Mortgage Advisor

The Mortgage Experts; Leeds; On-site; GBP 86,000 - 106,000; Full time

Benefits offered by this job

Structured onboarding

Dedicated admin support

Coaching & mentoring

Bi-weekly team sessions

In-person events

Job summary

The Mortgage Experts invites ambitious mortgage advisors to join a proven framework that lets you run your own business in your local area. Access a complete onboarding, dedicated admin support, coaching, and events, plus a client-facing CRM with sourcing features to help you grow your personal brand.

You’ll provide expert mortgage and protection advice, guiding clients through every step while benefiting from branding materials and in-person events to boost your local presence.

Qualifications

• Experience in building a mortgage advisory business locally.
• Ability to advise clients on mortgage and protection options.
• Strong client-facing communication and relationship management.

Responsibilities

• Help clients secure mortgage solutions while growing your own business.
• Provide expert mortgage advice and ongoing client support.
• Utilise CRM and sourcing tools to manage cases efficiently.

Skills

Business development

Client relationships

Independent working

Education

CeMAP

Tools

CRM platform

Sourcing tools

Job description

• Training: Structured onboarding and induction, plus a proven step-by-step Success Blueprint providing the systems, processes and strategies to build a successful mortgage business.
• Support: Access to a dedicated mortgage administration team supporting you and your clients at every stage. You'll also benefit from coaching and mentoring, bi-weekly live team sessions, and in-person events throughout the year.
• Tools and Technology: Access to market-leading platforms, including a client-facing CRM designed to enhance productivity, with built-in sourcing functionality.
• Marketing Materials: A fully branded "business in a box," with access to a comprehensive library of digital assets, social content and branded materials.
• Personal Branding: People buy from people. Your business is built around you - your name, reputation and profile - helping you build trust, stand out locally, and position yourself as the go-to mortgage expert in your area.
  Passionate about helping clients secure the right finance solutions but ready to be recognised as a trusted, professional, independent Mortgage Advisor in your local area? You enjoy understanding your clients' mortgage and protection needs. You offer expert advice on mortgage products and protection options. You take pride in guiding and supporting clients every step of the way. You enjoy the day-to-day but not the limits on your income or growing a business that isn't yours. What if you could run your own business without the financial pressure of going it alone?
• Experienced mortgage broker with CeMAP
  We help mortgage advisors start and grow their own business and personal brand. Part of The Experts Group of over 250 entrepreneurs across the property industry (residential and commercial sales, lettings, auctions, mortgages and recruitment).
  Complete five mortgages per month and earn £8,000 per month (£96,000 per year).
• Receive 80% of the fees generated. Based on an average case value of £2,000.