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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.
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 client-focused approach. Attend relevant 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 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 your comfort with technology and any tools you've used for remote communication and client management. If you have experience with similar apps or platforms, be sure to include that to show you're ready to hit the ground running with Meet Margo's tech-driven approach.
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.
✨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 updated with market trends and regulations. Mention any recent courses or certifications you've completed to demonstrate your proactive mindset.
