At a Glance
- Tasks: Help clients secure mortgages and provide tailored protection advice in a flexible, self-employed role.
- Company: Join Just Mortgages, part of the UK's largest Independent Property Group.
- Benefits: Enjoy leads, social media support, mentoring, and generous commission splits.
- 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 enjoying flexibility and independence.
- Qualifications: Must hold CeMAP or equivalent and have experience in mortgage brokerage.
The predicted salary is between 30000 - 40000 £ per year.
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
As a Mortgage and Protection Adviser you can expect to:
- 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
To be a successful Mortgage and Protection Adviser you will need to:
- Hold Certificate in Mortgage Advice and Practise (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 to the Immigration, Asylum and Nationality Act 2006.
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 employer: Spicerhaart
At Spicerhaart, we pride ourselves on being the UK's largest independent estate agency group, offering a vibrant work culture that fosters continuous learning and development. As a Training Manager based in our Head Office in Colchester, you will enjoy a competitive salary, hybrid working options, and the opportunity to make a significant impact on our teams' performance while being part of a supportive and inclusive environment. We are dedicated to empowering our employees with the skills and knowledge they need to thrive, ensuring that your career growth is as important to us as it is to you.