At a Glance
- Tasks: Advise clients on mortgages and protection while enjoying the freedom of self-employment.
- Company: Supportive company focused on helping advisers build successful businesses.
- Benefits: Flexible working hours, admin support, and enhanced earning potential.
- Other info: Access to a steady flow of enquiries and ongoing technical guidance.
- Why this job: Gain control over your income and work-life balance with expert backing.
- Qualifications: Must be fully qualified (CeMAP or equivalent) with at least 12 months' experience.
Mortgage & Protection Adviser (Self employed) 📍 Remote - Candidates must be based in the UK
Whether you're already working independently & feel you're missing the backing you need, or you're currently employed & considering a move into self-employment, this could be the opportunity you've been looking for. My client is searching for a team of experienced advisers who want more control over their income, their time, & the way they work - without sacrificing support. With decades of combined industry experience, my client focuses on helping advisers establish sustainable, high-earning businesses with the right infrastructure in place from day one.
What they're looking for:
- Fully qualified (CeMAP or equivalent)
- At least 12 month's experience advising on mortgages
- CAS (Competent Adviser Status)
Client Opportunities Available
Access to a steady flow of enquiries to help you maintain momentum, particularly in the early stages or quieter periods.
Marketing & Brand Development
Comprehensive support to establish your presence, including digital setup, campaign planning, social media activity, & branded materials tailored to you.
Admin Support
Dedicated support to handle processing & paperwork, freeing you up to focus on advice & revenue generation.
Ongoing Technical & Compliance Guidance
Access to experienced professionals for case support, industry insight, & regulatory queries whenever needed.
Enhanced Earning Potential
Opportunities to increase your commission structure as your business grows & performance milestones are achieved.
If this sounds like the sort of opportunity you've been thinking about why not get in touch for a confidential chat?
Mortgage Adviser (Self Employed) employer: WA Consultants
Join a dynamic team of Mortgage Advisers where you can take control of your career while receiving unparalleled support. With a focus on empowering self-employed professionals, our company offers comprehensive marketing assistance, dedicated admin support, and ongoing technical guidance to ensure your success. Enjoy the flexibility of remote work in the UK, alongside opportunities for enhanced earnings as you grow your business.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Adviser (Self Employed)
✨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 WA Consultants for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Mortgage Adviser (Self Employed)
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 WA Consultants. 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 WA Consultants. 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 WA Consultants
✨Show Off Your Financial Savvy
When you're talking with WA Consultants, 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 WA Consultants.
