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- Tasks: Provide clear mortgage advice and build long-term client relationships.
- Company: Mortgage Monkeys, a forward-thinking mortgage advice firm in Exeter.
- Benefits: 70/30 commission split, full support, and remote work options.
- Why this job: Enjoy autonomy while growing your own client base with no micromanagement.
- Qualifications: CeMAP or CII qualified with at least 12 months of mortgage advising experience.
- Other info: Opportunities for growth into wealth management as the company expands.
The predicted salary is between 36000 - 60000 £ per year.
Mortgage Monkeys is a locally focused mortgage advice firm based in Exeter. They are known for clear, honest advice, long-term client relationships, and giving advisers the freedom to run their own business properly—without targets, pressure, or micromanagement.
They're looking for an experienced, self-employed Mortgage Adviser based in or around Exeter who wants to build something of their own with the backing of an established firm. Some leads can be provided, but this role is best suited to someone who wants to drive their own new business, with full support from us to help make that happen.
As the business grows, there will also be opportunities to grow with it, including potential progression into wealth management for advisers who want to broaden their offering over time.
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
- We do not take any percentage of adviser fees you charge
- Fully self-employed contract with strong earning potential
- Fast, reliable commission payments
- Full control of your diary
- No targets, no micromanagement
- Fully remote role (office space available if you want it)
- Admin support available
- Access to pre-approved marketing material
- Long-term growth opportunities as the company expands, including wealth management
- 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
- Providing clear, compliant mortgage and protection advice
- Actively generating and developing new business
- Building long-term client relationships
- Keeping up to date with industry and regulatory changes
- Representing Mortgage Monkeys professionally and positively
If you’re an experienced adviser who wants autonomy, support, and the opportunity to grow alongside a business that values quality advice over volume, we’d love to hear from you. Apply below to find out more.
Mortgage Monkeys are part of The Openwork Partnership, one of the UK’s largest and longest-established financial advice networks. Openwork provides a broad proposition, strong provider relationships, and excellent development support through its Business School. Through the Openwork Foundation, over £22m has been donated to UK-registered charities, giving firms and advisers the chance to give back to the communities they serve.
Mortgage Adviser in Exeter employer: Mortgage Monkeys
Contact Detail:
Mortgage Monkeys Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Adviser in Exeter
✨Tip Number 1
Network like a pro! Attend local events, join online forums, and connect with other professionals in the mortgage industry. Building relationships can lead to referrals and new clients, so don’t be shy about putting yourself out there.
✨Tip Number 2
Leverage social media to showcase your expertise. Share tips, success stories, and industry insights on platforms like LinkedIn. This not only builds your personal brand but also attracts potential clients who are looking for knowledgeable advisers.
✨Tip Number 3
Don’t forget to ask for referrals from satisfied clients! A simple request can go a long way in expanding your client base. Happy clients are often more than willing to recommend you to their friends and family.
✨Tip Number 4
Make sure to apply through our website! It’s the best way to get noticed and ensures your application is seen by the right people. Plus, we’re here to support you every step of the way as you build your own business.
We think you need these skills to ace Mortgage Adviser in Exeter
Some tips for your application 🫡
Be Yourself: When you're writing your application, let your personality shine through! We want to get to know the real you, so don’t be afraid to show your passion for mortgage advice and how you can bring something unique to our team.
Tailor Your Application: Make sure to customise your application to highlight your experience and skills that match what we're looking for. Mention your CeMAP or CII qualifications and any relevant experience in mortgage advising to grab our attention!
Showcase Your Client Relationships: Since we value long-term client relationships, share examples of how you've built and maintained these in your previous roles. This will demonstrate your commitment to providing quality advice and service, which is super important to us.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity with Mortgage Monkeys!
How to prepare for a job interview at Mortgage Monkeys
✨Know Your Stuff
Make sure you brush up on your mortgage knowledge and the latest industry trends. Being able to discuss recent changes in regulations or market conditions will show that you're not just experienced, but also proactive and engaged.
✨Showcase Your Client Relationship Skills
Since this role is all about building long-term client relationships, be ready to share examples of how you've successfully managed client interactions in the past. Highlight your customer service skills and how you maintain those relationships over time.
✨Demonstrate Your Self-Driven Nature
Mortgage Monkeys values advisers who can generate their own leads. Prepare to discuss your strategies for business development and how you've successfully built a client base in previous roles. This will show them you're a good fit for their independent approach.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture, support systems, 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.
