Self Employed Mortgage Broker

3 weeks ago


England, United Kingdom Bryn McMillan Consulting Full time

We are seeking a self-motivated and experienced Mortgage Advisor to join our client on a self-employed basis. As part of our directly authorised Chartered Financial Planner firm, you will work remotely, providing expert mortgage advice to clients primarily located in Hailsham and surrounding areas, however clients are scattered throughout the South East. This is an excellent opportunity for a dedicated professional who thrives in a dynamic environment and values the flexibility of working from home.
Generate leads through various channels, identify potential clients seeking mortgage advice, and assess their needs.
Mortgage Consultation: Conduct comprehensive consultations with clients to assess their mortgage needs and financial situation accurately.
Product Research: Utilise your expertise to research and analyse a wide range of mortgage products from various lenders, ensuring that clients are presented with suitable options tailored to their requirements.
Financial Planning Integration: Collaborate with our client’s team of Chartered Financial Planners to integrate mortgage advice seamlessly into clients’ overall financial plans, providing holistic solutions that align with their long-term goals.
Build and maintain strong relationships with clients, offering ongoing support and guidance throughout the mortgage application process and beyond.
Compliance: Adhere to all regulatory requirements and company policies, ensuring that all advice provided is compliant and ethical.
Continuously update your knowledge of market trends, product offerings, and regulatory changes.
Business Development: Proactively seek new business opportunities and referrals, leveraging your network and expertise to expand the client base and contribute to the growth of the firm.
CeMAP Qualified: Hold a valid CeMAP (Certificate in Mortgage Advice and Practice) qualification or equivalent.
Experience: Proven experience working as a Mortgage Advisor, preferably within a whole of market environment.
Knowledge: In-depth knowledge of the mortgage market, products, and regulatory requirements in the UK.
Excellent verbal and written communication skills, with the ability to explain complex financial concepts clearly and effectively to clients.
Technology Proficiency: Comfortable using technology and software for remote communication, client management, and administrative tasks.
Enjoy the flexibility of working from home and managing your own schedule.
Access to support and resources from our team of Chartered Financial Planners and administrative staff.
Access to whole-of-market mortgages:  Professional Development: Opportunities for ongoing professional development and training to enhance your skills and knowledge.
If you are a driven and experienced mortgage advisor looking to build a successful career on your own terms, we encourage you to apply
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