At a Glance
- Tasks: Advise clients on mortgages and protection while working remotely.
- Company: Independent Financial Advice firm with a focus on client satisfaction.
- Benefits: Uncapped earnings, flexible working hours, and a substantial client bank.
- Other info: Work evenings to meet client needs and enjoy a professional vetting process.
- Why this job: Join a growing team and make a real difference in clients' financial lives.
- Qualifications: Cemap or equivalent, 18 months advising experience, and virtual broking skills.
Realistic earnings £55-60,000 (uncapped)
Please note this is a self-employed role.
Our client is an Independent Financial Advice (IFA) firm specialising in pensions retirement planning, savings, investments, mortgages, equity release and protection.
As part of the growth of their newly acquired mortgage directly authorised brokerage, they are seeking to appoint an experienced mortgage and protection adviser to work remotely on qualified appointments generated in house from new and existing clients.
To be considered for this role you must meet the following criteria.
- Hold for Cemap or equivalent.
- Have a minimum of 18 months experience within whole of market advising and have experience of advising virtually.
- Must be prepared to work 4 evenings per week on average as around 65% of clients request and evening appointment.
- Finally, a proven track record of writing quality volume business together with a genuine desire to achieve a significant income.
They client will provide you with two qualified fact find appointments per day.
As previously mentioned, the client has a substantial client bank and is also actively marketing new leads for their mortgage team.
They have a highly professional proven vetting process geared to ensuring the appointments they provide you with are of the highest quality.
If you are suitably qualified and relevant virtual broking experience our client is seeking and are happy working from home on qualified appointments, please forward me an up-to-date CV today.
Please note.
It is Knight Temples Recruitment’s policy, that we to respond to all applications within three working days.
If your application is not taken forward by us your details will not be retained unless you specifically request us to do so.
Knight Temple Recruitment is a Recruitment Agency and is advertising this vacancy on behalf of one of its clients
Mortgage Advisor in Manchester employer: Knight Temple Recruitment Ltd
As a Life & Protection Adviser with us, you'll enjoy the flexibility of remote work while being part of a dynamic team that prioritises your growth and success. We offer competitive salaries, uncapped bonuses, and a supportive work culture that fosters collaboration and innovation, making it an ideal environment for those seeking meaningful and rewarding employment in the financial protection sector.
Contact Details:
Knight Temple Recruitment Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Advisor in Manchester
✨Show Off Your Expertise Online
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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.
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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 Knight Temple Recruitment Ltd for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Mortgage Advisor in Manchester
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 Knight Temple Recruitment 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 Knight Temple Recruitment 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 Knight Temple Recruitment Ltd
✨Show Off Your Financial Savvy
When you're talking with Knight Temple Recruitment 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 Knight Temple Recruitment Ltd.
