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Mortgage Advisor

Equals One Ltd

Greater London

Remote

GBP 40,000 - 60,000

Full time

30+ days ago

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Job summary

An established industry player is seeking self-employed Mortgage Advisors to join their flexible team across the UK. This innovative firm offers a unique opportunity to manage your own client base while receiving additional clients to ensure a steady flow of work. With a focus on quality and professionalism, you will be supported in reaching your full potential through administrative assistance and technology training. If you are passionate about guiding clients towards their financial goals and have the necessary experience and certification, this role could be your next career step.

Benefits

Full administrative support
Technology training and support
Flexible working hours
Commission-based income
Flow of business to supplement your own

Qualifications

  • Must have at least 2 years of experience as a Mortgage Advisor.
  • CAS certification is mandatory for this role.

Responsibilities

  • Manage your own client base while receiving additional clients.
  • Provide quality advice and support to clients in mortgage solutions.

Skills

Client Management
Mortgage Advisory
Communication Skills
Sales Skills

Education

CAS Certification
2+ years experience as Mortgage Advisor

Tools

CRM Software
Financial Analysis Tools

Job description

3 days ago Be among the first 25 applicants

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Direct message the job poster from Equals One Ltd

Founder @ Equals One Ltd Providing Fixed Fee Advertising Solutions across premium job boards since 2009

UK Home based – flexible locations

Flexible hours

As a self-employed Mortgage Advisor, you will work from anywhere in the UK and manage your own diary.

We are currently seeking a number of self-employed mortgage advisors across the UK. You will be expected to work on our clients as well as your own. This means you will already have your own client base, but we will provide additional clients on an ongoing basis to ensure a consistent pipeline of work.

Perhaps you enjoy your work but don't have time to develop your business as you would like to. Maybe you are not getting enough support or feel left out in the cold. We can support you and help you to reach your potential.

We are driven by quality and professionalism and always put clients first. You will need to have the same mindset whether you are dealing with your own clients or ours.

We provide:

  • A flow of business to supplement your own
  • Full administrative support
  • Write your own protection or make use of our specialist team
  • Technology training and support
  • Income based on a combination of commission and fees
  • Flexibility to manage your own business
  • A genuine passion for guiding clients towards their goals with care and expertise
  • Your own client base

Minimum Requirements:

  • Minimum 2 years as a Mortgage Advisor
  • You must be CAS

Interested? Please send your CV in the first instance (don’t have a CV because you’ve been self-employed for so long? Write a short note instead please) and then we can have a discussion about how we can help you reach your full potential.

Seniority level

Not Applicable

Employment type

Full-time

Job function

Other

Industries

Insurance

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