Mortgage Advisor

Self-Employed Mortgage Advisor - Hybrid to Edinburgh or Remote

Leads Provided 50% Commission - Leads Self-generated 70% Commission

A Wealth Management company based in Edinburgh providing clear unbiased advice following a thorough consultation and extensive fund and product research. Experienced whole market Independent Financial Advisers advising private, corporate and charity clients.
The company are a growing the Mortgage & Protection side of the business and are looking to add another experienced Mortgage and protection advisor to join the team. As a Self-Employed Mortgage and Protection advisor, you will have the opportunity to work hybrid, office based in the Edinburgh office or remotely.

The Self-Employed Mortgage Advisor Role

As a Mortgage and Protection Advisor for the brokerage, you'll be covering award winning estate agency branches in Lincoln. You’ll be provided with leads directly from the Estate Agency branches that you work alongside, and through established network of introducers.
You will support and guide clients throughout their mortgage and protection journey, helping them secure suitable mortgage and protection products that are tailored to their needs and financial circumstances.

Self-Employed Mortgage Advisor key responsibilities

• Provide expert Mortgage and Protection advice and guidance to clients
• Helping clients secure the most suitable mortgage and protection products
• Tailored Mortgage and Protection products to match financial circumstances.
• Assess clients' financial information, creditworthiness, and eligibility
• Analyse and compare mortgage & protection products from various lenders & providers
• Keep up to date with new mortgage products and changes in mortgage regulation
• follow strict industry rules and guidelines and ensure you give impartial and appropriate financial advice
• Maintain clear communication between the support, administration and protection teams

Self-Employed Mortgage Advisor Package

• Hybrid or Remote work
• 50% Commission leads provided
• 70% Commission leads self-generated
• Leads provided
• Administrative support provided

Self-Employed Mortgage Advisor desired skills and experience

• A minimum of 2 years of experience as a Mortgage Advisor
• Protection advisor experience desirable
• CEMAP qualification or equivalent
• Strong knowledge of mortgage and protection products.
• A track record of being able to conduct business
• Excellent communication skills
• Strong analytical and problem-solving skills
• Ability to work independently and as part of a team
• Attention to detail and accuracy
• Customer service-oriented approach
• Flexibility to adapt to changing industry trends and client needs

Think that this role is right for you?
Contact us to arrange a call, we’d love to find out more about you.