Benefits of leaving your clients in the hands of 1st Mortgage Services
We Look After Your Clients
At 1st Mortgage Services, we understand that your clients are your biggest asset. That’s why we go above and beyond to ensure that your clients are looked after once you’ve left the industry. We have an experienced team of administrators, paraplanners, and marketers who will take the time to understand your clients’ unique needs and provide them with the best possible service.
We pride ourselves on our customer-centric approach and always put our clients’ needs first. Our team is trained to handle any queries, concerns, or issues that may arise, and we have a robust system in place to ensure that your clients receive timely and accurate advice.
So in your absence, you can be assured that your clients are looked after.
We Take the Stress Away from Leaving Your Business Behind
Leaving the industry can be a stressful experience, especially if you’re worried about your clients’ well-being. At 1st Mortgage Services, we take the stress away from leaving your business behind by providing a tailor-made exit plan that meets your unique needs.
Our team of experts will work with you to develop a comprehensive exit strategy that ensures a smooth transition for your clients. We’ll take care of everything, from updating your client records to liaising with lenders and insurers, so you can focus on your next chapter.
As a broker, we understand the importance of guiding our clients. Now it’s time for us to provide the same level of support for you.
We Have a Dedicated Team of Administrators, Paraplanners, and Marketers
One of the key reasons why you should choose 1st Mortgage Services as part of your exit strategy is that we have a dedicated team of administrators, paraplanners, and marketers. Our team has years of experience in the mortgage industry and is committed to providing the highest level of service to our clients.
Our administrators will handle all the day-to-day tasks, such as processing applications, liaising with lenders, and managing client records. Our paraplanners will provide support, ensuring that your clients receive the best possible service. Our marketers will ensure that your clients are kept up-to-date with the latest industry news and trends.
In accordance with consumer duty regulations, our priority is to give our advisers ample time to provide personalised advice and cater to their clients’ needs. Our dedicated administrators are here to take care of all the necessary tasks, such as following up with lenders and solicitors, to ensure our advisers can effectively run their business.
Our advisers conduct protection research to ensure clients receive complete advice on available insurance options, empowering them to make informed decisions.
We Provide a Range of Services
At 1st Mortgage Services, we provide a range of services to ensure that your clients receive the best possible service. Our services include mortgage advice, protection advice and general insurance. Whether your clients are first-time buyers or looking to remortgage, we have the expertise and knowledge to provide them with the best possible advice.
The Benefits of Joining Our Team
A team of dedicated paraplanners and administrators
When you join 1st Mortgage Services, you’ll have a team of dedicated paraplanners and administrators to support you. They’ll assist you with various tasks, such as preparing applications, and ensuring client files are updated. This support frees up your valuable time, allowing you to focus on building relationships with clients and generating revenue.
If you already have an administrator on your team, no worries! They can continue in their role while we offer training to align them with the 1st Mortgage Services way.
Central office
As a small business owner, you might struggle to manage everything from the comfort of your home. That’s why 1st Mortgage Services provides a central office, allowing you to conduct meetings with clients and colleagues in a professional setting, and also giving you access to equipment, such as printers, scanners, and fax machines that you may not have at home. The central office also provides an opportunity to network with other advisers, learn from their experiences, and share your own knowledge.
We arrange quarterly sales meetings, where you’ll receive updates from lenders and insurance companies. Gain valuable sales techniques, stay informed on marketing updates, and connect with your team.
Because of the central office, one of the most significant benefits of joining 1st Mortgage Services is the flexibility it offers. Our advisers aren’t tied down to a specific location or schedule. You can work from virtually anywhere, knowing that the central hub has everything in one place, giving you the freedom to balance your work and personal life effectively.
Marketing arm
Marketing is an essential aspect of a small business, but it can be time-consuming and costly. 1st Mortgage Services provides a dedicated marketing team to create marketing materials, social media campaigns, and websites customised for your business. This marketing support will help you improve your brand visibility, expand your reach, and attract more customers. At 1st Mortgage Services, we prioritise the role of the adviser as the driving force behind our business.
