract new clients.

✨Tip Number 3

Consider offering free initial consultations to potential clients. This can help you demonstrate your value and expertise, making it easier for them to choose you as their mortgage advisor.

✨Tip Number 4

Stay updated on the latest mortgage products and market trends. Being knowledgeable about current offerings will help you provide the best advice to your clients and set you apart from the competition.

We think you need these skills to ace Self Employed Mortgage Advisor

CeMAP Qualification
Client Relationship Management
Excellent Communication Skills
Sales Skills
Market Knowledge
Negotiation Skills
Attention to Detail
Time Management
Problem-Solving Skills
Confidentiality and Integrity
Financial Analysis
Remote Working Proficiency
Adaptability
Networking Skills

Some tips for your application 🫑

Highlight Your Qualifications: Make sure to prominently feature your CeMAP qualification in your CV and cover letter. This is a key requirement for the role, so don't let it get buried among other information.

Showcase Your Client Bank: Since having your own client bank is essential for this position, clearly outline the size and nature of your client base in your application. Provide examples of how you have successfully managed these relationships.

Demonstrate Industry Knowledge: In your cover letter, discuss your whole of market experience and how it has equipped you to provide the best mortgage advice. Use specific examples to illustrate your understanding of the market.

Tailor Your Application: Customise your CV and cover letter to reflect the responsibilities mentioned in the job description. Emphasise your experience in meeting clients and discussing mortgage and protection services to align with what they are looking for.

How to prepare for a job interview at GCB Agency Recruitment

✨Showcase Your Client Bank

Since the role requires you to have your own client bank, be prepared to discuss it in detail. Highlight the size, diversity, and how you've successfully managed these relationships in the past.

✨Demonstrate Industry Knowledge

Make sure to brush up on current mortgage trends and regulations. Being well-informed will show that you're serious about the industry and can provide valuable insights to potential clients.

✨Prepare for Role-Playing Scenarios

Expect to engage in role-playing during the interview. Practise how you would handle various client scenarios, as this will demonstrate your confidence and ability to communicate effectively over the phone.

✨Highlight Your CeMAP Qualification

Your CeMAP qualification is crucial for this role. Be ready to discuss how this certification has equipped you with the necessary skills and knowledge to excel as a Mortgage Advisor.

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