Self Employed Mortgage Advisor
🔒 Confidential Employer
Posted 24 March 2026
LOCATION
Not specified
TYPE
Contract
LEVEL
Mid-Senior level
CATEGORY
Finance
This employer holds a UK Home Office sponsor license — sponsorship for this specific role is at the employer’s discretion
SKILLS
Mortgage Advice
Sales Skills
Client Service
Communication Skills
Business Development
Compliance
FULL DESCRIPTION
Join one of the fastest-growing mortgage brokerage firms in the UK as a self-employed mortgage advisor. CMME is an established, directly authorized mortgage brokerage firm based in Hampshire. As a member of our team, you will have access to the highest pay-away rate in the market, guaranteed exit value, and cutting-edge technology.
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.
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