At a Glance
- Tasks: Help clients with mortgage and protection advice while building your own business.
- Company: Steadman Hawkes Ltd, a growing firm with a strong local reputation.
- Benefits: Flexible working options, full support, and ongoing professional development.
- Other info: Join a supportive team focused on your success and growth.
- Why this job: Shape your career with quality leads and the freedom of self-employment.
- Qualifications: CeMAP or CII Certificate in Mortgage Advice and strong sales skills.
The predicted salary is between 31500 - 38500 £ per year.
Steadman Hawkes Ltd | Kidderminster | Hybrid / Remote Options Available
Are you a driven Mortgage & Protection Adviser looking for quality leads, flexibility, and the opportunity to help shape a growing business?
Steadman Hawkes Ltd is looking to appoint a
Self-Employed Mortgage & Protection Adviser to support increasing client demand across Worcestershire and the West Midlands.
We are a growing, client-focused firm with a strong reputation in the local area.
With a consistent flow of qualified opportunities already available and plans to further expand our marketing activity, this is an excellent opportunity for an adviser who wants to build a successful long-term business with the support of an ambitious firm.
- What You'll Receive
- Qualified mortgage opportunities provided
- Flexible working arrangements (remote, hybrid or office-based)
- Full administrative support
- Marketing support and promotion through our existing client bank
- Potential financial launch support for the right candidate
- Laptop, mobile phone and office set-up available if required
- Ongoing investment in your professional development as the business grows
What We're Looking For
- Ce MAP or CII Certificate in Mortgage Advice
- Strong sales and relationship-building skills
- Driven, accountable and personable approach
- Excellent attention to detail
- Ability to work independently and proactively identify opportunities
- Ability to generate own leads or access to an existing client bank
- Lead Flow & Support
You'll have access to
- Quality mortgage opportunities
- Existing client referrals and repeat business
- Strong client relationships generating highly proceedable enquiries
- Internal support for client onboarding, sales progression and relationship management
- Earnings Potential
A competitive self-employed proposition is available, including
- Additional earning opportunities through referral opportunities
- Flexible structure that rewards advisers who generate their own business
- What Success Looks Like
- At Steadman Hawkes, success isn't measured by unrealistic targets. We're focused on:
- Maximising opportunities from quality leads
- Strong protection conversion
- High-quality business submission
- Identifying wider financial planning opportunities
- Exceptional customer satisfaction
Interested?
If you'd like to find out more about the opportunity, we'd love to have a confidential conversation.
Steadman Hawkes Ltd is committed to supporting advisers who want the freedom of self-employment alongside the backing, infrastructure and lead support needed to build a successful, sustainable business.
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Mortgage & Protection Adviser employer: Steadman Hawkes Ltd
Steadman Hawkes Ltd is an exceptional employer for Mortgage & Protection Advisers, offering a unique blend of flexibility and support in the vibrant Kidderminster area. With a strong focus on professional development, quality leads, and a collaborative work culture, advisers can thrive while building a successful long-term business. The company’s commitment to providing ongoing marketing support and administrative assistance ensures that you can focus on what you do best—helping clients achieve their financial goals.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage & Protection Adviser
✨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 Steadman Hawkes Ltd for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Mortgage & Protection Adviser
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 Steadman Hawkes 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 Steadman Hawkes 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 Steadman Hawkes Ltd
✨Show Off Your Financial Savvy
When you're talking with Steadman Hawkes 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 Steadman Hawkes Ltd.