Guided support and knowledge of the areas we operate in
1st Mortgage Services is not just a support system; we are recognized as industry experts. The company has a wealth of knowledge about the markets you operate in, including products available, industry trends, and regulatory information that will help you stay ahead. You’ll get regular updates on the industry that will help you communicate better with your clients and inform your business decisions.
Training and Development
1st Mortgage Services supports continuous training and development for all its advisers, and you’ll get regular opportunities for upskilling in different areas of mortgage advice and relational behaviors. This development will subsequently improve your knowledge and skillset, giving you confidence and credibility when dealing with clients.
Convinced?
At 1st Mortgage Services, we believe in the power of teamwork. We offer a collaborative environment where everyone shares a vision and belief in success. By joining our team, you become part of a supportive community that’s committed to helping each other grow and succeed.
Joining 1st Mortgage Services is a wise decision for sole advisers and small business owning mortgage advisers. The benefits of having a team of dedicated paraplanners, central office, a marketing arm, and guided support in the areas we operate in are priceless. By becoming a part of the 1st Mortgage Services team, you’ll have more time to focus on developing your relationships with clients, enhancing your skills and knowledge and increasing your profits. Why not consider joining today!
Benefits of Being with the Business
1st Mortgage Services is a lovely place to operate under as a mortgage and protection intermediary. They have a positive and forward-thinking attitude and a great team around you to support all aspects of the job.
I have personally gained a vast amount of experience from my time with the company and have benefited greatly from the shared experience of the whole team. The support of the marketing and paraplanning departments helps greatly with managing workload while ensuring industry standards are adhered to.
The team were all very welcoming and I have always felt at home since joining. It really makes a difference to have that positive working environment with other individuals and to feel part of a team, and 1st Mortgage Services has always had that for me.
Since joining 1st Mortgage Services, I have felt a level of support in growing my business I have not had before. Julie constantly thinks of new ways to generate business, keep engaged with local business’ and promotes the company in various different ways so we are never really out of people sight.
The recent regulatory changes haven’t been a challenge as the support we get from our colleagues, in admin and para planning are fantastic. So we are always on top of our cases and clients constantly kept up to date. This just means everyone who steps foot through our door gets the best possible service in all areas of the advice process from start to finish.
Since joining 1st Mortgage Services, I have had exceptional mortgage and protection intermediary experience. Our positive and forward-thinking attitude, along with our supportive team, has enhanced every aspect of your job.
Personally, I have gained invaluable experience and benefited greatly from the expertise of our team. With the support of our marketing and paraplanning departments, workload management and industry standards are a breeze.
From the moment I joined, I felt warmly welcomed and at home. The positive working environment and sense of camaraderie truly make a difference at 1st Mortgage Services.
Speak to Us
At 1st Mortgage Services, we pride ourselves on our team of expert administrators, paraplanners, and marketers who are dedicated to providing exceptional service to our clients. If you’re looking to leave your clients in safe hands or to further your career as a mortgage adviser, our succession planning and onboarding processes are designed to help you succeed. We believe that clarity and conciseness are key to effective communication, which is why we approach these processes with the utmost professionalism. We have the resources and expertise to help you achieve your goals.
To inquire about succession planning or onboarding, reach out to us by email or phone.
- 01845 501830
- info@1stmortgageservices.co.uk
Considering succession planning can be overwhelming, especially when trying to navigate industry compliance and changes. However, I found a solution that not only alleviated these concerns but also offered valuable support for my clients.
By meeting with Julie Gilbert at 1st Mortgage Services, I discovered the advantages of fully onboarding with them. They provide access to additional resources, such as an administrator and regular sales meetings. This support allowed me to not only continue advising my clients but also have more time for my family.
When the time comes for succession planning, I can make the decision to continue advising without feeling pressured or rushed.
If you're in need of succession planning or considering onboarding, I highly recommend 1st Mortgage Services. They have the expertise and support to make the transition seamless and beneficial for all parties involved.