At a Glance
- Tasks: Provide expert mortgage advice and manage an existing client bank.
- Company: Client-focused mortgage brokerage prioritising trust and integrity.
- Benefits: Training, mentoring, and a supportive structure for your business growth.
- Other info: Ideal for those transitioning from employed to self-employed roles.
- Why this job: Enjoy independence while receiving support to build your own successful business.
- Qualifications: CAS-status Mortgage Adviser with experience in compliant advice.
The predicted salary is between 36000 - 60000 £ per year.
About Us
We are a client-focused mortgage brokerage built on trust, integrity, and long-term relationships. We believe in clear, honest advice, putting clients first, and supporting advisers to build sustainable, successful businesses.
Role Overview
We are seeking an experienced, CAS-status Mortgage Adviser to join our growing brokerage as a self-employed adviser covering the BH postcode area. An existing client bank is available, giving you a strong platform to build a long-term business. This is a mortgage-only role to start with, ideal for an adviser who wants to focus on advice while benefiting from the structure, support, and training of an established business. It is particularly suited to someone looking to move from employed to self-employed without starting from scratch.
Key Responsibilities
- Provide compliant, professional mortgage advice
- Manage and develop an existing client bank
- Build strong relationships with clients
- Grow your own business organically (training provided)
- Operate in line with compliance and regulatory standards
What We Offer
- Established client bank in the BH postcode area
- Training, mentoring, and business growth support
- Freedom and flexibility within a compliant, supportive structure
- A role designed for advisers who want independence without isolation
Candidate Requirements
Self Employed Mortgage Adviser Vacancy - MHE200126 in Bournemouth employer: Mortgage Intelligence
J W Homes Financial Services is an excellent employer for aspiring mortgage advisers, offering a supportive and friendly work environment in the vibrant city of Cardiff. With comprehensive training provided, employees have ample opportunities for personal and professional growth, while being part of a dynamic team that values outstanding customer service and resilience. The company's commitment to fostering a positive culture makes it an ideal place for those looking to build a rewarding career in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Self Employed Mortgage Adviser Vacancy - MHE200126 in Bournemouth
✨Tip Number 1
Network like a pro! Get out there and connect with other mortgage advisers and industry professionals. Attend local events or join online forums to build relationships that could lead to referrals and opportunities.
✨Tip Number 2
Leverage your existing client bank. Reach out to past clients and let them know you’re now self-employed. A simple catch-up can lead to new business and referrals, so don’t be shy!
✨Tip Number 3
Showcase your expertise! Create content that highlights your knowledge in the mortgage sector. Whether it’s blog posts, videos, or social media updates, this will help establish you as a go-to adviser in your area.
✨Tip Number 4
Apply through our website! We’ve got a solid support system in place to help you transition smoothly into self-employment. Plus, we’re all about building long-term relationships, so you’ll be in good hands.
We think you need these skills to ace Self Employed Mortgage Adviser Vacancy - MHE200126 in Bournemouth
Some tips for your application 🫡
Show Your Experience:Make sure to highlight your experience as a Mortgage Adviser in your application. We want to see how you've built relationships and provided compliant advice in the past, so don’t hold back!
Tailor Your Application:Take a moment to tailor your application specifically for us. Mention how your values align with our focus on trust and integrity, and how you can contribute to our client-first approach.
Be Clear and Concise:When writing your application, keep it clear and concise. We appreciate straightforward communication, so get to the point while showcasing your skills and experience.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity.
How to prepare for a job interview at Mortgage Intelligence
✨Know Your Stuff
Make sure you brush up on your mortgage knowledge and the latest industry trends. Being able to discuss current regulations and compliance standards will show that you're serious about the role and can provide the professional advice they’re looking for.
✨Showcase Your Client Relationship Skills
Since this role is all about building long-term relationships, be ready to share examples of how you've successfully managed client relationships in the past. Highlight your ability to put clients first and how you’ve supported them in achieving their financial goals.
✨Prepare Questions
Think of insightful questions to ask during the interview. This could be about their training programmes or how they support advisers in growing their businesses. It shows you’re genuinely interested in the role and want to ensure it’s a good fit for you.
✨Emphasise Your Independence
As a self-employed adviser, you’ll need to demonstrate your ability to work independently while still being part of a team. Share experiences where you’ve successfully operated autonomously but also sought support when needed, showing that you value collaboration within a flexible structure.
