Employed and Self-Employed Mortgage Advisor Roles
Are you ready to take the leap into being a Self-Employed Advisor with the ability to earn more and have more flexibility? An exciting opportunity is available for Mortgage Advisors wishing to take the next step in their career.
We are seeking experienced Mortgage Advisors to join the team. This is a great opportunity for Mortgage Advisors struggling to find the correct work/life balance or for Advisors who are currently Self-Employed, missing out on a supportive team environment.
We also have an opportunity available for an Employed Mortgage Advisor role suited to someone already working in this role and looking to develop.
Roles & Responsibilities of a Mortgage Advisor:
* Conducting face-to-face, telephone or TEAMS appointments with clients
* Understanding client's needs, providing them with advice and recommendations relevant to their circumstances
* Ensuring you act with honesty and integrity, adhering to consumer duty standards
* Provide exceptional customer service by addressing client concerns promptly and professionally
* To comply with internal processes in a timely manner
* Self-generating leads
Qualifications and Requirements for a Mortgage Advisor:
* Full CeMAP qualification, CeMap Bridge, MAQ, CF1 & CF6 or equivalent.
* An appropriate Regulation and Ethics qualification at Level 3 or above – e.g., UKFR, CF1 / FPC1 / CeFA1 / RO1.
* A good understanding of the Mortgage Market
* Experience of Financial Services sales and understanding of compliance regulations
* Strong organisational and people skills
* Customer-focused mindset
* Self-driven and motivated
* A Full UK driving license and access to your own vehicle
Benefits as a Mortgage Advisor with Collective Financial Planning:
* Career Growth: If you are looking for career growth, we can support in developing a route of progression, should this be in the direction of Wealth, Equity Release, Commercial or specialising in a niche area of Mortgages.
* Supportive Environment: Collaborative team working together to support with internal referral opportunities and individual development
* Market Access: Advising on a wide panel of lenders and providers for Mortgage and Protection
* Systems: Training on systems with the additional support of an internal CRM and application system, Smartr365
Package:
* Self-Employed role with a rewarding commission structure. Commission structure to be discussed based on experience and current client base opportunities
* Employed role with a rewarding commission structure. Salary to be negotiated depending on experience. £25,000-£35,000 basic salary (OTE £40,000-£80,000)
* Uncapped Commission
* Our head office is based in Milton Keynes should you desire working alongside the team. This can also be a hybrid/work from home role.
* Full or part-time hours to be agreed with the flexibility of working hours that suit you and your clients
If you are an experienced Mortgage Advisor with a proven track record and are eager to further your career within a supportive, professional and passionate team, we would like to hear from you!
To apply, or for further information, please contact Bobi via email or phone: Bobi@colfinancial.co.uk, 07908789553
Seniority Level
Mid-Senior level
Employment Type
Full-time
Job Function
Finance and Sales
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