Social media isn’t just for sharing holiday snaps or keeping up with friends, it’s also a powerful tool for mortgage advisers to reach new clients. Used well, it can help you showcase expertise, build trust, and generate high-quality enquiries.

Why Social Media Matters for Mortgage Advisers

Most people now research major financial decisions online, and social media is often part of that journey. Platforms like LinkedIn, Facebook, Instagram, and even TikTok are where potential clients spend a lot of their time. Having a visible, professional presence means you can engage with them directly, often before they’ve spoken to another adviser.

Choosing the Right Platforms

You don’t need to be everywhere at once. Instead, focus on the platforms that best suit your audience:

• LinkedIn: Ideal for professional credibility and networking
• Facebook: Strong for local community groups and targeted ads
• Instagram: Great for visual content such as infographics and client stories
• TikTok: Emerging channel for younger first-time buyers

Start with one or two platforms and build from there, rather than spreading yourself too thin.

What to Post

The goal is to educate, inform, and build trust. Some effective content ideas include:

• Explainers: “What does remortgaging mean?”
• Timely updates: “What the latest base rate decision means for homeowners”
• Client success stories (shared with permission)
• Tips and checklists for first-time buyers
• Short videos answering common mortgage questions

Consistency is more important than perfection. Posting regularly keeps you visible and top of mind.

Engaging With Your Audience

Social media works best when it’s a two-way street. Reply to comments, answer questions, and join relevant discussions in groups. This interaction shows potential clients that you’re approachable and responsive, two qualities people value highly in an adviser.

Driving Enquiries From Social Media

Visibility is great, but the ultimate goal is leads. Always include clear calls to action and links back to places where clients can contact you, your website or, even better, your Mortgage Adviser Directory listing. That way, people who discover you on social media can quickly see your reviews, check your credentials, and get in touch.

Final Word

Social media is one of the most cost-effective marketing tools available to mortgage advisers. By showing up consistently, sharing useful content, and engaging with your audience, you can attract new clients and grow your reputation. And by linking your activity to your Mortgage Adviser Directory listing, you give potential clients an easy next step to reach you.