Job Description

One of our highly successful and leading businesses, Mortgage Theory Ltd are currently seeking a Mortgage & Protection Adviser to join their team on a self-employed basis.

The company recognise the importance of flexible working providing their staff the option to work from home.

The company takes great pride in their honest and professional approach to services they provide to customers and have been awarded VouchedFor Top Rated Advice Firm 2022 and 2024, they have also been awarding Most Reputable Mortgage Adviser - North London 2023.

Skills:

CeMAP or relevant Mortgage Qualification

A positive attitude and excellent team communication

Client-orientated with high customer service skills and communication

The ability to explain complex information clearly and simply

Minimum 2 years experience of delivering Mortgage & Protection advice

Most of our advisers deliver advice remotely throughout the UK

The ability to work from home/own office

Exceptional organisation skills

Benefits:

Uncapped income potential, with expected income £50,000+ pa. dependent on performance

Working with a well-established, professional, forward-looking company

100% Flexible Working – work from home/own office

Ongoing business development support and training

Some leads supplied – Client bank required

Competitive revenue share

Your duties will usually include:

Meeting performance targets

Ability to prospect and organise meetings

Fact-find effectively to establish the client’s current finances and future aspirations.

Provide high quality professional mortgage advice and explain different types of mortgages available

Explain required insurance and protection products so that clients can make informed choices.

Communicate effectively at all levels

Ensure all regulatory documentation completed within the required timescale

Keep up to date with new mortgage and protection products and changes in mortgage regulation

Maintain generic knowledge of the Financial Services industry and knowledge that is deemed necessary

Embrace company values and promote them effectively alongside the brand.

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