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For Companies At a Glance
- Tasks: Deliver tailored mortgage and protection advice while building strong client relationships.
- Company: Join a prestigious wealth management firm with a trusted brand and steady client referrals.
- Benefits: Enjoy remote work, uncapped earnings, and comprehensive support for your business.
- Why this job: This role offers autonomy, high-quality leads, and the chance to grow your own client base.
- Qualifications: Proven success as a broker with knowledge of mortgage and protection products is essential.
- Other info: Realistic annual earnings of £110k-£120k with additional fees for each application.
The predicted salary is between 88000 - 168000 £ per year.
Are you a Self-Employed Mortgage & Protection Broker seeking autonomy, high-quality leads, and uncapped earning potential?
Join a prestigious wealth management firm where your expertise and ambition can thrive. With a trusted brand and a steady flow of client referrals from Wealth Managers, this role offers the perfect opportunity to grow your business while delivering exceptional client service., As a Self-Employed Mortgage & Protection Broker, you’ll benefit from a consistent stream of high-quality leads from Wealth Managers while maintaining the flexibility to bring your own client base or introducers for enhanced commissions. This is a unique chance to work in a supportive environment, delivering bespoke mortgage and protection advice and building long-term client relationships., * Deliver tailored mortgage and protection advice that meets each client’s unique needs.
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Build and maintain strong relationships with new and existing clients.
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Leverage company-provided leads and generate additional business through your own network or introducers.
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Offer expert protection advice and secure referrals from satisfied clients.
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Ensure compliance with regulatory standards while maintaining accurate documentation.
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Proven success as a Self-Employed Mortgage & Protection Broker.
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A small client book or introducer network to complement company-provided leads.
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In-depth knowledge of mortgage and protection products, particularly in the wealth management sector.
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Excellent relationship-building skills and a client-focused approach.
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Self-motivated with the ability to work independently.
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Strong communication skills to simplify complex financial products for clients.
The Package & Benefits
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Remote working
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70% for self-generated clients.
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40% for leads provided by Wealth Managers.
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30% for pension referrals.
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Additional discretionary fees of up to £500 per application.
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Comprehensive administrative and compliance support post-submission.
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Uncapped earning potential, with realistic annual earnings of £110k-£120k.
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Average case size of £450k., * 1
Brokers
- 1
CeMAP
- 1
CeMap Qualified
- 1
Mortgage Advisor
- 1
Mortgage Broker
- 1
Protection Products
- 1
Regulatory Standards
- 1
Residential Mortgages
- 1
Wealth Management
- 1
Protection Advice
Self-Employed Mortgage & Protection Broker employer: NRG (Northern Recruitment Group)
Contact Detail:
NRG (Northern Recruitment Group) Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Self-Employed Mortgage & Protection Broker
✨Tip Number 1
Network with Wealth Managers and other financial professionals to expand your client base. Building strong relationships in the wealth management sector can lead to valuable referrals and enhance your earning potential.
✨Tip Number 2
Leverage social media platforms to showcase your expertise in mortgage and protection advice. Sharing valuable insights and success stories can attract potential clients and introducers who are looking for knowledgeable brokers.
✨Tip Number 3
Stay updated on the latest mortgage and protection products, especially those relevant to wealth management. This knowledge will not only boost your confidence but also help you provide tailored advice that meets your clients' unique needs.
✨Tip Number 4
Consider hosting informational webinars or workshops to educate potential clients about mortgage and protection options. This proactive approach can position you as an expert in your field and generate high-quality leads.
We think you need these skills to ace Self-Employed Mortgage & Protection Broker
Some tips for your application 🫡
Highlight Your Experience: Make sure to emphasize your proven success as a Self-Employed Mortgage & Protection Broker. Include specific examples of how you've built and maintained strong client relationships and delivered tailored advice.
Showcase Your Knowledge: Demonstrate your in-depth knowledge of mortgage and protection products, especially within the wealth management sector. This will show that you are well-equipped to meet the unique needs of clients.
Emphasize Autonomy and Motivation: Since this role requires self-motivation and the ability to work independently, highlight your experience in managing your own client base or introducer network and how you have successfully generated business on your own.
Tailor Your Application: Customize your application to reflect the specific requirements mentioned in the job description. Use keywords from the listing to ensure your application resonates with the hiring team.
How to prepare for a job interview at NRG (Northern Recruitment Group)
✨Showcase Your Expertise
Be prepared to discuss your previous experience as a Self-Employed Mortgage & Protection Broker. Highlight specific cases where you successfully delivered tailored advice and built strong client relationships.
✨Demonstrate Relationship-Building Skills
Since this role emphasizes client relationships, come ready with examples of how you've maintained and grown your client base. Discuss strategies you've used to generate referrals and leverage your network.
✨Understand the Wealth Management Sector
Familiarize yourself with the nuances of mortgage and protection products within the wealth management sector. Be ready to discuss how your knowledge can benefit clients and align with the firm's offerings.
✨Prepare for Compliance Questions
Given the importance of regulatory standards in this role, be prepared to answer questions about compliance and documentation. Show that you understand the necessary regulations and how you ensure adherence in your practice.
