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- Tasks: Help clients navigate the mortgage process from start to finish using innovative tech.
- Company: Meet Margo is an award-winning brokerage focused on making mortgage advice accessible to women.
- Benefits: Enjoy a flexible, remote role with a 70/30 commission split and full admin support.
- Why this job: Join a purpose-driven team changing the mortgage industry and make a real impact.
- Qualifications: 2+ years as a Mortgage Adviser, CeMAP qualified, and strong UK market knowledge required.
- Other info: Be part of a fast-growing company with family-friendly policies and regular team meet-ups.
The predicted salary is between 30000 - 70000 £ per year.
At Meet Margo, we're on a mission to make quality mortgage advice more accessible to women. As an award-winning mortgage and protection brokerage, we take an innovative, client-first approach to help our clients achieve homeownership—whatever their starting point. We’re growing our team and looking for a self-employed Mortgage Adviser to bring their expertise, passion, and enthusiasm to help us grow together. This role is fully remote (UK-based) with bi-annual team meet-ups and reports directly to our co-founders.
What You’ll Do
- Support clients from first inquiry to completion using our tech-driven approach.
- Provide clear, professional mortgage advice tailored to clients' needs.
- Work closely with our case management team, ensuring a smooth handover of client cases and a 5-star experience.
- Stay current with market trends, lender options, and regulatory developments (maintaining CPD records).
- Use the Meet Margo app to manage client cases efficiently and provide feedback to improve its functionality.
- Collaborate with the broader team to deliver the best possible client outcome.
- Ensure all advice is fully compliant with financial regulations and best practices.
Who You Are
- A self-starter with strong organisational skills who thrives in a fast-paced environment.
- A great communicator, able to simplify complex financial concepts for clients.
- A team player, open-minded and flexible, who values collaboration.
- A problem-solver with a proactive and creative approach.
- Passionate about delivering a top-tier, client-first service.
- Committed to continuous learning and professional development.
What You’ll Need
- Minimum 2 years of experience as a Mortgage Adviser within the UK.
- CeMAP qualification (or equivalent).
- CAS status.
- Strong knowledge of the UK mortgage market and regulatory requirements.
- Excellent verbal and written communication skills.
- A proactive, client-focused mindset.
- Comfortable using technology for remote communication and client management.
What We Offer
- Self-employed role with a 70/30 commission split.
- Year 1 OTE of £50,000+.
- Financial support while building your commission pipeline.
- A consistent flow of high-quality leads.
- Full administrative support so you can focus on advising.
- Access to our specialist protection team.
- Tech training and support to make the most of our tools.
- Flexible working – manage your own schedule.
- Family-friendly policies.
- The opportunity to be part of a fast-growing, purpose-driven company.
Why Join Meet Margo?
We’re not your traditional brokerage. We’re changing the mortgage industry by making expert advice more accessible to women. If you’re excited about making a real impact and being part of an innovative, fast-growing team, we’d love to hear from you.
How to Apply
Apply on LinkedIn or send your CV to lynn.atkin@meetmargo.uk. We review applications on a rolling basis, which means we may close this job posting early if we find the right candidate. We encourage you to apply as soon as possible to avoid missing out on this opportunity.
Meet Margo is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all.
Mortgage Adviser (self-employed) employer: Meet Margo
Contact Detail:
Meet Margo Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Adviser (self-employed)
✨Tip Number 1
Familiarise yourself with Meet Margo's mission and values. Understanding their focus on making mortgage advice accessible to women will help you align your approach and demonstrate your passion for their cause during any discussions.
✨Tip Number 2
Network with other professionals in the mortgage industry, especially those who share a similar client-first philosophy. This can provide insights into best practices and may even lead to referrals or recommendations that could strengthen your application.
✨Tip Number 3
Stay updated on the latest trends and changes in the UK mortgage market. Being knowledgeable about current lender options and regulatory developments will not only boost your confidence but also show your commitment to continuous learning.
✨Tip Number 4
Prepare to discuss how you would use technology to enhance client management. Since the role involves using the Meet Margo app, showcasing your tech-savviness and ideas for improving client experiences can set you apart from other candidates.
We think you need these skills to ace Mortgage Adviser (self-employed)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Mortgage Adviser, particularly focusing on your knowledge of the UK mortgage market and any relevant qualifications like CeMAP. Emphasise your communication skills and client-focused mindset.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for making mortgage advice accessible to women. Mention specific experiences that demonstrate your problem-solving abilities and how you thrive in a fast-paced environment.
Showcase Your Tech Savviness: Since the role involves using technology for client management, mention any relevant tools or software you are familiar with. Highlight your ability to adapt to new technologies, especially in a remote working context.
Express Your Commitment to Continuous Learning: In your application, discuss your commitment to professional development and staying current with market trends and regulatory requirements. This aligns with the company's values and shows you are proactive about your career.
How to prepare for a job interview at Meet Margo
✨Showcase Your Expertise
As a Mortgage Adviser, it's crucial to demonstrate your knowledge of the UK mortgage market. Be prepared to discuss recent trends, lender options, and regulatory changes. This will show that you are not only qualified but also proactive in staying informed.
✨Communicate Clearly
Since you'll be simplifying complex financial concepts for clients, practice articulating your thoughts clearly and concisely. Use examples from your past experience to illustrate how you've successfully communicated with clients in the past.
✨Emphasise Team Collaboration
Meet Margo values teamwork, so highlight your ability to work collaboratively. Share examples of how you've worked with case management teams or other colleagues to ensure a smooth client experience, showcasing your team player mentality.
✨Demonstrate a Client-First Mindset
Prepare to discuss how you prioritise client needs in your advisory role. Share specific instances where you went above and beyond to deliver exceptional service, aligning with Meet Margo's mission to provide top-tier, client-first advice.
