At a Glance
- Tasks: Help clients navigate mortgages and protection with tailored advice and consultations.
- Company: Join Kenyon Mortgages, a client-focused team dedicated to building trusted relationships.
- Benefits: Enjoy a hybrid work environment, flexible hours, and business support to achieve your goals.
- Other info: Training development course required before starting; leads provided for your success.
- Why this job: Gain autonomy in building your own business while being part of a successful brand.
- Qualifications: Must have CeMAP qualification and mortgage marketing expertise; teamwork and autonomy are key.
The predicted salary is between 36000 - 60000 £ per year.
Kenyon Mortgages is a dynamic team that focuses on putting clients at the heart of everything that we do. We pride ourselves on building trusted relationships with clients and providing the highest level of care and advice to help navigate the mortgage landscape with ease and confidence.
This is a full-time, self-employed hybrid role as a Mortgage & Protection Broker. As a Broker, you have the autonomy to build your own business and client base, with the support of an existing, successful and established brand. Leads will be provided, as well as receiving business support to achieve your earning and lifestyle goals. We work with a growing network of introducers that supply a consistent source of leads. However, you will be proactive in generating additional leads to build and maintain your pipeline.
The Broker will be responsible for providing mortgage and protection advice to clients, and tailoring financial products to meet client needs. The role includes tasks such as conducting client consultations, conducting research and making formal Mortgage & Protection recommendations to clients.
You will be working within a successful and established brand. We offer a hybrid working environment, where you are able to work flexibly from home a day a week and the rest of the time from our Darwen office, where we can provide a structured environment to help you thrive and succeed.
We are an appointed representative of The Stonebridge Network and you will be required to complete a training development course prior to commencing advice at Kenyon Mortgages. You’ll be working with clients predominantly over the telephone, via zoom or face-to-face. You’ll be working within our CRM system that manages the process from enquiry, sourcing and recommendation.
Qualifications/skills:
- Mortgages
- Mortgage Marketing expertise
- CeMAP qualification
- Able to work autonomously and as part of a successful team.
StudySmarter Expert Advice🤫
We think this is how you could land Self Employed Mortgage Broker
✨Tap into Online Freelance Networks
Jump onto platforms like Upwork or Freelancer where finance and accounting gigs pop up all the time. Build a strong profile that showcases your financial controlling expertise, and don’t hesitate to apply for projects that fit your skillset.
✨Connect with Finance Communities
Join finance-specific groups on LinkedIn or forums like Finance Club. Engage in discussions and share insights to get noticed. This can lead to word-of-mouth recommendations and direct job leads from fellow finance professionals.
✨Show Off Your Knowledge
Create a public portfolio showcasing your projects or case studies related to financial controlling. Consider writing articles or blogs about finance trends or strategies, which can help establish your credibility and attract new clients.
✨Leverage Local Meetups
Keep an eye out for finance meetups or workshops in your area. They’re perfect for networking and can often lead to freelance opportunities. Plus, having that face-to-face connection can set you apart from the competition when clients are choosing who to hire.
We think you need these skills to ace Self Employed Mortgage Broker
Some tips for your application 🫡
Show off your qualifications:In financial controlling, it's essential to highlight your relevant qualifications. Make sure to include any certifications like ACCA or CIMA in your CV, as they particularly catch the eye of hiring managers in this field. It's all about showcasing your expertise!
Portfolio of projects:As a freelancer, your portfolio is your best friend. Include case studies or summaries of past financial projects you've worked on. Clearly outline the challenges you faced, the solutions you implemented, and the outcomes. This not only showcases your skills but also proves your value to potential clients like Kenyon Mortgages.
Be clear about your rates:When applying for freelance gigs, it's wise to be upfront about your rates in your application. Clearly stating your hourly or project-based fees can save both you and Kenyon Mortgages time down the line. It shows you’re professional and ready to jump into negotiations.
Personalise your application:Don’t just send a generic application to Kenyon Mortgages. Tailor your cover letter to include specific examples of how your skills in financial controlling align with their needs. Mention any software tools you're proficient with, like ERP systems or financial modelling tools, that are relevant to the role.
How to prepare for a job interview at Kenyon Mortgages
✨Showcase Your Analytical Skills
In financial controlling, your ability to analyse data is vital. Make sure we highlight specific examples from your previous work where you've utilised analytical tools like Excel or specific forecasting software. The interviewers at Kenyon Mortgages will want to see your numbers dance!
✨Prepare to Discuss Financial Strategies
Expect questions around how you approach financial strategy development. Have a few examples of successful strategies you've implemented in the past, as these can demonstrate your value to Kenyon Mortgages. We should also think about discussing risk management, as it'll show you're thinking ahead.
✨Tailor Your Portfolio for Freelance Success
As a freelancer, your portfolio is your calling card! Let’s make sure it’s packed with case studies that showcase your financial projects, perhaps including any forecasting or budgeting you’ve done for diverse clients. Highlighting your versatility will be key to impressing Kenyon Mortgages.
✨Pitch Your Services Confidently
When working as a freelancer, be prepared to discuss not just your experience but also your rates and value proposition. We need to have a clear idea of how your skills will fit into Kenyon Mortgages's needs. Confidence in pitching your worth can go a long way!
