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- Tasks: Provide tailored mortgage and protection advice while managing client relationships.
- Company: Join Linear Financial Solutions, a leading firm in the PRIMIS Mortgage Network.
- Benefits: Keep all broker fees, enjoy discounted support packages, and receive ongoing marketing assistance.
- Why this job: Make a real impact by helping clients secure their financial futures from anywhere.
- Qualifications: Proficiency in mortgages, CeMAP qualification, and strong communication skills required.
- Other info: Enjoy a remote work environment with excellent growth opportunities and CPD support.
The predicted salary is between 36000 - 60000 £ per year.
This is a full-time, remote position for a Self-Employed Mortgage & Protection Adviser. The role involves providing tailored mortgage and protection advice to clients, conducting financial assessments, and ensuring compliance with industry regulations. You will keep all broker fees and receive payment on gross commissions. Discounted rates for support packages such as Criteria Hub, CI Expert and My Last Will will be available to you, along with a subsidised supervision network fee. Your laptop is provided with an official Linear email address and ongoing Tech Support. You will receive ongoing marketing support, and for those aspiring to become the principal of your own firm within the PRIMIS Mortgage Network in future, full support is provided with the application process and establishing your brokerage. Referral opportunities with a straightforward referral process and payout upon completing business include protection, general insurance, pensions and investments. CPD support is provided through regular virtual meetings featuring key stakeholders, lenders and providers who deliver industry updates, proposition insights and training support.
Responsibilities
- Provide tailored mortgage and protection advice to clients.
- Conduct comprehensive financial assessments for clients.
- Ensure compliance with all relevant industry regulations.
- Manage client relationships and identify suitable financial products.
- Support clients throughout the mortgage and protection application process.
- Utilise marketing strategies to promote services and grow the client base.
Qualifications
- Proficiency in Mortgages and Protection.
- Experience in Mortgage Marketing and an understanding of finance-related principles.
- CeMAP (Certificate in Mortgage Advice and Practice) qualification.
- Strong interpersonal, communication and client relationship management skills.
- Ability to work independently and maintain high organisational standards.
- Previous advising experience in the mortgage and protection sector is preferred.
Linear Financial Solutions is a UK-based financial services firm within the PRIMIS Mortgage Network, one of the largest financial services networks in the UK. The company specialises in providing expert financial solutions in the mortgage and protection sectors. With its strong industry presence, Linear Financial Solutions is dedicated to supporting clients' financial needs through tailored advice and services. The organisation is committed to delivering exceptional customer experiences while fostering professional growth and expertise.
Self-Employed Mortgage & Protection Adviser in City of Westminster employer: PRIMIS Mortgage Network
Contact Detail:
PRIMIS Mortgage Network Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Self-Employed Mortgage & Protection Adviser in City of Westminster
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join online forums, and engage on social media. The more people you know, the better your chances of landing that dream role.
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Share your expertise in mortgages and protection, and highlight your experience. Let them see how you can add value to their team.
✨Follow Up
After any interview or meeting, make sure to follow up with a thank-you email. It shows your appreciation and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate your interest in the position!
✨Apply Through Our Website
Don’t forget to apply through our website for the best chance at landing the job! We’re always looking for passionate individuals who want to grow with us in the mortgage and protection sector.
We think you need these skills to ace Self-Employed Mortgage & Protection Adviser in City of Westminster
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your application to highlight your experience in mortgages and protection. We want to see how your skills align with the role, so don’t hold back on showcasing your expertise!
Show Off Your Communication Skills: Since this role involves managing client relationships, it’s crucial to demonstrate your strong interpersonal and communication skills. Use clear and engaging language in your application to reflect your ability to connect with clients.
Highlight Relevant Qualifications: Don’t forget to mention your CeMAP qualification and any other relevant certifications. We’re looking for candidates who are not just experienced but also qualified to provide top-notch advice.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way to ensure your application gets the attention it deserves, and we can’t wait to hear from you!
How to prepare for a job interview at PRIMIS Mortgage Network
✨Know Your Stuff
Make sure you brush up on your mortgage and protection knowledge. Understand the latest industry regulations and be ready to discuss how you can provide tailored advice to clients. This will show that you're not just familiar with the basics, but that you’re genuinely passionate about helping clients navigate their financial options.
✨Showcase Your Experience
Prepare to share specific examples from your previous advising roles. Highlight your experience in conducting financial assessments and managing client relationships. Use the STAR method (Situation, Task, Action, Result) to structure your answers, making it easy for the interviewer to see how your background aligns with the role.
✨Ask Smart Questions
Interviews are a two-way street, so come armed with thoughtful questions. Inquire about the support packages available, the marketing strategies they use, or how they help advisers grow their client base. This shows that you’re not only interested in the position but also in how you can thrive within the company.
✨Demonstrate Independence
Since this is a self-employed role, emphasise your ability to work independently. Share examples of how you've successfully managed your time and organised your workload in the past. This will reassure them that you can maintain high standards while working remotely.
