Self Employed position working within an established mortgage company

As a Mortgage Advisor you’ll be helping people find and apply for the right mortgage and making sure they are fully informed about the different kinds of mortgages available. Working in their best interests, it would be down to you to find them the best mortgage based on their situation and finances, whilst guiding them through the whole process.

To carry out the service, your day to day routine could involve dealing with estate agents, valuers and mortgage lenders, keeping up to date with the current market and law and working closely with your clients. Meeting sales targets is an important part of the role, so you will have to constantly keep an eye on them.

As a Mortgage Advisor working for a mortgage broker, you would offer mortgages from a range of companies. You also need to follow strict rules and guidelines from the Financial Conduct Authority (FCA), which make sure advisors act fairly and are qualified to give the right financial advice.

Hours and working environment

Offered on a self-employed basis, you would generally be working between 35 and 40 hours a week between Monday and Saturday. You could work nine to five, or in shifts including evenings and weekends as the business required. You would sometimes meet clients in the evening and at weekends. Typically you would be office-based, although it is sometimes necessary to work from home.

Skills and interests

As a Mortgage Advisor you must have:

  • good communication and listening skills
  • the ability to explain complex information clearly and simply
  • excellent customer service skills
  • honest and trustworthy attitude
  • an interest in legal and financial matters
  • good mathematical and computer skills
  • respect for confidential information
  • own client bank

Qualifications required for a Mortgage Advisor

As a Mortgage Advisor you must have an industry-recognised qualification (CeMAP) that meets Financial Conduct Authority (FCA) standards. You must also have suitable references.

Annual income

As a self-employed Mortgage Advisor working with our company, you would be expected to earn on a commission basis, ranges from approximately £25,000 as inexperienced adviser per year and £30,000 to £40,000 is possible for an experienced advisor. Please telephone to apply: 01925 711558.

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