Mortgage Advisor

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 & 2024, they have also been awarding Most Reputable Mortgage Adviser - North London 2023 and North London’s Mortgage & Protection Advisory Firm of the Year 2024.Skills:CeMAP or relevant Mortgage QualificationA positive attitude and excellent team communicationClient-orientated with high customer service skills and communication The ability to explain complex information clearly and simplyMinimum 2-3 years experience of delivering Mortgage & Protection adviceMost of our advisers deliver advice remotely throughout the UKThe ability to work from home/own office Exceptional organisation skillsBenefits:Uncapped income potential, with expected income £50,000+ pa. dependent on performanceWorking with a well-established, professional, forward-looking company 100% Flexible Working – work from home/own officeOngoing business development support and trainingSome leads supplied – Client bank requiredCompetitive revenue shareYour duties will usually include:Meeting performance targetsAbility to prospect and organise meetingsFact-find effectively to establish the client’s current finances and future aspirations.Provide high quality professional mortgage advice and explain different types of mortgages availableExplain required insurance and protection products so that clients can make informed choices.Communicate effectively at all levelsEnsure all regulatory documentation completed within the required timescaleKeep up to date with new mortgage and protection products and changes in mortgage regulationMaintain generic knowledge of the Financial Services industry and knowledge that is deemed necessaryEmbrace company values and promote them effectively alongside the brand.Key Words: Interpersonal Skills, Mortgage Planning, Protection, Client Orientation, Financial Goals & Opportunities, Business, Helping Clients, Customer Relations, Ambitious, Friendly, CeMap

Created: 2025-07-24