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Job title: Self-Employed Mortgage & Protection Advisor
Commission Splits: Between 50-70% on leads provided and 70%-80% on self-generated leads dependent on experience. OTE 70,000+ in the first year
Location: Remote
About the client:
Our client is a company that wants to make a difference and prides itself on always putting the customer first to ensure they get the right outcome. They want to see their advisors succeed and grow in their role. This is a growing company that is looking for hardworking and aspiring advisors to grow with the role and the company.
About the role:
As a Mortgage & Protection Advisor, you will play a vital role in guiding clients through the complex world of Mortgage & Insurance products and the overall Housing process. Your primary focus will be to provide tailored financial advice and solutions, ensuring clients achieve their homeownership and financial goals.
Responsibilities for the position of Self-Employed Mortgage & Protection Advisor
- Deliver comprehensive and professional mortgage guidance to clients, tailoring solutions to their unique circumstances and aspirations.
- Cultivate and manage strong relationships with clients, lenders, real estate professionals, and other industry partners.
- Remain current with the latest UK mortgage industry trends, regulatory developments, and innovative products to offer cutting-edge advice.
- Identify and seize new business prospects, expanding our clientele and boosting revenue.
- Oversee the end-to-end mortgage application process, providing expert guidance from the initial client consultation to completion.
- Apply your in-depth knowledge to present clients with an array of mortgage options and financial products that align with their needs.
- Maintain meticulous records and adhere to the compliance regulations set forth by the Financial Conduct Authority (FCA).
- Collaborate with clients, lenders, and legal representatives to facilitate smooth, efficient transactions.
- Continuously hone your professional expertise through participation in training sessions, industry events, and networking opportunities.
Experience required for the position of Self-Employed Mortgage & Protection Advisor
- CeMAP Qualified.
- CAS status is desirable.
- Thorough understanding of the UK mortgage landscape, encompassing products, lenders, and regulatory requirements.
- Proven track record in delivering accurate, personalised mortgage advice to clients.
- Superior communication and interpersonal skills to foster connections with clients and industry partners.
- Strong networking capabilities to identify and capitalise on emerging business opportunities.
- Self-motivated with the ability to manage your client portfolio and workload autonomously.
- Creative problem-solving skills to navigate challenges and secure optimal outcomes for clients.
- Proficiency in mortgage sourcing systems and industry-related software.
- A client-focused approach, consistently delivering exceptional service and fostering long-term relationships.
- Ability to effectively prioritise and manage multiple clients and tasks.
For more information regarding the role of Self-Employed Mortgage & Protection Advisor contact us on (phone number removed)
Stellar Select is acting as an employment agency and is a corporate member of the REC
Due to a high volume of applications, we will only contact you if your application has been successful. We aim to contact all successful contacts within two business days.
