At a Glance
- Tasks: Provide tailored mortgage advice and manage client applications from start to finish.
- Company: Established financial services firm offering a flexible, remote work environment.
- Benefits: Uncapped earnings potential, admin support, and access to a wide panel of lenders.
- Other info: Flexible hours and a supportive team culture await you!
- Why this job: Enjoy the freedom of self-employment while making a real impact on clients' financial goals.
- Qualifications: CeMAP qualification and previous experience as a Mortgage Advisor required.
The predicted salary is between 60000 - 75000 £ per year.
Lloyd Recruitment Services are working with a well-established financial services firm now seeking a Self-Employed Mortgage Advisor to join their growing team. This is an ideal opportunity for an experienced, qualified advisor who thrives working independently while enjoying the flexibility of a home-based setup.
What's on Offer:
- Self-employed position with uncapped earning potential OTE £75,000+
- Fully remote working - must be UK based due to ad hoc travel to the office
- Leads provided and admin support available
- Access to a wide panel of lenders and protection providers
- Flexible working hours - you're in control
The Role:
You'll provide tailored mortgage and protection advice to a range of clients, guiding them from initial enquiry through to application. With strong communication skills and a client-first mindset, you'll ensure each individual receives clear, honest, and expert advice to support their financial goals.
Key Responsibilities:
- Advising clients on suitable mortgage and protection products
- Managing end-to-end applications with lenders and insurers
- Maintaining up-to-date knowledge of market trends and compliance regulations
- Working toward agreed income targets through proactive lead follow-up
- Delivering outstanding customer service to encourage repeat business and referrals
What We're Looking For:
- CeMAP (or equivalent) qualification (essential)
- Previous experience as a Mortgage Advisor
- Proven ability to manage your own caseload
- Strong knowledge of current mortgage and protection products
- Motivated, proactive and able to work independently
- Excellent communication and relationship-building skills
Pre-Employment:
A full credit check will be required prior to onboarding.
How to Apply:
If you meet the requirements and are interested in this opportunity, please submit your CV and a cover letter outlining your experience and suitability for the role. Due to the high volume of applications, only shortlisted candidates will be contacted. If you have not received a response within 5 days, please assume your application has not been successful on this occasion.
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StudySmarter Expert Advice🤫
We think this is how you could land Remote Remote Mortgage Advisor in London
✨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 Grabjobs for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Remote Remote Mortgage Advisor in London
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 Grabjobs. 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 Grabjobs. 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 Grabjobs
✨Show Off Your Financial Savvy
When you're talking with Grabjobs, 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 Grabjobs.
