Offer summary

Qualifications:

Proven experience as a mortgage advisor, either employed or self-employed., Strong sales and client service skills., Excellent communication skills and self-motivation., Relevant industry knowledge and compliance with FCA regulations..

Key responsibilities:

Provide mortgage advice to clients.

Identify and contact potential clients.

Gather client information and recommend suitable products.

Ensure timely and accurate completion of documentation.

Job description

Role Title: Self Employed Mortgage Advisor

Company: CMME Mortgages & Protection Ltd (OneDome)

Join one of the fastest-growing mortgage brokerage firms in the UK as a self-employed mortgage advisor.

Are you a high-performing mortgage advisor looking to maximize your revenue potential? Would you like to have a guaranteed payout when you retire or exit? Join us and become part of a top UK financial services firm!

CMME is an established, directly authorized mortgage brokerage firm based in Hampshire. We have been trading successfully since 2004 and are one of the largest mortgage brokerages in the UK. CMME became a part of the OneDome Group in 2023. OneDome Group owns two property listing websites;Onedome.com and Nethouseprices.com, as well as a wealth manager.

As a member of our team, you will have access to the following:

The highest pay-away rate in the market from a Directly Authorized 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

What do we expect?

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

Responsibilities:

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.

Required profile