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Self-employed Mortgage Adviser job description

This is a unique opportunity for a self-employed mortgage adviser to become part of our team and take advantage of our in-house admin and support.

We are a successful family run independent financial advisory firm looking for the right person to join our team and continue to grow with us.

 

Our Core Values

 

If you're in sync with all our core values, we'd be excited to hear from you!

  • Trustworthy & Fair

  • Honest & Transparent

  • Reliable & Loyal

  • Authentic

  • Relentless & hardworking

 

About the role:

  • Provide expert mortgage and protection advice and guidance to all customers

  • Conduct comprehensive consultations with customers to understand their situation and overall goals

  • Ensure that you are identifying your client’s needs and offering advice and products that best suits their requirements

  • Stay updated on mortgage market trends, interest rates and lending policies

  • Educate your customers on mortgage-related terminology, processes and potential risks to help them make an informed decision

  • Cultivate and maintain strong relationships with clients to foster trust and loyalty, encouraging repeat business and referrals

  • Assess clients' financial status, including income, expenses, assets, and liabilities, to determine their borrowing capacity and eligibility for various mortgage products

  • Excellent interpersonal and communication skills, with the ability to explain complex financial concepts in a clear and understandable manner

  • Continuous development of a client bank and maximising opportunities ensuring profitable relationships are built

  • Commercial awareness: Maintain and update knowledge of regulations, practices and financial products

 

To be considered for the role you must:

  • be a successful Self-Employed Mortgage and Protection Adviser

  • Hold CeMAP or similar industry-recognised qualification

  • At least 24 months whole-of-market experience

  • Have your own client bank

  • You must be able to pass the fit and proper assessment

  • You must have no panel exclusions

  • Have a consistent track record of achieving your goals within your current role

  • Be proactive and self-motivated

  • A passion for achieving a fantastic customer experience.

  • Willingness to learn and adapt to market and developer needs

  • Proven use of mortgage-specific software

  • Full driving licence

  • You are legally entitled to live and work in the UK in accordance to the Immigration, Asylum and Nationality Act 2006. (Please Note: you will need to provide evidence of your right to work in the UK via proof of address, identity and NI prior to a formal offer of employment).

 

What’s in it for you:

  • A competitive earnings split on existing and new business written

  • Admin and back office support provided – freeing you up to generate new business

  • Separate smart meeting room to conduct all your appointments where applicable

  • All professional/regulatory fees taken care of

  • Additional clients provided

  • You’ll be joining a friendly, successful, and flexible business

  • Future potential to be employed by the business rather than self employed

  • Marketing

  • Desk/Computer/IT all supplied

  • Car parking

  • Flexible Monday – Friday expected working hours

  • Agreed leave of 30 days holiday plus bank holidays to fit in with existing structure

 

This role would be ideal for a lone self-employed adviser who is struggling with their admin/paperwork & FCA regulatory/compliance responsibilities and would love to become part of a professional team.

To apply please send your cv or for any further information please contact us at info@holisticmortgages.co.uk

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