mortgage advisors

mortgage advisors

Freelance 96000 - 96000 ÂŁ / year (est.) Home office (partial)
Part Of The Experts Group

At a Glance

  • Tasks: Help clients secure the best mortgage solutions and provide expert advice.
  • Company: Join a trusted brand with a focus on independent mortgage advising.
  • Benefits: Earn up to ÂŁ96,000 per year with 80% of fees generated.
  • Other info: Receive comprehensive training, support, and marketing materials to grow your business.
  • Why this job: Be your own boss while making a real difference in clients' lives.
  • Qualifications: Must be an experienced mortgage broker with CeMAP certification.

The predicted salary is between 96000 - 96000 ÂŁ per year.

Passionate about helping clients secure the right finance solutions… but ready to be recognised as a trusted, professional, independent Mortgage Advisor in your local area? You enjoy understanding your clients' mortgage and protection needs. You offer expert advice on mortgage products and protection options. You take pride in guiding and supporting clients every step of the way. You enjoy the day‑to‑day... but not the limits on your income or growing a business that isn't yours. Earn £8,000 per month (£96,000 per year). Receive 80% of the fees generated. Based on an average case value of £2,000.

Why Join Us

You’ll have the backing of a proven brand, along with all the tools, training, compliance support and business guidance you need to confidently run your own business - so you can focus on growing your network and becoming a renowned, respected finance professional.

We Provide

  • Training: Structured onboarding and induction, plus a proven step‑step Success Blueprint providing the systems, processes and strategies to build a successful mortgage business.
  • Support: Access to a dedicated mortgage administration team supporting you and your clients at every stage. You’ll also benefit from coaching and mentoring, bi‑weekly live team sessions, and in‑person events throughout the year.
  • Tools and Technology: Access to market‑leading platforms, including a client‑facing CRM designed to enhance productivity, with built‑in sourcing functionality.
  • Marketing Materials: A fully branded “business in a box,” with access to a comprehensive library of digital assets, social content and branded materials.
  • Personal Branding: People buy from people. Your business is built around you - your name, reputation and profile - helping you build trust, stand out locally, and position yourself as the go‑to mortgage expert in your area.

Qualifications

Experienced mortgage broker with CeMAP.

mortgage advisors employer: Part Of The Experts Group

Join a dynamic team where your expertise as a Mortgage Advisor is truly valued and rewarded. With a strong focus on personal branding and professional growth, you'll receive comprehensive training, ongoing support, and access to cutting-edge tools that empower you to build a successful business in your local area. Enjoy the freedom of being your own boss while benefiting from a proven brand and a collaborative work culture that fosters success and recognition.
Part Of The Experts Group

Contact Detail:

Part Of The Experts Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land mortgage advisors

✨Network Like a Pro

Get out there and meet people! Attend local events, join community groups, and connect with potential clients. The more you network, the more you'll establish yourself as a trusted mortgage advisor in your area.

✨Showcase Your Expertise

Create content that highlights your knowledge in mortgages and protection options. Whether it's blog posts, social media updates, or videos, let people see you as the go-to expert. This will help build trust and attract clients to you.

✨Leverage Our Resources

Don't forget about the tools and support we provide! Use our marketing materials and CRM to streamline your processes and enhance your productivity. This way, you can focus on what you do best – helping clients secure the right finance solutions.

✨Follow Up Like a Champ

After meeting potential clients, always follow up! A simple message or call can make a huge difference. It shows you're dedicated and ready to support them every step of the way, which is exactly what they need from a mortgage advisor.

We think you need these skills to ace mortgage advisors

Client Relationship Management
Mortgage Product Knowledge
Protection Options Expertise
Financial Advisory Skills
Business Development
Networking Skills
Compliance Knowledge
CRM Proficiency
Marketing Skills
Coaching and Mentoring
Analytical Skills
Communication Skills
Problem-Solving Skills
Personal Branding

Some tips for your application 🫡

Show Your Passion: Let us see your enthusiasm for helping clients secure the right finance solutions. Share a bit about why you love being a Mortgage Advisor and how you’ve made a difference in your clients' lives.

Tailor Your Application: Make sure to customise your application to highlight your experience and skills that align with our job description. We want to know how your background makes you the perfect fit for our team!

Be Professional Yet Personal: While we appreciate professionalism, don’t be afraid to let your personality shine through. We’re looking for someone who can connect with clients on a personal level, so share your unique approach to client relationships.

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 quicker!

How to prepare for a job interview at Part Of The Experts Group

✨Know Your Stuff

Make sure you brush up on your mortgage knowledge before the interview. Understand the latest products, market trends, and regulations. This will not only show your expertise but also demonstrate your passion for helping clients secure the right finance solutions.

✨Showcase Your Client-Centric Approach

Prepare examples of how you've successfully guided clients in the past. Highlight your ability to understand their needs and provide tailored advice. This is crucial for a role that revolves around building trust and rapport with clients.

✨Emphasise Your Independence

Since this role allows you to run your own business, be ready to discuss how you plan to manage your time and resources effectively. Talk about your entrepreneurial spirit and how you intend to grow your network and reputation as a local mortgage expert.

✨Ask Insightful Questions

Prepare thoughtful questions about the company's support systems, training, and tools available to you. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

>