Home Based Mortgage Advisor

Our clients are a is a newly created mortgage brokerage and are the trading style of a long-established IFA firm. They are currently seeking to appoint an experienced whole of market mortgage broker to work from home either over the phone or virtaully advising on quality pre-qualified appointments.

Please note this is a self-employed role.

To be considered for this role you must meet the following criteria.

• Hold for Cemap or equivalent.
• Have a minimum of 18 months experience within whole of market advising and have experience of advising virtually.
• Must be prepared to work 4 evenings per week on average as around 65% of clients request an evening appointment.
• Finally, a proven history of writing quality volume business together with a genuine desire to achieve a significant income.

The client has a substantial lead source, and they will provide you with on average two fact find appointments per day. These will be a mix of existing clients and new opportunities with people who have been through a pre fact find vetting process geared to ensuring the appointments they provide you with are of the highest quality. The information gathered is passed on to you to avoid duplication.

Here are some facts from 2023.

The company spends on average £2,000 to £2,500 per month per adviser on purchasing data for appointments (excluding staff & booking costs)

Including staff costs the cost to the company of each appointment generated is in excess of £300.

Average fact find completed to sale is 50%. Of these around a third transact business on the first meeting.

They have a wide range of products available for you to offer to clients and to generate fees from including Procuration fees, Advice fees, Protection commissions and referral fees for Estate Planning including Wills and LPAs, Solicitors, B&C, Second charge lending, referrals to their equity release team.

If you are suitably qualified and relevant virtual broking experience our client is seeking and are happy working from home on qualified appointments, please forward me an up-to-date CV today.

Please note.

It is Knight Temples Recruitment’s policy, that we to respond to all applications within three working days. If your application is not taken forward by us your details will not be retained unless you specifically request us to do so.

Knight Temple Recruitment is a Recruitment Agency and is advertising this vacancy on behalf of one of its clients.