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- Tasks: Support clients with mortgage advice from inquiry to completion using innovative tech.
- 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: Minimum 2 years as a Mortgage Adviser with CeMAP qualification and strong UK market knowledge.
- Other info: This is a self-employed role with opportunities for continuous learning and professional development.
The predicted salary is between 30000 - 70000 £ per year.
Self-Employed Mortgage Adviser – Join Meet Margo. 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 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 Meet Margo that you're committed to continuous learning.
✨Tip Number 4
Prepare to discuss how you would use technology to enhance client management. Since this 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 client-first approach and any achievements that demonstrate your ability to deliver top-tier service.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping clients achieve homeownership, especially women. Discuss how your skills align with Meet Margo's mission and values, and provide examples of how you've successfully supported clients in the past.
Showcase Your Communication Skills: Since excellent communication is key for this role, ensure your application reflects your ability to simplify complex financial concepts. Use clear and concise language throughout your CV and cover letter to demonstrate your communication prowess.
Highlight Your Tech Savviness: Mention any experience you have with technology, especially in client management or remote communication tools. Given the tech-driven approach of Meet Margo, showcasing your comfort with technology will strengthen your application.
How to prepare for a job interview at Meet Margo
✨Showcase Your Expertise
Make sure to highlight your experience as a Mortgage Adviser, especially your knowledge of the UK mortgage market. Be prepared to discuss specific cases where you've successfully guided clients through the mortgage process.
✨Demonstrate Client-Centric Approach
Since Meet Margo values a client-first approach, share examples of how you've tailored your advice to meet individual client needs. Emphasise your ability to simplify complex financial concepts for clients.
✨Familiarise Yourself with Their Tech
Research the Meet Margo app and be ready to discuss how you would use it to manage client cases. Showing that you're tech-savvy and open to using new tools will impress the interviewers.
✨Emphasise Continuous Learning
Talk about your commitment to professional development and staying current with market trends and regulatory changes. Mention any recent training or CPD activities you've undertaken to enhance your skills.
