At a Glance
- Tasks: Build and manage your own client base while providing expert mortgage and protection advice.
- Company: Join a well-established brokerage with a supportive team and strong brand.
- Benefits: Enjoy high earning potential, no fees, and comprehensive support for your business.
- Other info: Flexible working environment with opportunities for career growth and team building.
- Why this job: Gain independence to grow your own business with the backing of an experienced team.
- Qualifications: Must be an experienced Mortgage/Protection adviser ready for self-employment.
The predicted salary is between 54000 - 66000 £ per year.
Experienced advisers welcome
London and South-East
Self-Employed | Commission-Based | High Earning Potential
Are you ambitious, entrepreneurial, and looking for the independence to build your own business in Mortgage and Protection advice?
The Role
The Mortgage Store is looking for experienced Mortgage and Protection Advisers across London and the South-East who want the freedom to build a business of their own, without having to do everything alone. You’ll manage and grow your own client relationships while having a well-known brand, an experienced team, proven systems and established infrastructure behind you. The focus is simple: we’re here to give advisers the tools and support to keep more of what they earn and grow in the direction that suits them.
Key Responsibilities
- Build and manage your own client base
- Provide professional Mortgage and Protection advice, maintaining strong client relationships
- Deliver a high standard of customer service
- Develop referral opportunities and grow your business
- Manage your workload independently
- Make full use of the technology, compliance and business support available
About The Mortgage Store
The Mortgage Store was founded in 2003 and is a well-established Mortgage Brokerage with over 100 friendly advisers. Set up by two brothers, Mark and Jon, and later joined by James, the leadership team now comprises of 12, including Associate Partner, Compliance, Learning & Development, Marketing and Customer Experience specialists who are on hand to support you. The Mortgage Store’s Associate Partner programme combines independence with the support of a popular and well-established brokerage. The Mortgage Store has been awarded ‘Best Mortgage Broker (more than 50 advisers)’ [Mortgage Strategy Awards, 2026], saw an impressive 30%+ revenue growth in 2025, and boasts a 5-Star ‘Excellent’ TrustPilot rating, based on over 4k honest customer reviews.
The Benefits
- No membership fee
- No compliance or supervisor fee
- No CRM fee
- Industry-leading commercial splits
- Professional Indemnity Insurance included
- Microsoft Teams licence included
- Access to CIExpert
- Training, compliance and business support
- Support if you want to recruit advisers or build your own team
The Person
This exciting opportunity would suit an experienced Mortgage/Protection adviser who may be ready to take the first steps to becoming Self-Employed. Or maybe you’re already a Self-Employed Mortgage Adviser, but are looking for the all-important team support around you, and a stronger proposition to take to the market? You’ll be commercially minded, customer-focused and comfortable taking ownership of your own success. You’re looking for the freedom and flexibility to build your own Mortgage and Protection Business, with the full support of an experienced brand and team right behind you.
What’s Next?
If you’re a Mortgage/Protection Adviser based in the UK (preferably London or the South-East) and want to explore the high earning potential that is available to you, apply today for a confidential and no-obligation initial conversation with The Mortgage Store. We’d love to hear from you.
Qualified Mortgage and Protection Adviser employer: Anonymous
The Mortgage Store is an exceptional employer for experienced Mortgage and Protection Advisers, offering the perfect blend of independence and support. With a strong brand presence in London and the South-East, advisers benefit from industry-leading commission structures, comprehensive training, and a collaborative work culture that fosters personal growth and success. Join a well-established team where your entrepreneurial spirit can thrive while being backed by a dedicated support network.
StudySmarter Expert Advice🤫
We think this is how you could land Qualified Mortgage and Protection Adviser
✨Show Off Your Expertise Online
In the banking and financial services world, sharing your insights on platforms like LinkedIn can really set you apart. Write articles about market trends or finance tips, and engage in discussions in relevant groups. This not only boosts your visibility but also highlights your knowledge to potential clients.
✨Join Freelance Platforms and Networking Events
Freelancing in finance can be competitive, so make sure you're on platforms like Upwork or Fiverr, specifically targeting finance gigs. Also, look for finance networking events or webinars to connect with small businesses that might need your services. Meeting people face-to-face (or online) can score you those elusive freelance contracts.
✨Build a Stunning Portfolio
Since you're going freelance, having a solid portfolio is a must. Showcase your previous work, such as reports or analyses, and consider using case studies to highlight your approach. The more you can demonstrate your skills, the easier it is for clients to trust you with their finances.
✨Direct Outreach is Key
For freelance gigs, don't wait for opportunities to come to you. Identify companies or startups that align with your skills and reach out directly. A personalised message introducing yourself and proposing how you could add value can go a long way. Plus, keep an eye on Anonymous for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Qualified Mortgage and Protection Adviser
Some tips for your application 🫡
Showcase Your Financial Savvy:When applying for a freelance role in banking and financial services, we need to see your expertise front and centre! Mention specific financial regulations or tools you've mastered, and feel free to include your relevant qualifications, like CFA or ACCA, to bolster your credibility.
Build a Stellar Portfolio:Since this is a freelance gig, your portfolio is your ticket to impressing us at Anonymous. Include examples of past projects you've completed—think financial analyses, investment reports, or forecasting models. Be sure to highlight the results you achieved!
Tailor Your Rates and Availability:We want to see that you're flexible and can align with our needs. Clearly outline your freelance rates, availability for projects, and whether you're open to long-term collaborations or just ad-hoc gigs. This makes it easier for us to understand how we can work together!
Craft a Compelling Cover Letter:In your cover letter, express not just your skills, but also why you're excited about joining Anonymous. Share your passion for financial services and how you plan to tackle challenges in this sector. This is your chance to connect on a personal level—make it count!
How to prepare for a job interview at Anonymous
✨Show Off Your Financial Savvy
When you're talking with Anonymous, make sure to highlight your experience with financial modelling, risk assessment, or portfolio management. Freelance work often requires a good level of financial literacy, so prepare to discuss any relevant tools you've used, whether it's Excel or specific financial software.
✨Bring Your Portfolio to Life
A freelance role means you’ll want to showcase your previous work effectively. Put together a portfolio that not only highlights your projects but also demonstrates the outcomes - think case studies or success stories that showcase how your financial skills made a difference for past clients.
✨Know Your Regulations and Compliance
In the banking and financial services world, understanding compliance and regulations is crucial. Make sure you’re up to date with the latest standards as they relate to your expertise. Be prepared for specific questions about how you've navigated these in past roles or how you'd approach potential compliance challenges.
✨Be Ready to Discuss Your Rates and Availability
As a freelancer, the topic of rates and availability can come up early on. Be clear about what you offer and how you charge. It might also help to have a few examples in mind where your expertise saved someone money or improved efficiency to justify your rates to Anonymous.
