Self-Employed Mortgage & Insurance Advisor — Flexible Hours

strukta Group Ltd; East Midlands; On-site; GBP 35,000 - 100,000; Full time

Benefits offered by this job

Self-employed

Flexible hours

OTE 35k–100k+

Job summary

Finance Advice Centre in Derby seeks a Mortgage and Insurance Advisor to provide independent advice across the mortgage and insurance markets. This is a self-employed role with flexible hours and leads supplied from advertising and introducers.

You'll meet clients in offices, at home, or by phone, manage your own diary, and work with admin support to move files to completion while developing your client bank.

Qualifications

• Experience in financial services with proven track record.
• Qualifications CF1 & CF6 or CeMAP 1-3 to advise on mortgages; CF3/RO5/CeFA3 or CeMAP1 to insure.
• Strong communication and customer-facing skills.
• Proficient IT skills and ability to manage multiple client files.

Responsibilities

• Provide independent mortgage and insurance advice from the wider market.
• Meet clients in offices, at home, workplace, or by phone and manage your diary.
• Coordinate with admin and processing teams to move files to completion.
• Generate leads through networking and referrals.

Skills

Financial services experience

CF1 & CF6 or CeMAP 1-3

CF3, RO5, CeFA3 or CeMAP1

Excellent communication

MS Word/Excel/Outlook

Education

CeMAP qualification

CF1/CF6 or CeMAP 1-3 (education)

Tools

Microsoft Word

Excel

Outlook

Job description

Finance Advice Centre in Derby seeks a Mortgage and Insurance Advisor to provide independent advice across the mortgage and insurance markets. This is a self-employed role with flexible hours and leads supplied from advertising and introducers.

You'll meet clients in offices, at home, or by phone, manage your own diary, and work with admin support to move files to completion while developing your client bank.