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When you’re a self-employed mortgage adviser, you already have to be self-motivated and disciplined to manage your client caseload. When you add in all the regulatory, compliance and admin stuff, though, you can have all the discipline in the world, but it can still feel like there aren’t enough hours in a day to tackle it all.

At Clever Advice, we’re all about helping our advisers be the best they can be. Think of us as really enthusiastic cheerleaders, minus the pom poms.

That’s why we provide a ton of support to take some of the weight off our advisers’ shoulders. So, what can you expect from us?

Round the clock admin support

Look. We’ve established that being a mortgage adviser is great. You do your magic; clients swan off into the sunset with the keys to their dream home. Everyone’s a winner.

And then the paperwork lands in your lap like a ton of bricks.

The great thing about working with Clever Advice is that you’ll never have to submit a suitability report ever again. While you’re chinwagging with clients, our experienced admin support team is tackling all the paperwork like a hive of workaholic bees with a bit of a thing for a well-designed Excel spreadsheet.

Supervision and regulatory support

Keeping up with regulatory training requirements can sometimes feel like racing against Us-ain Bolt. Don’t worry – we’ll provide all the support you need to take the stress away and help you stay on the straight and narrow. We provide extensive training opportunities – webinars, conferences, in-house training, you name it – so you can keep on top of your continued professional development and regulatory requirements. So... it’s more like racing against Usain Bolt wearing a pair of rocket-fuelled roller blades*.

*Please don’t try this at home.

‍Compliance oversight

Nobody denies the importance of compliance – it ensures we’re acting ethically, with integrity and in our clients’ best interests. But good grief can it be stressful – not to mention a massive time suck.

But when you work with Clever Advice, compliance doesn’t have to be either of those things. That’s because we have an experienced – and completely unflappable – in-house compliance team whose entire job it is to give you a hand with it all. They provide, training, guidance and a generally straightforward, no-nonsense approach, to help you reach competent adviser status in no time.

Marketing Literature and Stationery

It is a truth universally acknowledged that a self-employed mortgage adviser must be in want of some clients. So, we give you all the marketing materials and stationery you need to get those clients through the door, all neatly organised in your own bespoke cloud storage folder. Nifty, right?

From branded business cards to LinkedIn profile pictures, and from email signatures to template client outreach letters, we’ll ensure you have everything you need to look – well, pretty amazing, actually.

Business development

Growing a business can be such a rewarding process – but it can also feel like an awful lot of responsibility, especially if you’re doing it alone.

Don’t worry. Clever Advice is here to share the load.

We can help you strengthen and develop your business with a ton of tips and advice on all things growth-related. Whether you need advice on recruitment, business planning or lead generation, we’re on hand with all the tailored support you need.

Whole of market mortgage and protection panel

Imagine being a kid in a sweet shop and being told you can have every single sweet in every jar. Well, that’s what it’s like to be an adviser with Clever Advice (well, without the sugar rush and probable tooth decay).

At Clever Advice, we provide access to virtually every lender and protection provider in the UK market, including lenders specialising in commercial lending second charges and bridging finance.

Advertising guidance

Advertising can be a bit of a minefield for people working in the financial services industry. Don’t stress about it – we’ll tell you what you can and can’t say!