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Mortgage and Protection Adviser

Beakes Financial Solutions Limited

United Kingdom

Remote

GBP 30,000 - 60,000

12 days ago

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Job summary

An established industry player is seeking a self-employed Mortgage and Protection Adviser to join their dynamic team. This role offers the flexibility of remote work while providing expert mortgage and protection advice to a diverse clientele across the UK. With a focus on integrity and excellent customer service, you will have the opportunity to grow your business while enjoying a competitive commission structure. Ideal candidates will be CeMAP qualified with a strong understanding of the mortgage market and outstanding communication skills. If you're passionate about helping clients and want to thrive in a supportive environment, this is the perfect opportunity for you.

Benefits

Flexible working hours

Independence of being self-employed

Ongoing personal and business development

Some leads provided

Competitive commission split

Qualifications

  • CeMAP qualified or equivalent is essential for this role.
  • Strong customer service skills and ability to work independently are crucial.

Responsibilities

  • Provide mortgage and protection advice to clients.
  • Generate new business and maintain compliance with regulations.
  • Work remotely with flexible hours and no targets.

Skills

CeMAP qualified

Outstanding customer care

Excellent verbal communication

Excellent written communication

Ability to work independently

Education

CeMAP qualification or equivalent

Tools

Acre mortgage platform

Job description

Mortgage, Protection and Equity Release Adviser

Scope:

  • Providing mortgage and protection advice to new and existing clients
  • Adhere to all compliance and regulatory requirements
  • Actively seek new opportunities and generate new business
  • Maintain required continuing professional development
  • Work from home/remotely whilst enjoying the independence of being self-employed
  • Flexible working to suit your needs
  • No targets
  • Some leads provided
  • Competitive commission split
  • The option to write your own mortgage and/or protection or refer to our in-house specialists
  • Ongoing personal and business development
  • Use of the Acre end-to-end mortgage and protection platform

Experience/ Skills required:

  • CeMAP qualified (or industry equivalent)
  • CAS preferred but not essential
  • Whole of market experience preferred but not essential
  • A demonstrable understanding of the mortgage market
  • Outstanding customer care/customer service experience
  • Excellent verbal and written communication skills
  • Ability to work independently and prioritise workload

Beakes Financial Solutions Limited is a whole of market mortgage, protection and equity release brokerage. Our HQ is in Ringwood on the Dorset/Hampshire border where we serve clients throughout the UK.

The company has been built on honesty, integrity, easy to understand language and excellent customer service to ensure our clients have the best possible experience. Due to business growth, we are recruiting a self-employed Mortgage and Protection Adviser.

If you would like to bring your skills and experience to our team, please send your CV to karen@beakes.co.uk in the strictest confidence.

Beakes Financial Solutions Limited is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity.

Seniority level
  • Entry level
Employment type
  • Full-time
Job function
  • Finance and Sales
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