Mortgage Adviser

The Mortgage Guy Ltd; Remote; GBP 60,000 - GBP 80,000; Full time

Job summary

A financial advisory firm located in Plymouth is seeking self-employed mortgage advisers to assist existing clients and generate new inquiries. Successful candidates will possess a Full CeMap qualification, strong customer service skills, and the ability to build a network of clients. This position offers flexibility in working hours, training support, and a commission structure to reward your efforts with leads and self-generated clients. Join a firm focused on client satisfaction and professional success.

Benefits

Fully flexible remote working with no micromanagement

Commission split of 50/50 on provided leads

Support for self-generated clients with higher commission splits

In-house training and support

Qualifications

• Must hold a Full CeMap qualification or equivalent.
• Experience in mortgage advising preferred but not essential.
• Desire to work independently as a self-employed adviser.

Responsibilities

• Provide high-quality mortgage and protection advice to clients.
• Maintain and enhance the business reputation.
• Build relationships with lenders and clients.
• Develop a network of clients in the local area.
• Stay updated with industry knowledge and CPD.

Skills

Customer service excellence

Communication skills

Organizational skills

Professional rapport building

Education

Full CeMap qualification or equivalent

Job description

Based in Plymouth, The Mortgage Guy Ltd has been an established business for close to 20 years with many more years of experience made up by their team of advisers.

With ties in the local community and the wider areas they are a business with a professional friendly reputation.

About the Role

They are looking to expand their team and offering by recruiting several mortgage advisers on a self employed basis to work on their existing client banks and help to generate new enquires into the business.

This is a role suited to anyone with the South West region including areas such as Bristol, Taunton, Somerset, Wiltshire, Gloucestershire.

Whether you’re an experienced adviser or one new to the industry looking for a place to call home, you’re what they are looking for.

The benefits

• Fully flexible remote working with no micromanagement
• Leads provided to assist your journey with a commission split of 50/50
• Commission splits for self generated clients ranging from 60/40 to 70/30 depending on your level of experience
• Fully approved marketing literature and support to self generate new opportunities
• In house training, support and guidance to succeed

Your responsibilities will include:

• Maintaining high quality standards when providing mortgage & protection advice to clients
• Uphold the reputation of the business
• Create and maintain business relationships with lenders and providers
• Willingness to create and build your own network of clients in your area
• Keeping up to date with industry knowledge and CPD requirements

What will you need to succeed?

• Full CeMap qualification or equivalent to provide mortgage and protection advice is a must
• Mortgage adviser industry experience is ideal but not essential
• The understanding and desire to work on a self-employed basis
• Passionate about customer service and producing the right outcome
• Professional attitude with professional rapport building skills
• Communication skills both written and verbal
• Organisational skills

They are looking for mortgage advisers that put the clients’ first and make sure they are at the heart of everything you do.

This opportunity will suit a pro-active Mortgage adviser who is able to build lasting relations based on trust. We are looking for an inspired adviser who is driven to succeed and is looking for a company that can support you and lead to incredible success.

The Mortgage Guy Ltd are part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees so is somewhat of a democracy. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.