Mortgage Adviser in London

Mortgage Adviser in London

London Freelance 30000 - 40000 £ / year (est.) Home office (partial)
P

At a Glance

  • Tasks: Provide expert mortgage advice and build strong client relationships.
  • Company: The Mortgage Monkeys, a supportive and locally focused firm.
  • Benefits: 70/30 commission split, full leads provided, and flexible remote work options.
  • Other info: Great opportunity for career growth as the company expands.
  • Why this job: Join a growing company with strong earning potential and financial support tailored for you.
  • Qualifications: CeMAP or CII qualified with experience in mortgage advice and excellent customer service skills.

The predicted salary is between 30000 - 40000 £ per year.

The opportunity is a self-employed role, based remotely in the South West.

What's in it for you?

  • 70/30 commission split
  • Full leads provided from multiple estate agencies
  • Fully remote and hybrid working options available
  • Financial support options built around you
  • Your adviser fees remain entirely yours, no percentage is taken
  • Fully self-employed contract with strong earning potential
  • Fast and reliable commission payments
  • Access to pre-approved marketing material
  • Long-term growth opportunities as the company expands, including wealth management

The Mortgage Monkeys, a locally focused mortgage advice firm in the Southwest, are dedicated to providing clear and honest advice while fostering long-term client relationships. We are currently seeking an experienced, self-employed Mortgage Adviser who is eager to succeed with the support of an established firm. A full steady stream of warm leads sourced from local estate agencies is on offer and this is a great opportunity for a mortgage adviser looking for a change and to succeed.

If you're based in or close to Exeter, Exmouth, Torquay, St Austell, Penryn, Launceston, Okehampton, Tavistock or Plymouth then we want to hear from you.

What will you need to succeed?

  • CeMAP or CII Certificate in Mortgage Advice qualified
  • Experience advising on mortgages and protection or be in the mortgage advice industry
  • High standards of customer service and relationship-led advice
  • Well-organised, confident communicator
  • Based in or close to Exeter, Exmouth, Torquay, St Austell, Penryn, Launceston, Okehampton, Tavistock or Plymouth

Mortgage Adviser in London employer: Partnership-Recruitment

The Mortgage Monkeys is an exceptional employer for self-employed Mortgage Advisers, offering a flexible remote working environment in the beautiful South West. With a generous 70/30 commission split, full leads provided from local estate agencies, and no deductions from adviser fees, you can focus on building strong client relationships while enjoying significant earning potential. The company prioritises your growth with long-term opportunities in wealth management as it expands, making it an ideal place for motivated professionals seeking meaningful and rewarding employment.

P

Contact Details:

Partnership-Recruitment Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Mortgage Adviser in London

Show Off Your Expertise Online

In the banking and financial services world, sharing your insights on platforms like LinkedIn can really set you apart. Write articles about market trends or finance tips, and engage in discussions in relevant groups. This not only boosts your visibility but also highlights your knowledge to potential clients.

Join Freelance Platforms and Networking Events

Freelancing in finance can be competitive, so make sure you're on platforms like Upwork or Fiverr, specifically targeting finance gigs. Also, look for finance networking events or webinars to connect with small businesses that might need your services. Meeting people face-to-face (or online) can score you those elusive freelance contracts.

Build a Stunning Portfolio

Since you're going freelance, having a solid portfolio is a must. Showcase your previous work, such as reports or analyses, and consider using case studies to highlight your approach. The more you can demonstrate your skills, the easier it is for clients to trust you with their finances.

Direct Outreach is Key

For freelance gigs, don't wait for opportunities to come to you. Identify companies or startups that align with your skills and reach out directly. A personalised message introducing yourself and proposing how you could add value can go a long way. Plus, keep an eye on Partnership-Recruitment for freelance opportunities—they might have just what you’re looking for!

We think you need these skills to ace Mortgage Adviser in London

CeMAP or CII Certificate in Mortgage Advice
Experience advising on mortgages
Knowledge of protection products
High standards of customer service
Relationship management
Organisational skills
Communication skills

Some tips for your application 🫡

Showcase Your Financial Savvy:When applying for a freelance role in banking and financial services, we need to see your expertise front and centre! Mention specific financial regulations or tools you've mastered, and feel free to include your relevant qualifications, like CFA or ACCA, to bolster your credibility.

Build a Stellar Portfolio:Since this is a freelance gig, your portfolio is your ticket to impressing us at Partnership-Recruitment. Include examples of past projects you've completed—think financial analyses, investment reports, or forecasting models. Be sure to highlight the results you achieved!

Tailor Your Rates and Availability:We want to see that you're flexible and can align with our needs. Clearly outline your freelance rates, availability for projects, and whether you're open to long-term collaborations or just ad-hoc gigs. This makes it easier for us to understand how we can work together!

Craft a Compelling Cover Letter:In your cover letter, express not just your skills, but also why you're excited about joining Partnership-Recruitment. Share your passion for financial services and how you plan to tackle challenges in this sector. This is your chance to connect on a personal level—make it count!

How to prepare for a job interview at Partnership-Recruitment

Show Off Your Financial Savvy

When you're talking with Partnership-Recruitment, make sure to highlight your experience with financial modelling, risk assessment, or portfolio management. Freelance work often requires a good level of financial literacy, so prepare to discuss any relevant tools you've used, whether it's Excel or specific financial software.

Bring Your Portfolio to Life

A freelance role means you’ll want to showcase your previous work effectively. Put together a portfolio that not only highlights your projects but also demonstrates the outcomes - think case studies or success stories that showcase how your financial skills made a difference for past clients.

Know Your Regulations and Compliance

In the banking and financial services world, understanding compliance and regulations is crucial. Make sure you’re up to date with the latest standards as they relate to your expertise. Be prepared for specific questions about how you've navigated these in past roles or how you'd approach potential compliance challenges.

Be Ready to Discuss Your Rates and Availability

As a freelancer, the topic of rates and availability can come up early on. Be clear about what you offer and how you charge. It might also help to have a few examples in mind where your expertise saved someone money or improved efficiency to justify your rates to Partnership-Recruitment.