Mortgage Advisor Self-Employed

Mortgage Advisor Self-Employed

Sutton Coldfield Freelance 40000 - 64000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Generate business, support partners, and provide tailored mortgage advice.
  • Company: Join Preferred Title, a dynamic company empowering self-employed Mortgage Advisors.
  • Benefits: Enjoy uncapped earnings, flexible working, and unique business development tools.
  • Why this job: Take control of your career with freedom, growth opportunities, and a supportive team.
  • Qualifications: Must be CeMAP accredited with experience in finance or sales.
  • Other info: Work remotely or from our Lichfield office; casual dress code!

The predicted salary is between 40000 - 64000 £ per year.

Join to apply for the Mortgage Advisor Self-Employed role at Preferred Title.

Are you an ambitious Mortgage Advisor looking to take control of your career? Do you want the freedom of self-employment while earning what you truly deserve? This role comes with unique business development tools to support your growth and success, along with specialist staff to work alongside you!

Earnings are uncapped, with an expected annual OTE of £50,000 – £80,000!

What Youll Be Doing As a Self-Employed Mortgage Advisor:

  • Generating business from multiple sources – many plates spinning!
  • Generating appointments and helping to support & train your introducing partners to book appointments for you too!
  • Researching the most suitable products for your clients, alongside your support team.
  • Liaising with your clients, giving professional and suitable advice based on access to the whole market.
  • Promoting, marketing, & engaging in a genuine 360-degree role.
  • Driving to visit clients.

What Youll Need To Succeed As A Self-Employed Mortgage Advisor:

  • Mortgage and protection and CeMAP accredited.
  • Experienced in the role with an intermediary, bank or estate agent background.
  • A full, UK driving licence.
  • Confident, tenacious, professional, hardworking, and motivated.
  • Honesty and integrity should be of the utmost importance.
  • First class communication skills.
  • An understanding of the home buying process.

This is a remote role, or you can come into our Lichfield office (WS13) and be part of the magic within!

All the lovely bits apply too – you dont need to dress up! Youll work 5 out of 7 days per week with weekends included in rotation. Opening hours between 9am to 5pm.

This is an amazing opportunity for the right people to get stuck in and help mould the direction and success of the business.

To apply for this role as Mortgage Advisor, please click apply online and upload an updated copy of your CV.

Candidate Source Ltd is an advertising agency. Once you have submitted your application it will be passed to the third party Recruiter who is responsible for processing your application. This will include holding and sharing your personal data, our legal basis for this is legitimate interest subject to your declared interest in a job.

Seniority level

  • Entry level

Employment type

  • Full-time

Job function

  • Finance and Sales
  • Industries: Banking

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Mortgage Advisor Self-Employed employer: Preferred Title & Escrow Insurance Agency, Inc.

At Preferred Title, we pride ourselves on being an exceptional employer that empowers Mortgage Advisors to thrive in a self-employed capacity. With uncapped earnings potential and comprehensive business development tools, our supportive work culture fosters both personal and professional growth. Located in Lichfield, you can enjoy the flexibility of remote work while also having the option to collaborate with a dynamic team in our office, all within a relaxed environment that values honesty and integrity.
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Contact Detail:

Preferred Title & Escrow Insurance Agency, Inc. Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage Advisor Self-Employed

✨Tip Number 1

Network with other mortgage advisors and professionals in the industry. Attend local events or join online forums to connect with potential partners who can refer clients to you, as building a strong referral network is crucial for generating business.

✨Tip Number 2

Familiarise yourself with the latest mortgage products and market trends. This knowledge will not only help you provide better advice to your clients but also position you as a trusted expert in your field, making it easier to attract new clients.

✨Tip Number 3

Utilise social media platforms to promote your services and engage with potential clients. Share valuable content related to mortgages and home buying, which can help establish your credibility and attract interest from those looking for advice.

✨Tip Number 4

Consider creating a personal brand that reflects your values and expertise. A strong personal brand can differentiate you from other mortgage advisors and make you more appealing to clients seeking a trustworthy advisor.

We think you need these skills to ace Mortgage Advisor Self-Employed

CeMAP Accreditation
Mortgage and Protection Knowledge
Business Development Skills
Client Relationship Management
Market Research Skills
Appointment Generation
Communication Skills
Sales Skills
Negotiation Skills
Understanding of the Home Buying Process
Self-Motivation
Integrity and Honesty
Time Management
Driving Licence

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience as a Mortgage Advisor, focusing on your achievements and skills relevant to the role. Emphasise your CeMAP accreditation and any previous roles in banking or estate agencies.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for self-employment and your motivation to succeed. Mention how you plan to generate business and support your partners, demonstrating your understanding of the role's requirements.

Showcase Communication Skills: In your application, highlight your first-class communication skills. Provide examples of how you've successfully liaised with clients in the past, as this is crucial for a Mortgage Advisor.

Research the Company: Familiarise yourself with Preferred Title and their approach to mortgage advising. Understanding their values and business model will help you tailor your application and show that you're a good fit for their team.

How to prepare for a job interview at Preferred Title & Escrow Insurance Agency, Inc.

✨Showcase Your Experience

Make sure to highlight your previous experience as a Mortgage Advisor or in related roles. Discuss specific examples of how you've successfully generated business and supported clients, as this will demonstrate your capability to thrive in a self-employed position.

✨Demonstrate Your Knowledge

Be prepared to discuss the home buying process and various mortgage products. Showing that you have a solid understanding of the market and can provide tailored advice will impress the interviewers and prove your expertise.

✨Emphasise Communication Skills

Since this role requires first-class communication skills, be ready to showcase your ability to engage with clients and partners. Practice articulating your thoughts clearly and confidently, as this will reflect your professionalism and integrity.

✨Prepare Questions

Have a list of insightful questions ready to ask during the interview. This shows your genuine interest in the role and the company, and it also gives you a chance to assess if this opportunity aligns with your career goals.

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