At a Glance
- Tasks: Advise clients on mortgage and protection products while managing your own pipeline.
- Company: Join Weycroft, a growing brokerage with a strong reputation and loyal client base.
- Benefits: Enjoy a flexible hybrid working model, full admin support, and no adviser fees.
- Other info: Be part of a collaborative culture with regular team events and community impact through charity work.
- Why this job: Step into an immediate opportunity with strong lead generation and potential for high earnings.
- Qualifications: CeMAP qualified with at least one year of mortgage advice experience.
The predicted salary is between 30000 - 40000 £ per year.
This is a self-employed, hybrid working role based in Surrey.
What's in it for you:
- 70/30 split on self-generated business
- 55/45 split on any company-provided leads
- Occasional qualified leads provided
- A drive to self-generate with the support and guidance from Weycroft to achieve this
- No adviser fees to pay
- All network, admin & regulatory costs covered
- Flexible, hybrid working options with regular team interaction
- Full administrative support to maximise your time advising clients
Join a growing, close-knit brokerage where you'll benefit from strong lead generation, a proven support structure, and the autonomy to build a highly profitable client bank. This is an ideal opportunity for an experienced adviser who wants to scale their earnings without the burden of operational overhead.
What you'll need to succeed:
- CeMAP qualified (or equivalent)
- Proven experience advising on mortgage & protection products (minimum of 1 year of solid advice) is preferable. Mortgage advice industry experience is a must
- Ability to work independently and manage your own pipeline
- Strong communication skills with a client-first approach
- Based within reasonable travelling distance of Weybridge offices in Surrey
Why us:
Weycroft is a well-established and growing brokerage with a strong reputation and a loyal client base. With a team of 5 advisers and more demand than capacity, you'll step into a role where opportunity is immediate and tangible. You'll be supported by an experienced principal with a track record of developing advisers, alongside a well-run back-office function that allows you to focus purely on revenue-generating activity. Regular team meetings and social events ensure a collaborative culture, even within a flexible working model.
Weycroft is part of The Openwork Partnership, one of the UK's largest and longest-established financial advice networks. This provides access to a broad proposition, strong provider relationships, and significant investment in adviser development through its Business School. The Openwork Foundation has also donated over £22m to UK charities, giving you the chance to be part of something with real community impact.
Mortgage Advisor in Weybridge employer: The Openwork Partnership
Weycroft is an exceptional employer for Mortgage Advisors, offering a unique blend of autonomy and support in a hybrid working environment based in Surrey. With no adviser fees and comprehensive administrative backing, you can focus on building your client bank while enjoying a collaborative culture through regular team interactions and social events. As part of The Openwork Partnership, you'll also benefit from extensive professional development opportunities and the chance to contribute to meaningful community initiatives.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Advisor in Weybridge
✨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 The Openwork Partnership for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Mortgage Advisor in Weybridge
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 The Openwork Partnership. 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 The Openwork Partnership. 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 The Openwork Partnership
✨Show Off Your Financial Savvy
When you're talking with The Openwork Partnership, 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 The Openwork Partnership.
