At a Glance
- Tasks: Help clients secure the best mortgage solutions and guide them through the process.
- Company: Join a leading brand in the mortgage industry with a supportive community.
- Benefits: Earn up to £8,000 per month with 80% of fees, plus comprehensive training and support.
- Other info: Access to marketing materials and technology to enhance your personal brand.
- Why this job: Run your own business with expert backing and become a trusted local mortgage advisor.
- Qualifications: Must be an experienced mortgage broker with CeMAP certification.
The predicted salary is between 96000 - 96000 £ per year.
Passionate about helping clients secure the right finance solutions and ready to be recognised as a trusted, professional, independent Mortgage Advisor in your local area. You enjoy understanding your clients' mortgage and protection needs and offer expert advice on mortgage products and protection options. You take pride in guiding and supporting clients every step of the way.
You enjoy the day-to-day but not the limits on your income or growing a business that isn’t yours. What if you could run your own business without the financial pressure of going it alone?
Earnings: Complete five mortgages per month and earn £8,000 per month (£96,000 per year). Receive 80% of the fees generated, based on an average case value of £2,000.
Why Join Us? You’ll have the backing of a proven brand, along with all the tools, training, compliance support and business guidance you need to confidently run your own business - so you can focus on growing your network and becoming a renowned, respected finance professional.
- Training: Structured onboarding and induction, plus a proven step-by-step Success Blueprint providing the systems, processes and strategies to build a successful mortgage business.
- Support: Access to a dedicated mortgage administration team supporting you and your clients at every stage. You’ll also benefit from coaching and mentoring, bi-weekly live team sessions, and in-person events throughout the year.
- Tools and Technology: Access to market-leading platforms, including a client-facing CRM designed to enhance productivity, with built-in sourcing functionality.
- Marketing Materials: A fully branded “business in a box,” with access to a comprehensive library of digital assets, social content and branded materials.
- Personal Branding: People buy from people. Your business is built around you - your name, reputation and profile - helping you build trust, stand out locally, and position yourself as the go-to mortgage expert in your area.
Suitable candidate: Experienced mortgage broker with CeMAP.
The Mortgage Experts help mortgage advisors start and grow their own business and personal brand. Become ‘The Mortgage Expert’ in your local area. Don’t miss this opportunity, apply today.
Mortgage Advisor employer: Teamtailor
Join a dynamic team where your passion for helping clients secure the right finance solutions is truly valued. With comprehensive training, dedicated support, and access to cutting-edge tools, you can confidently build your own mortgage advisory business while enjoying the freedom of being your own boss. Our collaborative work culture fosters personal branding and professional growth, making it an ideal environment for ambitious Mortgage Advisors looking to thrive in their local area.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Advisor
✨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 Teamtailor for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Mortgage Advisor
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 Teamtailor. 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 Teamtailor. 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 Teamtailor
✨Show Off Your Financial Savvy
When you're talking with Teamtailor, 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 Teamtailor.
