At a Glance
- Tasks: Help clients navigate mortgages while building your own business.
- Company: Mortgage Monkeys, a supportive and locally focused mortgage advice firm.
- Benefits: 70/30 commission split, admin support, and pre-approved marketing materials.
- Other info: Join a larger network with a commitment to community and colleague development.
- Why this job: Drive your own success with strong earning potential and growth opportunities.
- Qualifications: CeMAP or CII qualified with 12 months mortgage advising experience.
The predicted salary is between 36000 - 60000 £ per year.
This is a self-employed role, based remotely in the South West.
What's in it for you?
- 70/30 commission split
- Some leads provided, with a strong focus on self-generated business
- Full support to help you generate new leads and build your own client base
- Your adviser fees remain entirely yours, no percentage is taken
- Fully self-employed contract with strong earning potential
- Fast and reliable commission payments
- Admin support available
- Access to pre-approved marketing material
- Long-term growth opportunities as the company expands, including wealth management
Mortgage Monkeys, a locally focused mortgage advice firm in Exeter, is dedicated to providing clear and honest advice while fostering long-term client relationships. They empower their advisers to operate their businesses independently, driving strong earning potential. The team are currently seeking an experienced, self-employed Mortgage Adviser who is eager to build their own business with the support of an established firm. While some leads can be provided, this role is ideal for someone who is motivated to drive their own new business, with full backing to help achieve that goal. As the business expands, there will be opportunities for growth, including potential progression into wealth management for advisers interested in broadening their service offerings over time.
What will you need to succeed?
- CeMAP or CII Certificate in Mortgage Advice qualified
- At least 12 months’ experience advising on mortgages and protection
- A strong desire to build and grow your own client network
- High standards of customer service and relationship-led advice
- Well-organised, confident communicator
- Based in or around Exeter
Why us?
Mortgage Monkeys is part of The Openwork Partnership, who are one of the UK’s largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.
Mortgage Adviser in Devon employer: Mortgage Monkeys
Mortgage Monkeys, based in Exeter, is an exceptional employer that empowers its Mortgage Advisers to thrive independently while providing robust support for lead generation and business growth. With a strong commission structure, access to marketing resources, and opportunities for long-term career advancement within the expansive Openwork Partnership, employees can enjoy a fulfilling work culture that prioritises personal development and community engagement.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Adviser in Devon
✨Tip Number 1
Network like a pro! Get out there and connect with potential clients and other professionals in the industry. Attend local events, join online forums, and don’t be shy about sharing your expertise. The more people know you, the more likely they are to refer business your way.
✨Tip Number 2
Leverage social media to showcase your skills. Share valuable content related to mortgages and financial advice on platforms like LinkedIn and Facebook. This not only positions you as an expert but also helps you engage with potential clients who might need your services.
✨Tip Number 3
Follow up on leads promptly! Whether they come from your own efforts or those provided by the firm, quick follow-ups can make all the difference. A simple call or email can turn a lukewarm lead into a loyal client, so don’t let opportunities slip away.
✨Tip Number 4
Utilise the resources available to you through Mortgage Monkeys. With admin support and pre-approved marketing materials at your disposal, make sure you’re taking full advantage of these tools to streamline your processes and focus on building your client base.
We think you need these skills to ace Mortgage Adviser in Devon
Some tips for your application 🫡
Show Your Experience:Make sure to highlight your CeMAP or CII qualifications and any relevant experience you have in mortgage advising. We want to see how you've successfully built client relationships and generated business in the past!
Tailor Your Application:Don’t just send a generic application! Take the time to tailor your CV and cover letter to reflect how your skills align with what we’re looking for at Mortgage Monkeys. Show us why you’re the perfect fit for our team.
Be Yourself:We value authenticity, so let your personality shine through in your application. Share your passion for helping clients and your motivation to grow your own business. We want to know the real you!
Apply Through Our Website:For the best chance of success, make sure to apply directly through our website. This way, we can easily track your application and get back to you quickly. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at Mortgage Monkeys
✨Know Your Stuff
Make sure you're well-versed in mortgage products and regulations. Brush up on your CeMAP or CII qualifications and be ready to discuss how your experience aligns with the role. This shows you’re not just qualified, but also passionate about what you do.
✨Showcase Your Business Acumen
Since this is a self-employed role, highlight your ability to generate leads and build a client base. Prepare examples of how you've successfully done this in the past, and be ready to discuss your strategies for attracting new clients.
✨Emphasise Relationship Building
Mortgage Monkeys values long-term client relationships, so be prepared to talk about your approach to customer service. Share specific instances where you've gone above and beyond for clients, demonstrating your commitment to relationship-led advice.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s support for advisers and growth opportunities. This not only shows your interest in the role but also helps you gauge if the company aligns with your career goals. It’s a two-way street!
