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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: Minimum 2 years as a Mortgage Adviser with CeMAP qualification and strong UK market knowledge.
- Other info: This is a fully remote role with bi-annual team meet-ups.
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.
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
Network with other professionals in the mortgage industry, especially those who share a similar mission to support women in homeownership. Attend relevant events or webinars where you can connect with potential colleagues and clients.
✨Tip Number 2
Familiarise yourself with Meet Margo's unique approach and values. Understanding their client-first philosophy will help you align your communication and service style with their expectations during any discussions.
✨Tip Number 3
Stay updated on the latest trends and changes in the UK mortgage market. This knowledge will not only enhance your expertise but also demonstrate your commitment to continuous learning, which is highly valued by Meet Margo.
✨Tip Number 4
Prepare to discuss how you can leverage technology in your role as a Mortgage Adviser. Highlight any experience you have with tech-driven solutions, as this aligns with Meet Margo's innovative approach to client management.
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 excellent service.
Craft a Compelling Cover Letter: Write a cover letter that reflects 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 materials are well-written and free of errors. Use clear and concise language to convey your ideas, demonstrating your ability to simplify complex financial concepts.
Highlight Continuous Learning: Mention any ongoing professional development or CPD activities you’ve engaged in. This shows your commitment to staying current with market trends and regulatory developments, which is crucial for a Mortgage Adviser.
How to prepare for a job interview at Meet Margo
✨Show Your Passion for Client Service
Demonstrate your enthusiasm for helping clients achieve homeownership. Share specific examples of how you've gone above and beyond in previous roles to provide exceptional service, especially to women, as this aligns with Meet Margo's mission.
✨Be Prepared to Discuss Market Trends
Stay updated on the latest trends in the UK mortgage market. Be ready to discuss how these trends impact clients and how you can leverage them to provide tailored advice, showcasing your expertise and proactive approach.
✨Highlight Your Tech Savviness
Since the role involves using the Meet Margo app and other tech tools, be prepared to talk about your experience with technology in client management. Share examples of how you've used technology to enhance client interactions or streamline processes.
✨Emphasise Team Collaboration
Meet Margo values collaboration, so highlight your ability to work well within a team. Provide examples of successful teamwork in your past roles, particularly how you’ve collaborated with case management teams to ensure a smooth client experience.
