Independent Mortgage Advisor - Build Your Brand & Practice in Somerset

Independent Mortgage Advisor - Build Your Brand & Practice in Somerset

Somerset Freelance 96000 - 96000 £ / year (est.) Home office (partial)
The Mortgage Experts

At a Glance

  • Tasks: Help clients secure finance solutions and build your own mortgage advisory brand.
  • Company: Join a leading group of mortgage experts supporting your entrepreneurial journey.
  • Benefits: Earn up to £96,000 per year with 80% of fees and comprehensive support.
  • Other info: Access to training, marketing materials, and a dedicated support team.
  • Why this job: Run your own business with expert backing and tools to succeed.
  • Qualifications: Experience as a mortgage broker with CeMAP certification required.

The predicted salary is between 96000 - 96000 £ per year.

Passionate about helping clients secure the right finance solutions but ready to be recognised as a trusted, professional, independent Mortgage Advisor in your local area? You enjoy understanding your clients' mortgage and protection needs. You 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.

  • We Provide 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: We help mortgage advisors start and grow their own business and personal brand. Part of The Experts Group of over 250 entrepreneurs across the property industry (residential and commercial sales, lettings, auctions, mortgages and recruitment). Become 'The Mortgage Expert' in your local area.

Independent Mortgage Advisor - Build Your Brand & Practice in Somerset employer: The Mortgage Experts

Join a dynamic team that empowers you to build your own brand as an Independent Mortgage Advisor, with the support of a proven framework and dedicated resources. Enjoy a collaborative work culture that prioritises your growth, offering comprehensive training, marketing materials, and ongoing mentorship to help you thrive in your local market. With the potential for significant earnings and the freedom to run your own business, this role is perfect for those looking to make a meaningful impact in the finance sector.

The Mortgage Experts

Contact Details:

The Mortgage Experts Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Independent Mortgage Advisor - Build Your Brand & Practice in Somerset

Network Like a Pro

Get out there and meet people! Attend local events, join community groups, and connect with potential clients. The more you network, the more you'll establish yourself as the go-to mortgage expert in your area.

Leverage Social Media

Use platforms like LinkedIn and Facebook to showcase your expertise. Share tips, success stories, and engage with your audience. This will help build your personal brand and attract clients who trust your knowledge.

Follow Up, Follow Up, Follow Up

Don’t let leads go cold! After meeting potential clients, make sure to follow up with them. A simple message or call can keep you top of mind and show that you genuinely care about their mortgage needs.

Utilise Our Resources

Take full advantage of the training and tools we provide. From marketing materials to coaching sessions, these resources are designed to help you succeed. Apply through our website to get started on building your brand today!

We think you need these skills to ace Independent Mortgage Advisor - Build Your Brand & Practice in Somerset

Client Relationship Management
Mortgage Product Knowledge
Protection Options Expertise
Business Development
Financial Advisory Skills
Networking Skills
Compliance Knowledge

Some tips for your application 🫡

Show Your Passion:Let us see your enthusiasm for helping clients secure the right finance solutions. Share a brief story or example that highlights your commitment to understanding their mortgage and protection needs.

Highlight Your Expertise:Make sure to showcase your experience as a mortgage broker and any relevant qualifications, like CeMAP. We want to know how you can offer expert advice on mortgage products and protection options.

Personal Branding Matters:Remember, your application is part of your personal brand! Use a professional tone but let your personality shine through. We’re looking for someone who stands out and can build trust in their local area.

Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you get all the latest updates about the role and our support for your journey.

How to prepare for a job interview at The Mortgage Experts

Know Your Stuff

Make sure you brush up on the latest mortgage products and protection options. Being able to discuss these confidently will show that you're not just passionate but also knowledgeable, which is key for a role like this.

Showcase Your Personal Brand

Since this role is all about building your own brand, think about how you can present yourself as a trusted advisor. Prepare examples of how you've helped clients in the past and how you plan to establish your reputation in the local area.

Ask Insightful Questions

Prepare some thoughtful questions about the company's support systems and training. This shows that you're serious about growing your business and want to understand how they can help you succeed.

Demonstrate Your Client-Centric Approach

Be ready to discuss how you prioritise client needs and provide tailored solutions. Share specific examples of how you've guided clients through the mortgage process, as this will highlight your commitment to excellent service.