Mortgage&Insurance Advisor

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 assessing client needs, analyzing financial situations, recommending suitable mortgage and insurance options, and explaining terms and conditions in clear, accessible language. 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, and 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.