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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 similar client-focused approach. Attend industry events or webinars to connect with potential colleagues and clients, which can help you gain insights and referrals.
✨Tip Number 2
Familiarise yourself with Meet Margo's mission and values. Tailor your conversations and interactions to reflect your alignment with their goal of making mortgage advice more accessible to women, showcasing your passion for this cause.
✨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
Utilise social media platforms to showcase your expertise and engage with potential clients. Share valuable content related to mortgages and homeownership, positioning yourself as a knowledgeable adviser who is approachable and ready to help.
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: In both your CV and cover letter, highlight your excellent verbal and written communication skills. Provide specific examples of how you've simplified complex financial concepts for clients, as this is crucial for the role.
Demonstrate Continuous Learning: Mention any recent training or professional development activities you've undertaken to stay current with market trends and regulatory developments. This shows your commitment to continuous learning, which is important for the role at Meet Margo.
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 tech to enhance efficiency and improve client experiences.
✨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 smooth client transitions.
