Broker Advice Limited
Mortgage&Insurance Adviser (Self employed)
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Company Description
Broker Advice Limited is led by an experienced business owner with a strong track record in the financial services industry. The company focuses on providing tailored mortgage and insurance advice to a diverse range of clients, helping them make informed decisions about their financial futures. With a commitment to professionalism and client-centered service, Broker Advice Limited emphasizes clear communication and ethical practices. The organization offers a supportive environment for self-employed advisers who value autonomy, flexibility, and long-term client relationships.
Role Description
As a Mortgage & Insurance Adviser (Self employed) at Broker Advice Limited, you will work full time in a remote capacity, providing clients with expert advice on mortgage products and insurance solutions. Your day-to-day responsibilities will include:
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- Assessing client needs
- Analyzing financial situations
- Recommending suitable mortgage and insurance options
- Explaining terms and conditions in clear, accessible language
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You will manage your own client portfolio, handle applications from initial inquiry through to completion, and maintain accurate records and documentation. The role also involves:
- Ongoing client communication
- Responding to queries
- Liaising with lenders and insurers
- Staying current with market trends and regulatory requirements
You will be expected to operate with a high level of independence while adhering to company standards and compliance policies.
Qualifications
- Candidates should possess strong Finance and Insurance knowledge, including understanding of mortgage products, protection policies, and general financial principles.
- Candidates should possess solid Consulting and Customer Service skills, with the ability to build trust, identify client needs, and provide tailored solutions.
- Candidates should possess excellent Communication skills, both written and verbal, enabling clear explanations of complex financial information.
- Relevant qualifications in financial services, mortgage advice, or insurance (such as industry-recognized certifications or licenses) are highly beneficial.
- Demonstrated ability to work independently on a self-employed basis, manage time effectively, and handle a remote workload is important.
- Familiarity with regulatory and compliance requirements in financial services, and experience using digital tools and CRM systems, is advantageous.
- Strong ethical standards, attention to detail, and a client-focused mindset are essential.
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