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- Tasks: Help clients navigate the mortgage process from start to finish using innovative tech.
- Company: Join Meet Margo, 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: Be part of a purpose-driven team making a real impact in the mortgage industry.
- Qualifications: Must have 2 years of experience, CeMAP qualification, and strong communication skills.
- Other info: This is a fully remote role 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. 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 Meet Margo's approach and values. Understanding their client-first philosophy will help you align your communication style and demonstrate how you can contribute to their mission during interviews.
✨Tip Number 3
Stay updated on the latest trends in the UK mortgage market and regulatory changes. Being knowledgeable about current developments will not only boost your confidence but also show your commitment to continuous learning.
✨Tip Number 4
Prepare to discuss your experience with technology in client management. Since this role involves using the Meet Margo app, showcasing your tech-savviness will be a significant advantage in demonstrating your fit for the position.
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 to women. Discuss your proactive mindset, problem-solving skills, and how you can contribute to Meet Margo's mission. Be sure to mention your experience in a fast-paced environment and your 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 technology for remote communication and client management, mention any relevant tools or software you are familiar with. Highlight your ability to adapt to new technologies, especially in relation to managing client cases efficiently.
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 explaining these ideas in straightforward terms. During the interview, use clear language and examples to illustrate your points, showcasing your communication skills.
✨Emphasise Team Collaboration
Meet Margo values teamwork, so highlight your experience working collaboratively with others. Share examples of how you've successfully partnered with case management teams or other colleagues to enhance client experiences.
✨Demonstrate Your Client-First Mindset
Prepare to discuss how you prioritise client needs in your work. Share specific instances where you've gone above and beyond to ensure a positive outcome for clients, reflecting your commitment to delivering top-tier service.
