Mortgage Adviser​/Mortgage and protection Adviser

Mortgage Adviser/Mortgage and protection Adviser

• Remote self-employed opportunity
• Estate agency leads provided
• Flexible diary and one in four Saturdays

• Remote self-employed opportunity
• Estate agency leads provided
• Flexible diary and one in four Saturdays

INDSS
Mortgage Adviser / Mortgage & Protection Adviser - Remote

Self-Employed Opportunity

Remote Working

Estate Agency Leads Provided

One in Four Saturdays

An excellent opportunity has arisen for an experienced Mortgage Adviser or Mortgage and Protection Adviser to join a successful and established mortgage brokerage on a self-employed basis.

This is a remote position offering a regular supply of introductions from several established independent estate agency partners. The successful adviser will manage clients from initial enquiry through to mortgage offer and completion while providing a professional and compliant service.

Candidates must live within approximately 2.5 hours of Reading and be willing to attend occasional training sessions and business meetings.

As a self-employed Mortgage Adviser, you will provide professional mortgage advice to clients introduced through the company's estate agency partners.

Your responsibilities will include:

• Contacting and qualifying new mortgage leads
• Conducting detailed client fact-finds
• Assessing affordability and individual borrowing requirements
• Researching the mortgage market and recommending suitable products
• Advising on residential purchases, remortgages and buy-to-let mortgages
• Providing protection advice where qualified and applicable
• Managing mortgage applications from enquiry through to completion
• Liaising with lenders, estate agents, solicitors and clients
• Maintaining regular communication with estate agency partners
• Building strong relationships with introducers and clients
• Completing accurate and compliant documentation
• Maintaining up-to-date client records on the company CRM
• Following up leads promptly and managing a strong sales pipeline
• Delivering excellent customer service throughout the mortgage journey
• Working one in four Saturdays

The successful candidate will ideally have:

• Current or recent experience as a Mortgage Adviser or Mortgage and Protection Adviser
• CeMAP qualification or an equivalent recognised mortgage-advice qualification
• Strong knowledge of the UK mortgage market and lender criteria
• Experience managing mortgage cases from initial enquiry through to completion
• A strong understanding of FCA regulations and compliant advice processes
• Excellent communication, relationship-building and sales skills
• The ability to convert estate agency introductions into mortgage business
• Strong organisation and pipeline-management skills
• The motivation and discipline required to work remotely on a self-employed basis
• The ability to attend occasional meetings and training near Reading
• Availability to work one in four Saturdays

• Fully remote working
• Self-employed position
• Mortgage leads supplied through several estate agency partners
• Competitive commission structure
• Flexibility to manage your own diary
• Opportunity to build a strong and consistent client pipeline
• Ongoing training and professional development
• Supportive and established mortgage brokerage environment
• Excellent long-term earning potential