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Full job description
Company Profile:
Our mission is to simplify the mortgage process and provide comprehensive financial solutions that reduce stress, save time, and minimize costs for our clients. Guided by our core values of Kindness, Respect, Hard Work, and Enthusiasm, we are committed to delivering exceptional service and support, ensuring the financial well-being and peace of mind of every client. As a fully independent mortgage, insurance, and estate planning firm, we are privately owned and dedicated to fostering a supportive and collaborative environment for our brokers.
Job Overview:
We are looking for motivated and client-focused Mortgage and Insurance Brokers to join our independent firm.
As a self-employed broker, you will benefit from the autonomy to build and manage your client base, while receiving full support and access to cutting-edge technology. Our goal is to empower you to provide high-quality, whole-of-market mortgage and protection advice, ensuring the best outcomes for your clients.
Key Benefits of Joining Our Network:
- Personalized Support: We know your name, understand your needs, and back you when things are tough. We are dedicated to assisting you in becoming the best in the industry.
- Comprehensive Back Office Support: All paperwork and administrative tasks are managed for you, allowing you to focus on advising your clients.
- Career Development: We are committed to helping you develop your career, providing ongoing training, resources, and support to help you grow professionally.
- Independent and Transparent Structure: One monthly fee with an agreed override fixed for up to 5 years, including Professional Indemnity Insurance (PII) as standard.
- Full Compliance Coverage: All FCA, FSCS, and FOS fees and levies included as standard, along with a full advice guarantee where your principal takes responsibility.
- Advanced Technology Platforms: Access to Twenty7Tec for mortgage research and iPipeline and SolutionBuilder for protection products, helping you deliver precise and efficient service to your clients.
- Client-Focused Advice: Provide whole-of-market mortgage and protection advice, tailored to meet the unique needs and circumstances of each client.
Qualifications:
- CeMAP (Certificate in Mortgage Advice and Practice) or equivalent qualification.
- Experience as a mortgage broker or financial advisor, ideally in a self-employed capacity.
- Comprehensive knowledge of mortgage products, protection insurance, and the financial services sector.
- Strong interpersonal skills with the ability to build trust and rapport with clients.
- Highly self-motivated and organized, capable of working independently while effectively collaborating with the firm.
- Proficiency in using technology platforms, such as Twenty7Tec, iPipeline, and SolutionBuilder.
What We Offer:
- The flexibility and independence of running your own business within a supportive brokerage.
- Competitive and transparent fee structure, with all necessary regulatory fees covered.
- Access to advanced technology and full back-office support.
- A team that knows your name, understands your personal and professional goals, and provides ongoing support and career development.
- A positive, inclusive, and collaborative work environment aligned with our core values.
If you are passionate about helping clients achieve their financial goals and are ready to take your career to the next level with a supportive and independent brokerage, we would love to hear from you.
Job Type: Full-time
Application question(s):
- Are you CAS?
- Have you had any Complaints?
- Have you had any lender or provider warnings or been removed from Panel?
