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For Companies At a Glance
- Tasks: Provide tailored financial advice and manage client cases from start to finish.
- Company: Dynamic advisory business offering independence and strong lead sources.
- Benefits: Competitive commission structure, monthly earnings guarantee, and equity participation.
- Why this job: Enjoy autonomy while benefiting from a proven lead flow and long-term growth potential.
- Qualifications: CeMAP qualification and experience in mortgage or financial advice required.
- Other info: Remote working with compliance support and excellent career development opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Overview
Self-Employed Mortgage Advisor / Life & Protection Financial Adviser. This is an excellent opportunity for a qualified financial services professional seeking a self-employed role with access to high-volume estate agency leads, transparent commission structures, and long-term growth potential within a modern advisory organisation.
If you’ve also worked in the following roles, we’d also like to hear from you:
- Mortgage Broker
- Mortgage Consultant
- Life & Protection Adviser
- Financial Adviser
Remuneration
- Self-Generated Business: 75% broker and procuration fees and 80% protection and GI commission
- Introduced Business: 55% across broker, procuration, protection, and GI
- Monthly membership fee: £99 (first 6 months free)
- Guarantee (Subject to Eligibility): £3,000 per month for the first 6 months
- Top-up if earnings fall below the guarantee
- Unearned guarantee recoverable from month 7
- Equity participation available
- Initial and performance-based share awards governed by a separate shareholder agreement
Location: Remote Working
Job Overview
We have a fantastic new job opportunity for a Self-Employed Mortgage Advisor / Life & Protection Financial Adviser to join a growing advisory business offering independence alongside a strong, national lead source. As a Self-Employed Mortgage Advisor / Life & Protection Financial Adviser, you will provide compliant mortgage, life, and protection advice, managing cases from initial enquiry through to completion while building strong introducer relationships.
The Self-Employed Mortgage Advisor / Life & Protection Financial Adviser role is ideal for individuals who value autonomy, transparent earnings, and the opportunity to benefit from long-term business growth, including equity participation. Reliable, high-volume lead sources are normally exclusive to corporate PAYE models. This offers self-employed advisers a rare chance to enjoy the freedom of independence and ownership, while still benefiting from a proven, consistent lead flow.
Why Join
- Self-employed, independent model
- National estate-agency lead source
- Transparent remuneration
- HL Partnership compliance support
- Long-term value through equity participation
Duties
Your duties as the Self-Employed Mortgage Advisor / Life & Protection Financial Adviser include:
- Providing Financial Advice: Deliver compliant mortgage, life, and protection recommendations tailored to client needs
- Case Management: Manage cases from initial enquiry through to completion
- Client Relationship Management: Build and maintain strong relationships with introducers and clients
- Compliance Adherence: Operate in line with FCA, network, and appointed representative compliance standards
- Record Keeping: Maintain accurate and up-to-date CRM records
- Business Development: Develop self-generated business alongside introduced leads
Candidate Requirements
- CeMAP qualification or equivalent
- Previous experience in mortgage, life, and protection advice
- Eligibility for FCA approval as a Registered Individual
- Strong understanding of compliance and regulatory standards
- Comfortable operating within a self-employed advisory model
- Professional, client-focused communication skills
Benefits
- Competitive commission structure on self-generated and introduced business
- Monthly earnings guarantee for the first six months (subject to eligibility)
- Access to a national estate-agency lead source
- Compliance and administrative support
- Opportunity for equity participation and long-term value creation
How to Apply
To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CV's of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose.
JOB REF: AWDO-C14302
Mortgage Advisor / Life & Protection Financial Adviser (AWDO-C14302) in London) employer: AWD online
Contact Detail:
AWD online Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Advisor / Life & Protection Financial Adviser (AWDO-C14302) in London)
✨Tip Number 1
Network like a pro! Get out there and connect with other financial professionals, attend industry events, and join online forums. The more people you know, the better your chances of landing that dream role.
✨Tip Number 2
Show off your expertise! Create a personal brand on social media or a professional website where you can share insights about mortgages and financial advice. This will help you stand out and attract potential clients.
✨Tip Number 3
Practice your pitch! Be ready to explain your value as a Mortgage Advisor or Life & Protection Financial Adviser in a clear and engaging way. Role-play with friends or family to build confidence before those crucial interviews.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly gives you a better chance of being noticed. Don’t miss out on the chance to join a fantastic team!
We think you need these skills to ace Mortgage Advisor / Life & Protection Financial Adviser (AWDO-C14302) in London)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Mortgage Advisor role. Highlight your qualifications, especially your CeMAP or equivalent, and any relevant experience in mortgage, life, and protection advice.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this self-employed role. Mention your understanding of compliance and your ability to build strong client relationships.
Showcase Your Independence: Since this role is all about being self-employed, emphasise your ability to work independently. Share examples of how you've successfully managed cases from start to finish and developed your own business.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity!
How to prepare for a job interview at AWD online
✨Know Your Stuff
Make sure you brush up on your mortgage and protection knowledge. Understand the latest trends in the financial services sector, especially those relevant to self-employed advisors. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Experience
Prepare to discuss your previous roles as a Mortgage Broker or Financial Adviser. Highlight specific cases where you successfully managed client relationships or navigated compliance challenges. Real-life examples will make your experience more relatable and impressive.
✨Understand the Company Culture
Research the advisory organisation's values and mission. Knowing how they operate and what they stand for will help you align your answers with their expectations. It’s all about showing that you’re a good fit for their team!
✨Ask Smart Questions
Prepare thoughtful questions to ask at the end of your interview. Inquire about their lead generation process or how they support self-employed advisors. This demonstrates your enthusiasm for the role and helps you gauge if it’s the right fit for you.
