Mortgage Advisor / Mortgage Broker

AWD online; City Of London; Hybrid; GBP 70,000; Full time

Job summary

A leading financial services firm in the UK is seeking a self-employed Mortgage Advisor/Broker to join their team. This role offers flexible hours and generous commission payments. The ideal candidate will have a CeMAP qualification, a strong knowledge of the UK mortgage market, and a proactive approach to client service. Responsibilities include managing client relationships, conducting needs analyses, and providing compliant mortgage advice. Opportunities for training and business development support are provided.

Benefits

Authentic lead support

Generous commission splits

Access to training programs

1-on-1 training and development

Qualifications

• Previous experience as a Mortgage Advisor in the UK.
• Strong knowledge of the UK mortgage market and lender criteria.
• Proficiency in mortgage software and tools.

Responsibilities

• Proactively follow up on leads and manage a pipeline of clients.
• Conduct thorough fact-finding interviews with clients.
• Research and recommend suitable mortgage and protection products.
• Provide comprehensive mortgage and protection advice.
• Guide clients through the application process.
• Adhere to FCA regulations and maintain accurate client records.
• Stay current with market trends and regulatory changes.
• Seek new business opportunities and promote services.

Skills

Client Relationship Management

Communication

Organizational Skills

Proactive Mindset

Education

CeMAP qualification or equivalent

Competent Advisor Status (CAS)

Tools

CRM platforms

Sourcing systems

Job description

Mortgage Advisor / Mortgage Broker

• Are you looking for more flexible hours?
• Would you like to receive hot leads for new business opportunities?
• Do you like the idea of having the support of a fully functional back office, providing you with administrative support plus much more?
• Would you like to work with an organisation that offers generous commission payments?

If you can answer ‘Yes’ to these questions, then this job will be for you!

If you’ve also worked in the following roles, we’d also like to hear from you: Mortgage Broker, Protection Adviser, Mortgage Consultant, Financial Adviser, Mortgage Case Manager

EARNINGS: £70,000 OTE + Benefits

LOCATION: Hybrid / Working from Home with Client Visits within your local area (Candidates MUST be UK based). We have multiple positions available in London and Birmingham

JOB TYPE: Full-Time, Self-Employed Contract

JOB OVERVIEW

We have a fantastic new job opportunity for a self-employed Mortgage Advisor / Mortgage Broker that is looking to grow their business and take it to new levels.

The company is a technology-focused Appointed Representative (AR) Network in the UK, offering comprehensive support services to mortgage and protection advisers. Their network comprises experienced ARs and advisers who specialise in tailored mortgage advice, protection, general insurance, and later life lending products. The company combines a strong focus on consumer-centric service with bespoke solutions to help advisers succeed. They provide access to an extensive product range, professional marketing services, expert guidance, and ongoing training, all supported by a cutting-edge technology platform. Additionally, the company host regular events and offer business development support to streamline operations and deliver the best outcomes for clients.

Working as the Mortgage Advisor / Mortgage Broker you will be CeMAP qualified or equivalent with strong knowledge of the UK mortgage market and lender criteria.

As the Mortgage Advisor / Mortgage Broker you will enjoy the opportunities working on a self-employed basis with the support of a well-established company behind you. After all, 1,000 advisors nationwide can’t be wrong.

If you are an advisor and looking for a role where you can concentrate on writing business, this may be the role for you.

DUTIES

• Client Relationship Management: Proactively follow up on leads, cultivate relationships, and effectively manage a pipeline of mortgage and protection clients
• Fact-Finding & Needs Analysis: Conduct thorough fact-finding interviews to understand clients' financial circumstances, needs, and objectives
• Product Research & Recommendation: Research and identify suitable mortgage products (residential, buy-to-let, remortgage, specialist lending, etc.) and protection solutions (life insurance, critical illness, income protection, etc.) from across the whole of market
• Advice Delivery: Provide clear, comprehensive, and compliant mortgage and protection advice, ensuring clients understand the recommended solutions and associated risks
• Application Management: Guide clients through the entire application process, from initial submission to completion, liaising with lenders, solicitors, and other relevant parties
• Compliance & Regulation: Adhere strictly to all FCA regulations, internal compliance procedures, and industry best practices. Maintain accurate and up-to-date client records
• Continuous Professional Development (CPD): Stay current with market trends, regulatory changes, and new product offerings through ongoing training and CPD
• Business Development: Actively seek new business opportunities, build professional connections, and promote your services effectively

CANDIDATE REQUIREMENTS

• Previous of experience as a Mortgage Advisor in the UK
• CeMAP qualification (or equivalent) and Competent Advisor Status (CAS) is essential
• Strong knowledge of the UK mortgage market and lender criteria
• Excellent communication and interpersonal skills, with the ability to build trust and rapport
• A proactive, results-driven mindset with a passion for delivering outstanding customer service
• Strong organisational skills and the ability to manage multiple cases simultaneously
• Proficiency in mortgage software and tools (e.g., sourcing systems, CRM platforms)

BENEFITS

• Authentic lead support provided (no purchased leads)
• Very generous commission splits
• Access to a wide range of training programs for growth and development
• 1 to 1 training and development from a highly experienced Operations Manager
• Remote or Hybrid options available

HOW TO APPLY

To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CV’s of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose.

JOB REF: AWDO-C14101