At a Glance
- Tasks: Help clients secure mortgages and provide tailored protection advice.
- Company: Join Just Mortgages, part of the UK's largest Independent Property Group.
- Benefits: Enjoy flexible working, generous commissions, and comprehensive support.
- Other info: Be part of an inclusive team that values diversity and personal growth.
- Why this job: Make a real difference in people's lives while building your own business.
- Qualifications: Must hold CeMAP or equivalent and have experience in mortgage brokerage.
The predicted salary is between 30000 - 40000 £ per year.
Overview
Mortgage and Protection Advisor Self-employed South Wales. Just Mortgages is part of Spicerhaart: the UK’s largest Independent Property Group. With its rapidly growing financial services business, Just Mortgages, our reputation has grown to be one of the leaders in both innovation and technology in its industry. One of our Principal firms that introduce to Just Mortgages are looking for an experienced Mortgage and Protection Advisor to be based in the South Wales area. This role is self-employed, fully flexible and hybrid based, being based in a local team office environment a few days a week.
Benefits
- Leads provided
- Social media support with full digital marketing suite
- Mentor and one to one coaching from a successful business owner
- Our Just Mortgages support system
- Generous commission splits
- Additional income from in house referral opportunities
Expectations
- Follow up leads from potential customers to convert into sales
- Source leads proactively from all available routes
- Recommend the most suitable product to suit the customer’s needs, priorities and circumstances within a regulatory environment
- Assess customer affordability in order to lend responsibly and in line with regulations
- Achieve set individual targets in a variety of areas and contribute towards the overall performance of the team
- Ensure market knowledge is continuously developed and maintained
- Build and forecast a pipeline with accuracy on completion
- Demonstrate continuous improvement in terms of conversions
Qualifying Criteria
- Hold Certificate in Mortgage Advice and Practice (CeMAP) or alternative
- Experience within the mortgage brokerage market
- Have a consistent track record of achieving your goals within your current role
- Be proactive and self‑motivated, with a proven track record of exceeding targets
- An excellent understanding of the mortgage market, products and services
- Confident in presenting
- Strong communication skills, both written and verbal, and excellent interpersonal skills and the ability to overcome challenges
- Experience of Financial Services sales and understanding of compliance regulations
- A passion for achieving a fantastic customer experience.
You are legally entitled to live and work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006. Please note you will need to provide evidence of your right to work in the UK via proof of address, identity and NI prior to a formal offer of employment.
Equal Opportunities
At Spicerhaart, variety makes our Company DNA come to life. We love people, and what’s more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Spicerhaart are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability – regardless of how small or large your requirement may be.
Self Employed Mortgage Adviser in Swansea employer: Spicerhaart Group Ltd.
Just Mortgages, part of Spicerhaart, offers an exceptional opportunity for self-employed Mortgage Advisers in South Wales, combining flexibility with a supportive work culture. With access to leads, comprehensive digital marketing tools, and one-on-one mentoring from experienced professionals, employees can thrive in a dynamic environment that prioritises personal growth and success. The company’s commitment to diversity and equal opportunities further enhances its appeal as a rewarding employer.
StudySmarter Expert Advice🤫
We think this is how you could land Self Employed Mortgage Adviser in Swansea
✨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 Spicerhaart Group Ltd. for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Self Employed Mortgage Adviser in Swansea
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 Spicerhaart Group Ltd.. 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 Spicerhaart Group Ltd.. 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 Spicerhaart Group Ltd.
✨Show Off Your Financial Savvy
When you're talking with Spicerhaart Group Ltd., 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 Spicerhaart Group Ltd..
