Mortgage Advisor

Premier Jobs UK Limited; Farcet; Remote; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm is seeking a self-employed Mortgage Adviser to work remotely across England. The ideal candidate will have a proven track record in converting leads and hold CAS status. You’ll benefit from a commission structure of 60% on business written and support for financial planning qualifications. With ongoing mentoring and excellent development training, this role offers the opportunity to enhance your career in a well-established and successful firm.

Benefits

OTE of £50,000 (uncapped)

60% commission on all business written

Equipment provided (laptop, smartphone, stationery)

IT software and compliance training provided

Qualifications

• You should have transferrable clients or introducers.
• Experience in the financial services sector is preferred.

Responsibilities

• Provide mortgage advice to clients.
• Convert generated leads into business.
• Engage in personal development through sales meetings.
• Support clients in financial planning if desired.

Skills

Current Mortgage Advisor holding CAS status

Proven experience at converting leads

Ability to self-generate business

Job description

This home based Mortgage Adviser job with leads provided is an attractive option to experienced Advisers.

Our client has a tried and tested business model, meaning they have managed to successfully ride the storm and are 70% up, year-to-year!

You will be provided with internet leads for clients within your local area. This lead generation method has proven to be successful for their current Mortgage Advisors who regularly write good levels of business.

In addition to the leads provided, the business would like you to be proactive in self-generation some of your own business.

Training and Development

Bi-monthly sales meetings to provide you with ongoing personal development. You will receive excellent mentoring support to help develop your business you will not be micro-managed.

Transition into becoming a Financial & Mortgage Adviser

If you want to add financial planning service onto your existing skills as a Mortgage Adviser, the firm will support you with enrolment into a hands‑on training programme. This will assist you with the DipFA qualifications and understanding of how to provide financial advice.

Mortgage Adviser Requirements

• You should be a current Mortgage Advisor, holding CAS status
• You must have some of your own, transferable clients / introducers
• You must have proven experience at converting leads

The Company

This financial services firm with a first-class compliance record was established in 2009 and now has a successful team of over 30 Mortgage Advisors, which are highly rated on various review sites. They are keen to recruit Mortgage Advisors across the UK in England and South Wales.

Mortgage Adviser Benefits

• Self‑employed role with OTE £50,000 (uncapped) pa
• Excellent commission of 60% on all business written
• Progression to financial planning and chartered qualification
• Equipment provided to new Mortgage Advisers, such as: laptop, smart phone and stationery
• Also, IT software, compliance training / support is fully provided to Mortgage Advisers without costs
• Home based job

Locations

Working remotely in England