Mortgage Adviser (self-employed)

JR United Kingdom; Bath; Remote; GBP 40,000 - 60,000; Full time

Job summary

Join a forward-thinking mortgage brokerage dedicated to making quality advice more accessible to women. As a Mortgage Adviser, you'll leverage your expertise to help clients navigate the mortgage process with a client-first approach. Enjoy a fully remote role with flexible scheduling and strong support from an innovative team, as well as a competitive commission structure that encourages your success.

Benefits

70/30 commission split

Year 1 OTE of £50,000+

Financial support while building the commission pipeline

Consistent flow of high-quality leads

Full administrative support

Tech training and support

Flexible working hours

Family-friendly policies

Qualifications

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

Responsibilities

• Support clients from inquiry to completion using a tech-driven approach.
• Provide clear, professional mortgage advice tailored to clients' needs.
• Ensure all advice is fully compliant with financial regulations.

Skills

Organisational skills

Communication

Problem-solving

Client-focused mindset

Job description

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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 growing our team and looking for a self-employed Mortgage Adviser to bring their expertise, passion, and enthusiasm to help us grow together.

This role is fully 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

• Self-employed role with a 70/30 commission split.
• Year 1 OTE of £50,000+.
• Financial support while building your commission pipeline.
• A consistent flow of high-quality leads.
• 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.
• Flexible working – manage your own schedule.
• Family-friendly policies.
• The opportunity to be part of a fast-growing, purpose-driven company.

Why Join Meet Margo?

We’re not your traditional brokerage. We’re changing the mortgage industry by making expert advice more accessible to 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.

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.