At a Glance
- Tasks: Guide clients through mortgage options and provide tailored advice in a fully remote setup.
- Company: Flexible mortgage network that adapts to your unique journey.
- Benefits: Work on your terms, with full support and no pressure.
- Other info: Join a supportive community with opportunities for growth and development.
- Why this job: Empower clients while enjoying the freedom of self-employment.
- Qualifications: Experience in mortgage advising and a passion for helping others.
The predicted salary is between 31500 - 38500 £ per year.
Not every mortgage adviser wants the same thing from their network.
So we didn't build one template.
Whether you're employed and weighing up the move, self-employed and reviewing where you are, or somewhere in between TRY Mortgage Network builds around your journey, not a standard onboarding path.
Honest conversations.
No pressure.
Just the right fit.
Good at what you do, but feel like your current setup hasn't kept pace with you?
Maybe the support isn't there when you actually need it.
Maybe the proposition has started to feel one-size-fits-all.
Maybe you've simply outgrown where you are.
Whatever the reason, it's worth a conversation.
Just starting out?
We support advisers working towards CAS status with structured onboarding, compliance guidance, and the right foundations to build from.
Employed and considering the move?
We work through the transition with you, from the first conversation to being fully up and running.
Not a cliff edge a clear pathway.
Self-employed but reviewing your network?
If something's stopped working the support, the technology, the products, the split we'll give you an honest comparison.
No hard sell.
Just the facts.
Established and looking to grow?
Self-Employed Mortgage Adviser Your Business, Your Way, Fully Remote employer: Try Financial
At TRY Mortgage Network, we pride ourselves on being an exceptional employer that values your unique journey as a mortgage adviser. With a fully remote setup, we offer tailored support and resources to help you thrive, whether you're just starting out or looking to expand your established practice. Our culture fosters honest conversations and personal growth, ensuring you have the flexibility and tools needed to succeed in your career without the pressure of a one-size-fits-all approach.
StudySmarter Expert Advice🤫
We think this is how you could land Self-Employed Mortgage Adviser Your Business, Your Way, Fully Remote
✨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 Try Financial for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Self-Employed Mortgage Adviser Your Business, Your Way, Fully Remote
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 Try Financial. 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 Try Financial. 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 Try Financial
✨Show Off Your Financial Savvy
When you're talking with Try Financial, 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 Try Financial.
