IFA - Mortgage advisor - self employed

Wise Monkey Recruitment ltd; Waverley; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading recruitment agency in the United Kingdom is seeking a driven Mortgage Advisor to provide tailored mortgage and protection advice to clients. This role includes managing cases from enquiry to completion while maintaining strong client relationships. With hybrid working options and ongoing training support, this position is ideal for those passionate about excellent customer service and career growth in mortgage advice.

Benefits

Generous commission splits

Quality lead support

Ongoing training and CPD

Administrative support

Qualifications

• Sales-oriented skills with a focus on client satisfaction.
• Ability to work independently and manage own caseload.
• Knowledge of mortgage products and market trends.

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.

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.