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- Tasks: Support clients from inquiry to completion with tailored mortgage advice.
- Company: Meet Margo is an award-winning brokerage focused on accessible mortgage advice for women.
- Benefits: Enjoy flexible working, a 70/30 commission split, and full administrative support.
- Why this job: Join a purpose-driven team making a real impact in the mortgage industry.
- Qualifications: 2+ years as a Mortgage Adviser, CeMAP qualification, and strong UK market knowledge required.
- Other info: This role is fully remote with bi-annual 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.
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.
- 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.
- 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.
- 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.
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 ApplyApply on LinkedIn or send your CV to us. 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
Network with other professionals in the mortgage industry, especially those who share a passion for making mortgage advice accessible to women. Attend relevant events or webinars where you can connect with potential colleagues and clients.
✨Tip Number 2
Familiarise yourself with the Meet Margo app and its features. Understanding how to use their technology effectively will not only help you manage client cases but also demonstrate your commitment to utilising innovative tools in your practice.
✨Tip Number 3
Stay updated on the latest trends in the UK mortgage market and regulatory changes. This knowledge will enable you to provide informed advice and position yourself as a credible expert during discussions with potential clients.
✨Tip Number 4
Showcase your communication skills by preparing to explain complex financial concepts in simple terms. Practising this will help you connect better with clients and highlight your ability to deliver a client-first service.
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 client-first approach and any achievements that demonstrate your ability to support clients effectively.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for making mortgage advice accessible, especially to women. Discuss how your skills align with Meet Margo's mission and how you can contribute to their innovative approach. Be sure to mention your proactive mindset and commitment to continuous learning.
Highlight Relevant Experience: In your application, clearly outline your minimum 2 years of experience as a Mortgage Adviser. Provide specific examples of how you've simplified complex financial concepts for clients and collaborated with teams to ensure a smooth client experience.
Showcase Your Tech Savviness: Since the role involves using the Meet Margo app for client management, mention any relevant technology or software you are comfortable with. Highlight your ability to adapt to new tools and how you’ve used technology to enhance client communication and case management in the past.
How to prepare for a job interview at Meet Margo
✨Show Your Passion for Client Service
Demonstrate your enthusiasm for providing top-tier, client-first service. Share examples of how you've gone above and beyond for clients in the past, as this aligns with Meet Margo's mission to make mortgage advice more accessible.
✨Highlight Your Industry Knowledge
Be prepared to discuss current market trends, lender options, and regulatory developments. This shows that you are proactive about staying informed and can provide valuable insights to clients.
✨Emphasise Your Communication Skills
Since simplifying complex financial concepts is key, practice explaining a mortgage process in layman's terms. This will showcase your ability to communicate effectively with clients from various backgrounds.
✨Demonstrate Your Team Spirit
Meet Margo values collaboration, so be ready to share experiences where you've worked successfully within a team. Highlight your flexibility and open-mindedness, which are essential traits for this role.
