Self-employed Mortgage Adviser

Posted 9 May by CareerStone

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Self-employed Mortgage Adviser

Location: Remote working - UK wide

Salary: £70 - 120k OTE

  • 90% commission paid on self-generated leads
  • As a member of the largest mortgage network in UK they can supply you with up to 30 pre-qualified leads a month
  • Ability to cross sell products for additional commission incentives (£495 per take up)
  • Generous 3-month retainer on offer
  • 40% paid on web leads
  • 25% of generated revenue on protection referrals
  • 25% of generated revenue on financial planning referrals

The Company

This is a fantastic opportunity to join one of the UK’s fastest-growing names in the Financial Services Industry. Our client is a thriving Mortgage Brokerage looking to expand their team of high performing, self-employed advisers.

Due to exciting growth plans, we are looking to recruit several new Mortgage Advisers for this fully home-based team. The company will provide you with everything you need to run a successful business whilst offering the highest pay-away rate in the market.

The role / responsibilities

  • Identify and contact potential clients.
  • Consult with clients to discuss their mortgage needs and financial goals
  • Analyse information gathered and undertake sufficient research to make suitable recommendations.
  • Complete all supporting documentation in an accurate manner.
  • Ensure that the level of service, as agreed with each client, is delivered in a timely manner.
  • Attain and maintain competent status as defined by the FCA and the firm.
  • Keep up to date with new products, technical or legislative changes within the marketplace.
  • Always comply with the requirements of the Financial Services and Markets Act 2000 and the FCA’s Principles, Rules and the Code of Practice for Approved Persons.
  • Via self-assessment and feedback, identify Continuing Professional Development (CPD) needs to maintain and enhance Competent status and undertake appropriate activity to meet those needs.

What we’re looking for:

  • Proven successful career as a Mortgage Adviser (either employed or self-employed)
  • Self-sufficient (c£50k from self-generated business) high producers with a strong book of clients wanting to earn more
  • Exceptional customer service & consultative ability
  • A professional approach and excellent communication skills
  • Self-motivated with strong career focus
  • Ability to demonstrate drive and ambition
  • IT literate with attention to detail

What’s on offer:

  • 90% commission paid on self-generated leads
  • Support with Marketing, Compliance, Business Development and Lead Generation
  • Consistent flow and guaranteed pre-qualified leads from the CEMAP-qualified telesales team
  • Option of a 3 month retainer
  • Ability to cross sell products for extra commission incentives (£495 per take up)
  • Formula based exit plan for your business if you leave/retire
  • 40% paid on web leads
  • 25% of generated revenue on protection referrals
  • 25% of generated revenue on financial planning referrals

If the above sounds like it might be of interest and you meet the specification then please apply today to find out more.

Required skills

  • Brokerage
  • CeMap Qualified
  • Customer Service
  • Financial Services
  • Mortgage Advisor

Application question

Do you have a minimum of 2-3 years experience as a mortgage adviser?

Reference: 52619213

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