To provide a mortgage advice service to clients.
Identify and contact potential clients.
Gather sufficient client information and identify client needs.
Analyse information gathered and undertake sufficient research to make suitable recommendations.
Complete all supporting documentation in an accurate manner.
Ensure that the level of service, as agreed with each client, is delivered in a timely manner.
Attain and maintain competent status as defined by the FCA and the firm.
Keep up to date with new products, technical or legislative changes within the marketplace.
Always comply with the Compliance and Training & Competence Schemes/Procedures of the firm.
Always comply with the requirements of the Financial Services and Markets Act 2000 and the FCA's Principles, Rules and the Code of Practice for Approved Persons.
Maintain performance standards in accordance with those outlined in the Key Performance Indicators section of the firm's Training & Competence scheme.
Via self-assessment and feedback, identify Continuing Professional Development (CPD) needs to maintain and enhance Competent status and undertake appropriate activity to meet those needs.

You have a strong track record as an employed or self-employed mortgage advisor
You are self-sufficient and have an ambition to grow
Strong sales skills
Client service is paramount for you
Strong communication skills
Self-motivated

Join one of the fastest-growing mortgage brokerage firms in the UK as a self-employed mortgage advisor.
The highest pay-away rate in the market from a Directly Authorised company
Guaranteed exit value for your business when you retire
Access to our unique propositions like HomeBuyer Service (mortgage and conveyancing bundled together)
Our cutting-edge technology platform
Full compliance and marketing support
Connection to a large network of estate agency introducers
Help with business development
Mortgage admin support