At a Glance
- Tasks: Provide expert mortgage and protection advice while managing client relationships.
- Company: Join PRIMIS Mortgage Network, the UK's largest mortgage and protection network.
- Benefits: Earn £75,000+ with potential for £100k+, flexible working options available.
- Other info: Diverse and inclusive workplace committed to your success and career growth.
- Why this job: Be part of a supportive team with guaranteed leads and real earning potential.
- Qualifications: Must have CAS and experience in mortgage broking, ideally with estate agency exposure.
The predicted salary is between 40000 - 50000 £ per year.
PRIMIS Mortgage Network are looking to recruit a highly experienced Mortgage & Protection Advisor to join a well-established Mortgage Advisory business based in Portsmouth. The mortgage business is a long-standing Appointed Representative Partner Firm (AR) of PRIMIS Mortgage Network's Mortgage Advisory operation, which has its own long-established multi-branch Estate Agency business located across Hampshire.
The firm is now looking for a further experienced Advisor with CAS who needs a regular and reliable lead source. The role is Self Employed with all Leads Provided, with a pipeline guarantee payable for a good period of time. The splits are circa 50% on leads provided and 70% on self-generated leads. The firm is solid with no false promises around leads that don't materialise. This role cannot be compared to that of corporate Estate Agency linked Mortgage Advisory businesses.
The role is self-employed with earnings of £75,000+, with advisors in this business earning £100k+. Employed positions are also available. We are happy with either Hybrid working or fully office-based, with the expectation being that the early period be spent on site in branch.
We are only looking for CAS existing Mortgage and Protection advisors with broking experience and ideally EA exposure. Full PRIMIS lender and 15 provider Protection panel - no loadings to Protection ensuring the very best for the customer.
PRIMIS Mortgage Network, a wholly owned subsidiary of the highly respected parent business LSL Property Services plc, is the largest Mortgage and Protection Network in the UK with some 3000 advisers across approximately 1000 individually branded mortgage and protection businesses.
The PRIMIS network of ARs offer Mortgage and Protection advisory services through numerous avenues, including Specialist Mortgage Advisory businesses, Accountancy practices, Mortgage Shops, businesses supporting High Street Estate Agency, online Brokers, New Build specialist organisations with affinities with major housing developers, and online Estate Agency.
Applications / approaches will be exclusively managed by James McNee of PRIMIS Mortgage Network / LSL's internal recruitment function, who can be contacted on 07814543722 or james.mcnee@primis.co.uk.
We are an equal opportunity employer and value diversity at our company. We do not discriminate based on your background or needs; if we require any adjustments to make the recruitment process easier, please let us know. PRIMIS Mortgage Network / LSL Property Services are dedicated to protecting your data - our Recruitment Privacy Notice can be viewed on the LSL Careers website.
Mortgage Advisor in Portsmouth employer: PRIMIS Mortgage Network
At PRIMIS Mortgage Network, we pride ourselves on being an exceptional employer, offering a supportive and dynamic work environment in Portsmouth. Our self-employed Mortgage Advisors benefit from a reliable lead source, competitive commission splits, and the opportunity to earn upwards of £100k, all while enjoying the flexibility of hybrid or office-based working. With a strong focus on employee growth and a commitment to diversity, we ensure that our advisors have the resources and support they need to thrive in their careers.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Advisor in Portsmouth
✨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 PRIMIS Mortgage Network for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Mortgage Advisor in Portsmouth
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 PRIMIS Mortgage Network. 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 PRIMIS Mortgage Network. 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 PRIMIS Mortgage Network
✨Show Off Your Financial Savvy
When you're talking with PRIMIS Mortgage Network, 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 PRIMIS Mortgage Network.
