Mortgage Adviser (self-employed)

JR United Kingdom; United Kingdom; Remote; GBP 50,000 - 60,000; Full time

Job summary

Join a forward-thinking company dedicated to making quality mortgage advice accessible to women. As a self-employed Mortgage Adviser, you will play a crucial role in guiding clients through their mortgage journey, utilizing innovative technology and a client-first approach. This fully remote position offers flexibility, a supportive team environment, and a competitive commission structure. If you're passionate about empowering clients and making a meaningful impact in the mortgage industry, this is the perfect opportunity for you.

Benefits

70/30 Commission Split

Financial Support During Pipeline Build

Access to Specialist Protection Team

Tech Training and Support

Flexible Working Hours

Family-Friendly Policies

Qualifications

• Strong knowledge of UK mortgage market and regulations.
• Excellent verbal and written communication skills.

Responsibilities

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

Skills

Mortgage Advising

Client Communication

Organizational Skills

Problem Solving

Technology Proficiency

Education

CAS Status

2+ Years Experience in Mortgage Advising

Tools

Meet Margo App

Job description

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Client:

Meet Margo

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Other

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EU work permit required:

Yes

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Job Views:

5

Posted:

05.05.2025

Expiry Date:

19.06.2025

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Job Description:

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.