Mortgage Adviser (employed)

Meet Margo; United Kingdom; Remote; GBP 25,000 - 30,000; Full time

Job summary

Join a forward-thinking company on a mission to empower women in homeownership. As a Mortgage Adviser, you'll provide tailored mortgage advice and support clients through their journey, all while working remotely. This innovative firm values collaboration and continuous learning, offering full administrative support and high-quality leads. Enjoy a competitive salary, flexible working conditions, and a family-friendly environment. If you're passionate about making a difference and thrive in a dynamic team, this opportunity is perfect for you.

Benefits

28 days holiday

Birthday off

Sick pay

Private Medical Cover

Life insurance

Family-friendly policies

Tech training and support

Qualifications

• Minimum 2 years of experience as a Mortgage Adviser within the UK.
• Strong knowledge of the UK mortgage market and regulatory requirements.

Responsibilities

• Support clients from first inquiry to completion using a tech-driven approach.
• Provide clear, professional mortgage advice tailored to clients' needs.

Skills

Mortgage Advice

Client Communication

Organizational Skills

Problem Solving

Proactive Mindset

Education

CAS Status

Experience as a Mortgage Adviser

Tools

Meet Margo App

Job description

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On a mission to break down the barriers women face when owning a home

At Meet Margo, we're on a mission to make quality mortgage advice more accessible to women. As an award-winning mortgage and protection brokerage, we take an innovative, client-first approach to help our clients achieve homeownership—whatever their starting point.

We’re seeking a full-time Mortgage Adviser to bring their expertise, passion, and enthusiasm to help us grow together.We're also offering roles for self-employed professionals who are looking for flexibility and independence while still being part of a dynamic, supportive team.

This role is 100% remote (UK-based) with bi-annual team meet-ups and reports directly to our co-founders.

What You’ll Do

• Support clients from first inquiry to completion using our tech-driven approach.
• Provide clear, professional mortgage advice tailored to clients' needs.
• Work closely with our case management team, ensuring a smooth handover of client cases and a 5-star experience.
• Stay current with market trends, lender options, and regulatory developments (maintaining CPD records).
• Use the Meet Margo app to manage client cases efficiently and provide feedback to improve its functionality.
• Collaborate with the broader team to deliver the best possible client outcome.
• Ensure all advice is fully compliant with financial regulations and best practices.

Who You Are

• A self-starter with strong organisational skills who thrives in a fast-paced environment.
• A great communicator, able to simplify complex financial concepts for clients.
• A team player, open-minded and flexible, who values collaboration.
• A problem-solver with a proactive and creative approach.
• Passionate about delivering a top-tier, client-first service.
• Committed to continuous learning and professional development.

What You’ll Need

• Minimum 2 years of experience as a Mortgage Adviser within the UK.
• CAS status.
• Strong knowledge of the UK mortgage market and regulatory requirements.
• Excellent verbal and written communication skills.
• A proactive, client-focused mindset.
• Comfortable using technology for remote communication and client management.

What We Offer

• Full-time role (Monday to Friday 9am – 5pm)
• Base salary of £25,000-£30,000 - depending on experience
• Competitive commission splits
• All high-quality leads provided.
• Full administrative support so you can focus on advising.
• Access to our specialist protection team.
• Tech training and support to make the most of our tools.
• Family-friendly policies.
• The opportunity to be part of a fast-growing, purpose-driven company.

Why Join Meet Margo?

• 28 days holiday
• Birthday off
• Sick pay
• Private Medical Cover and life insurance
• Family-friendly employer
• Opportunity to work in a fast-growing environment.

We’re not your traditional brokerage. We’re changing the mortgage industry by making expert advice more accessible to more women. If you’re excited about making a real impact and being part of an innovative, fast-growing team, we’d love to hear from you.

How to Apply

Apply on LinkedIn or send your CV to [e-mail]

We review applications on a rolling basis, which means we may close this job posting early if we find the right candidate. We encourage you to apply as soon as possible to avoid missing out on this opportunity.

Meet Margo is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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