At a Glance
- Tasks: Guide clients through residential and equity release mortgages with expert advice.
- Company: Award-winning mortgage brokerage with a focus on client care.
- Benefits: Home-based role with uncapped earning potential and a supportive lead source.
- Other info: Flexible work environment with opportunities for collaboration and training.
- Why this job: Make a real difference in clients' lives while building your own business.
- Qualifications: CeMAP and CeRER qualified with experience in mortgage advising.
The predicted salary is between 50000 - 70000 £ per year.
Mortgage & Equity Release Adviser - Home Based
Location: Home Based - Highly desired to be based in London / Home Counties
Our client is an established, award-winning mortgage brokerage looking for a qualified Mortgage Broker who is equally confident guiding a first-time buyer through their residential purchase and helping a later life client release equity from the home they've spent decades building. You will need to hold your residential (CeMAP or equivalent) and equity release qualifications (CeRER or equivalent) and have proven experience of advising on Lifetime Mortgages.
This is a home-based, self-employed role, offering a fantastic lead source and uncapped earning potential. A drawdown is available for 3-6 months whilst pipeline is building. It's a fantastic opportunity to build a business in a business.
Responsibilities:- Providing whole of market advice on residential mortgages - purchases, remortgages, product transfers, BTL, and everything in between.
- Advising on equity release and lifetime mortgages, supporting later-life clients with care, clarity and complete compliance.
- Building lasting client relationships, understanding the full picture and recommending the right solution rather than the quickest one.
- Managing your own pipeline from first conversation through to completion.
- Keeping everything FCA-compliant and beautifully documented.
- Joining the wider team in London occasionally for collaboration and training.
- CeMAP (or equivalent) qualified, with solid residential mortgage advising experience.
- A recognised equity release qualification (CeRER, ER1 or equivalent) and real, hands-on experience advising on lifetime mortgages.
- A confident, consultative communicator who builds trust quickly, especially with vulnerable and later-life clients.
- Self-motivated and organised, the kind of person who thrives working from home without losing momentum.
- A genuine commitment to compliance and doing right by the client, every time.
Residential and Later Life Mortgage Adviser in London employer: Pure Resourcing Limited
Our client is an award-winning mortgage brokerage that prioritises employee growth and offers a supportive work culture, making it an excellent employer for those in the financial services sector. With the flexibility of a home-based role, particularly desirable for candidates in London and the Home Counties, employees benefit from uncapped earning potential and a strong lead source, alongside opportunities for collaboration and training with a dedicated team. This position not only allows for personal business development but also fosters meaningful relationships with clients, ensuring a rewarding career path in the mortgage advisory field.
StudySmarter Expert Advice🤫
We think this is how you could land Residential and Later Life Mortgage Adviser 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 Pure Resourcing Limited for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Residential and Later Life Mortgage Adviser 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 Pure Resourcing 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 Pure Resourcing 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 Pure Resourcing Limited
✨Show Off Your Financial Savvy
When you're talking with Pure Resourcing 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 Pure Resourcing Limited.
