Remote Mortgage Advisor in Surrey, Woking
Premier Jobs UK Limited Woking About the role
This home based Mortgage Advisor job is ideal if you are capable of generating business but disappointed with current support levels from your network/management. Our client will invest heavily into creating marketing tools and organic and paid campaigns focused on your local area and/or niche market to generate leads for you. This is a tried and tested method for the business and their team of Mortgage Advisors who enjoy the benefits of these marketing campaigns. Even though the business is actively helping you with these marketing campaigns, they still classify these as being your self-generated.
In addition, the business has a steady flow of leads being produced for the overall business, which get pre-qualified by their head office team and distributed across their Mortgage Advisors. Typically, after 1 - 2 years of being in the business, their Mortgage Advisors have mastered the marketing and prefer to focus on producing their own self-generated and building their client bank with a handful of company leads. Full admin support is provided, to help you be more efficient and spend less time on hold to lenders! The business also has the option for Advisors to provide equity release advice if desired (and holding the relevant qualifications).
Mortgage Advisor Requirements- You should be fully CeMAP qualified or equivalent.
- You should have experience as a Mortgage Advisor, preferably with recent CAS status.
- You should be proactive and prepared to be active in supporting the marketing efforts, as ultimately this is in your interests to do so!
- You should have a good approach with clients and able to build rapport quickly.
This whole of market mortgage brokerage is looking to recruit entrepreneurial Mortgage Advisors to join their growing firm. They have established infrastructure in place to help their Mortgage Advisors develop business whilst retaining the benefits and autonomy of being self-employed. The top Mortgage Advisors in their team are regularly writing 13 - 15 cases per month.
Mortgage Advisor Benefits- Self-employed role with OTE of £60,000 - £100,000+ pa (uncapped).
- Good commission splits with tiered rate for self-generated and company leads.
- Home based role with autonomy to run your own diary.
- Enhanced procuration fees and access to exclusive products & criteria.
- Smooth onboarding process for CAS status Mortgage Advisors.
Home based - nationwide opportunity.
Your tasks
Generate business as a Mortgage Advisor with strong marketing support.
Your profile
CeMAP qualified with experience as a Mortgage Advisor.
What's also included
Self-employed role with uncapped earnings and flexible working from home.
Tech stack & ways of working
Remote Mortgage Advisor in Surrey, Woking employer: Premier Jobs UK Limited
As a Remote Mortgage Advisor with our client, you will benefit from a robust support system that prioritises your success through tailored marketing tools and campaigns designed specifically for your local area. The company fosters a collaborative work culture that encourages personal growth and mastery of self-generated leads, ensuring that you have the resources and opportunities to thrive in your career while enjoying the flexibility of remote work.
View Premier Jobs UK Limited profile
Your perspectives
Join a supportive team and build your client base with excellent resources.
StudySmarter Expert Advice
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 Premier Jobs UK Limited for freelance opportunities—they might have just what you’re looking for!
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 Premier Jobs UK Limited. 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 Premier Jobs UK Limited. 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 Premier Jobs UK Limited
Show Off Your Financial Savvy
When you're talking with Premier Jobs UK Limited, 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 Premier Jobs UK Limited.
Locations
- Woking
- Surrey
