IFA - Mortgage advisor - self employed

Wise Monkey Recruitment ltd; England; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

A leading recruitment agency in the UK is seeking a driven Mortgage Advisor for a hybrid role in Cranleigh. The successful candidate will provide tailored mortgage and protection advice, managing cases from enquiry through to completion, while receiving full training and ongoing support. Benefits include generous commission splits, flexible working, and quality lead support. Ideal for those passionate about delivering exceptional service and looking to advance their career in mortgage advice.

Benefits

Generous commission splits of up to 70% on self-generated business

Flexible hybrid working and modern office environment

Quality lead support and marketing resources

Ongoing training, CPD, and pathway to CAS

Administrative support as volumes increase

Potential to move into full financial advice

Qualifications

• CeMAP or CII Certificate in Mortgage Advice (or equivalent) is essential.
• Located within 60 minutes of Cranleigh for training and team activities.
• Excellent communication skills and ability to build rapport quickly.

Responsibilities

• Provide expert mortgage and protection advice to clients.
• Manage cases from enquiry through to completion.
• Build and maintain strong client relationships to generate referrals.
• Keep up-to-date with industry knowledge and CPD requirements.

Skills

Excellent communication skills

Ability to build rapport quickly

Education

CeMAP or CII Certificate in Mortgage Advice

Job description

Mortgage Advisor

Location: Cranleigh (Hybrid working available)

About the Role

We are looking for a driven Mortgage Advisor to provide tailored mortgage and protection advice to clients. You’ll receive full training and ongoing support, including lead generation, marketing resources, and coaching in client development. With flexible hybrid working in modern offices, this role is perfect for someone passionate about delivering excellent advice and outstanding customer service.

Key Responsibilities

• Provide expert mortgage and protection advice to clients
• Manage cases from enquiry through to completion
• Build and maintain strong client relationships to generate referrals
• Keep up-to-date with industry knowledge and CPD requirements

Requirements

• CeMAP or CII Certificate in Mortgage Advice (or equivalent)
• Located within 60 minutes of Cranleigh for training and team activities
• Excellent communication skills and ability to build rapport quickly

Benefits

• Generous commission splits of up to 70% on self-generated business
• Flexible hybrid working and modern office environment
• Quality lead support and marketing resources
• Ongoing training, CPD, and pathway to CAS
• Administrative support as volumes increase
• Potential to move into full financial advice

If you re ambitious, client-focused, and looking to grow your career in mortgage advice, apply today! Please note, due to volume, we are unable to respond to unsuccessful applications.