Mortgage Adviser

Just Mortgages SE Group; Rochester; À distance; GBP 40 000 - 65 000; Plein temps

Avantages offerts par ce poste

Dedicated Business Manager

Remote working

Marketing & digital support

Résumé du poste

Just Mortgages SE Group is seeking a remote, self-employed Mortgage Adviser to deliver mortgage and protection advice with a client-focused approach.

The role involves managing client relationships, conducting fact-finds, preparing applications, and liaising with lenders while maintaining regulatory compliance. It also requires proactive business development and collaboration with a dedicated Business Manager to drive growth.

Qualifications

• Strong advisory and client relationship skills with ability to build trust and deliver needs-based mortgage and protection advice.
• Solid business development and networking capabilities to generate leads and grow a client portfolio.
• High level of organisation, time management, and attention to detail to manage multiple cases and meet deadlines.
• Good analytical and numerical skills to assess affordability and explain information clearly.
• Comfort with digital tools, CRM systems, online platforms, and basic marketing use.
• Must have a relevant mortgage advice qualification (CeMAP or equivalent) and UK regulatory knowledge.
• Previous mortgage adviser experience is beneficial.
• Self-motivated and commercially aware in a self-employed environment.

Responsabilités

• Provide comprehensive mortgage and protection advice aligned with regulatory requirements.
• Manage new and existing client relationships and conduct fact-finds.
• Prepare applications and liaise with lenders and other parties with accurate documentation.
• Engage in proactive business development: networking, following up leads, and leveraging marketing support.
• Operate your own business with professionalism and collaborate with your Business Manager to set growth targets.

Connaissances

Client relationship

Lead generation

Organisation & time mgmt

Analytical & numerical

CRM & digital tools

Regulatory knowledge

Formation

CeMAP or equivalent

Description du poste

Company Description

Just Mortgages SE Group is a nationwide broker firm supporting ambitious Mortgage & Protection advisers who want the freedom to build their own self-employed business with a trusted brand behind them. As part of the Spicerhaart family, established in 1989, the group combines the stability of a long-standing property company with a dedicated adviser proposition focused on growth, opportunity, and long-term success. Advisers receive tailored support to concentrate on building client relationships, delivering quality advice, and expanding their business. From business development, marketing, and digital support to training, lead generation, and technical guidance across wealth, equity release, business protection, and commercial lending, the infrastructure is designed to help advisers succeed. Each adviser is paired with a dedicated Business Manager from the outset, providing ongoing guidance and practical support aligned with their individual goals.

Role Description

This is a remote, self-employed Mortgage Adviser role. The Mortgage Adviser will provide comprehensive mortgage and protection advice, assessing client needs, researching suitable products, and presenting clear recommendations in line with regulatory requirements. Daily responsibilities include managing new and existing client relationships, conducting fact-finds, preparing applications, liaising with lenders and other parties, and ensuring accurate documentation and compliance. The role also involves proactive business development activities, including networking, following up leads, and working with internal marketing and digital support to grow a sustainable client base. Advisers are expected to operate their own business with professionalism, maintain up-to-date market and regulatory knowledge, and collaborate with their dedicated Business Manager to set and achieve growth targets.

Qualifications

• Strong advisory and client relationship skills, including the ability to build trust, communicate clearly, and deliver needs-based mortgage and protection advice.
• Solid business development and networking capabilities, with experience generating leads, following up opportunities, and growing a client portfolio.
• High level of organization, time management, and attention to detail to manage multiple cases, maintain accurate records, and meet deadlines.
• Good analytical and numerical skills to assess affordability, compare products, and explain complex information in an accessible way.
• Comfort with digital tools and remote working practices, including CRM systems, online communication platforms, and basic marketing and social media use.
• Relevant mortgage advice qualification (e.g., CeMAP or equivalent) and a strong understanding of UK mortgage and protection regulations.
• Previous experience as a Mortgage Adviser or in a related financial services role is highly beneficial.
• Self-motivated, commercially aware, and able to operate effectively in a self-employed, performance-driven environment.