At a Glance
- Tasks: Advise clients on mortgage solutions and manage cases with dedicated admin support.
- Company: Established mortgage brokerage with strong introducer relationships in London.
- Benefits: Flexible working options, steady leads, and admin support to maximise your time.
- Other info: Opportunity for career growth in a dynamic and collaborative environment.
- Why this job: Join a supportive team where you can focus on advising clients and growing your earnings.
- Qualifications: At least 1 year as a qualified mortgage adviser with strong client-facing skills.
The predicted salary is between 31500 - 38500 £ per year.
Mortgage Adviser London & Surrounding areas | Office based or hybrid | Salary dependent on experience | Employed or Self-Employed
Introducer leads, admin support and the choice of employed or self-employed, so you can focus on advising.
About the Company
We partner with a number of established, whole-of-market mortgage brokerages across London and the surrounding areas. Each has strong, long-standing introducer relationships with estate agents, developers, accountants and other professional partners, giving advisers a steady flow of quality leads rather than relying on self-generation.
About the Role
As a Mortgage Adviser you will advise clients across the full whole-of-market panel, working leads provided through established introducer channels. With dedicated administrative support behind you, your time is spent where it adds most value: with clients. Roles are available on an employed or self-employed basis, with office-based or hybrid working depending on the brokerage.
Key Responsibilities
- Contact and qualify leads passed from introducer partners
- Complete fact finds and assess affordability and client circumstances
- Research the whole of market and recommend suitable mortgage solutions
- Advise on protection and general insurance where appropriate
- Submit applications and manage cases through to completion, supported by admin
- Liaise with lenders, solicitors and estate agents to keep cases moving
- Build strong working relationships with introducer partners
- Deliver compliant advice in line with FCA regulation and Consumer Duty
- Keep up to date with lender criteria, products and market changes
Package
Leads provided from established introducers, plus dedicated admin support. Office-based or hybrid, depending on the brokerage.
Skills & Experience
- At least 1 year's experience as a qualified mortgage adviser
- Good knowledge of residential mortgages
- Strong client-facing skills with a professional, consultative approach
- Organised and confident managing a busy pipeline
- Based in or able to commute to London or the surrounding areas
Why Apply
This is a chance to join an established whole-of-market brokerage where the leads come to you. With introducer-led business, admin support to handle the paperwork, and the flexibility to choose employed or self-employed and office or hybrid working, you can concentrate on advising clients and growing your earnings.
Mortgage Advisor in London employer: Pharos Search Partners
Pharos Search Partners provides a flexible working environment with competitive compensation structures, including a base salary and uncapped commission. The company fosters a supportive culture that values employee development and success.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Advisor 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 Pharos Search Partners for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Mortgage Advisor in London
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 Pharos Search Partners. 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 Pharos Search Partners. 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 Pharos Search Partners
✨Show Off Your Financial Savvy
When you're talking with Pharos Search Partners, 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 Pharos Search Partners.
