Self Employed Mortgage & Insurance Adviser
Self Employed Mortgage & Insurance Adviser

Self Employed Mortgage & Insurance Adviser

Full-Time 28000 - 70000 £ / year (est.) No home office possible
Strukta Group Ltd

At a Glance

  • Tasks: Guide clients through mortgages and insurance, providing tailored advice and support.
  • Company: Join a dynamic financial services company focused on client success.
  • Benefits: Competitive salary, flexible hours, admin support, and professional development opportunities.
  • Other info: Endless growth opportunities and a chance to network and build client relationships.
  • Why this job: Make a real impact in finance while enjoying a vibrant, supportive work environment.
  • Qualifications: Experience in financial services and strong communication skills are desired.

The predicted salary is between 28000 - 70000 £ per year.

Are you passionate about guiding clients through the complex world of mortgages and insurance? Do you thrive in a vibrant, client-focused environment where your expertise makes a real difference? Are you ready to elevate your career and join a forward-thinking organisation with endless growth opportunities?

We are currently looking for self-employed Mortgage and Insurance Advisers to join our busy and expanding team in Derby, offering an exciting opportunity to become an essential part of a dynamic financial services company. If you’re eager to provide top-tier advice and develop your career in the fast-paced world of finance and insurance, this role could be perfect for you!

Hours of Work: full time

As a Mortgage and Insurance Advisor, you will be responsible for providing independent advice to clients, recommending suitable mortgage and insurance products from the entire market, and supporting them throughout their journey. You will meet clients face-to-face at our office, their home or workplace, or over the phone, offering flexibility to suit your preferences. Admin support is provided to ensure you can focus on delivering excellent service, while leads will be supplied through advertising, websites, and professional introducers. Proactively networking and generating your own leads is also encouraged to maximise your success.

Mortgage and Insurance Advisor Requirements:

  • Experience and a proven track record within the financial services industry desired
  • Qualified or studying towards CF1 & CF6 or CeMAP 1, 2 & 3 for mortgage advice; CF3, RO5, CeFA 3 or CeMAP 1 for insurance advice
  • Excellent communication and people skills with an outstanding phone manner
  • Good IT skills, including proficiency in Microsoft Word, Excel, and Outlook, and a fast typing speed
  • A proactive attitude towards networking and building strong client relationships

Mortgage and Insurance Advisor Benefits include:

  • Competitive salary packages with industry-leading incentives
  • Potential OTE from £35,000 up to £100,000+ per annum
  • Flexible hours tailored to your lifestyle and preferences
  • A supportive environment with admin assistance and professional development opportunities
  • Whole-of-market mortgage and insurance offering
  • Franchise and Appointed Representative opportunities

Meet the Organisation: Who We Are and What We Do

Finance Advice Centre is a Mortgage, Loan & Insurance Company committed to providing exceptional advice and support to both clients and advisers. Our innovative approach offers a better alternative for professionals seeking genuine growth opportunities and compliant, professional service delivery. We are dedicated to helping you succeed in the competitive finance industry by providing robust backing and fostering a collaborative environment.

If you’re ready to supercharge your career as a Mortgage and Insurance Advisor, this opportunity is tailor-made for you! Don’t miss out on this exciting chance to join a vibrant and supportive organisation – apply now and take the next step in your professional journey!

Self Employed Mortgage & Insurance Adviser employer: Strukta Group Ltd

Finance Advice Centre is an exceptional employer that prioritises your professional growth and success in the dynamic financial services sector. Located in Derby, we offer a vibrant, client-focused work culture with flexible hours tailored to your lifestyle, competitive salary packages, and robust admin support, allowing you to concentrate on delivering top-tier advice. Join us to benefit from endless opportunities for development and a collaborative environment that empowers you to thrive as a Mortgage and Insurance Adviser.
Strukta Group Ltd

Contact Detail:

Strukta Group Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Self Employed Mortgage & Insurance Adviser

✨Tip Number 1

Network like a pro! Attend local events, join finance-related groups, and connect with other professionals in the industry. The more people you know, the more opportunities will come your way.

✨Tip Number 2

Showcase your expertise! Create a personal brand on social media or a professional website where you can share insights about mortgages and insurance. This not only builds credibility but also attracts potential clients.

✨Tip Number 3

Practice your pitch! Whether you're meeting clients face-to-face or over the phone, having a clear and engaging way to present your services is key. Role-play with friends or colleagues to refine your approach.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to get noticed and shows you’re serious about joining our dynamic team. Plus, we love seeing candidates who take that extra step!

We think you need these skills to ace Self Employed Mortgage & Insurance Adviser

Mortgage Advice
Insurance Advice
CF1 & CF6 or CeMAP 1, 2 & 3
CF3, RO5, CeFA 3 or CeMAP 1
Excellent Communication Skills
People Skills
Proficiency in Microsoft Word, Excel, and Outlook
Fast Typing Speed
Networking Skills
Client Relationship Building
Proactive Attitude
Financial Services Industry Knowledge
Independent Advice Provision
Lead Generation

Some tips for your application 🫡

Show Your Passion: Let your enthusiasm for guiding clients through mortgages and insurance shine through in your application. We want to see how your passion aligns with our vibrant, client-focused environment!

Highlight Relevant Experience: Make sure to showcase any experience you have in the financial services industry. Whether it's qualifications or past roles, we love seeing a proven track record that demonstrates your expertise.

Tailor Your Application: Don’t just send a generic application! Tailor your CV and cover letter to reflect the specific requirements of the Mortgage and Insurance Adviser role. We appreciate when candidates take the time to connect their skills to what we’re looking for.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our dynamic team!

How to prepare for a job interview at Strukta Group Ltd

✨Know Your Stuff

Make sure you brush up on your mortgage and insurance knowledge. Familiarise yourself with the latest products and regulations in the industry. This will not only boost your confidence but also show the interviewers that you're serious about the role.

✨Showcase Your People Skills

As a Mortgage and Insurance Adviser, you'll be dealing with clients regularly. During the interview, demonstrate your excellent communication skills and ability to build relationships. Share examples of how you've successfully guided clients in the past.

✨Prepare for Scenario Questions

Expect questions that put you in real-life situations. Think about how you would handle various client scenarios, such as dealing with difficult clients or recommending the best products. Practising these responses can help you stand out.

✨Highlight Your Proactive Attitude

The role encourages networking and lead generation, so be ready to discuss your strategies for building a client base. Share any past experiences where you've successfully generated leads or expanded your network, showing that you're proactive and results-driven.

Self Employed Mortgage & Insurance Adviser
Strukta Group Ltd

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