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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.
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
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 learn more about Meet Margo's mission.
✨Tip Number 2
Familiarise yourself with the Meet Margo app and its features before your interview. Understanding how to use their tech-driven approach will show your enthusiasm for the role and your readiness to contribute to their innovative client-first service.
✨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 help you in your role but also impress the hiring team with your commitment to continuous learning.
✨Tip Number 4
Prepare to discuss your experience in simplifying complex financial concepts during your conversations with the team. Highlight specific examples of how you've successfully communicated with clients in the past, as this aligns with their focus on delivering top-tier 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 deliver top-tier service.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for making mortgage advice accessible, especially to women. Discuss how your skills and experiences align with Meet Margo's mission and values, and provide specific 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, and consider including a brief example of how you've simplified complex financial concepts for clients.
Highlight Your Tech Savviness: Mention any experience you have with technology, especially tools related to client management or remote communication. If you've used similar apps or platforms in the past, describe how they helped you manage client cases efficiently.
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. This will show that you understand their mission and are aligned with their values.
✨Emphasise Team Collaboration
Discuss your experience working with case management teams or other professionals in the industry. Highlight your ability to collaborate effectively, as this role involves working closely with others to ensure a smooth client experience.
✨Stay Updated on Market Trends
Be ready to talk about recent developments in the mortgage market and any regulatory changes. This shows your commitment to continuous learning and ensures you can provide the best advice to clients.
