At a Glance
- Tasks: Provide tailored mortgage and protection advice while managing client relationships.
- Company: Dynamic advisory business offering independence and strong lead sources.
- Benefits: Competitive commission, monthly earnings guarantee, and equity participation opportunities.
- Why this job: Enjoy autonomy and long-term growth potential in a supportive environment.
- Qualifications: CeMAP qualification and experience in financial advice required.
- Other info: Remote working with access to high-volume estate agency leads.
The predicted salary is between 36000 - 60000 £ per year.
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: 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.
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 professionals in the financial services industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. The more people you know, the better your chances of landing that dream role!
✨Tip Number 2
Practice your pitch! You never know when an opportunity might pop up, so be ready to explain who you are and what you do in a clear and engaging way. Keep it concise and focus on how you can add value as a Mortgage Advisor or Life & Protection Financial Adviser.
✨Tip Number 3
Leverage social media! Share your insights and expertise on platforms like LinkedIn. Post articles, comment on industry news, and engage with others in your field. This not only showcases your knowledge but also helps you stay top-of-mind for potential employers.
✨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. Plus, we’re here to support you every step of the way, so don’t hesitate to reach out if you need help!
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 experiences 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 values autonomy, emphasise your self-motivation and ability to manage cases independently. Share examples of how you've successfully handled client relationships and case management in the past.
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 with transparent commission structures and long-term growth potential.
How to prepare for a job interview at AWD online
✨Know Your Stuff
Make sure you brush up on your knowledge of mortgage and life protection products. Be ready to discuss specific cases you've handled in the past, as this will show your expertise and confidence in the field.
✨Build Rapport
Since this role involves client relationship management, practice how to build rapport quickly. Use open body language, maintain eye contact, and be genuinely interested in what the interviewer has to say.
✨Showcase Your Independence
Highlight your ability to work independently and manage your own business. Share examples of how you've successfully generated leads or built client relationships without relying on a corporate structure.
✨Understand Compliance
Familiarise yourself with FCA regulations and compliance standards relevant to the role. Being able to discuss how you ensure compliance in your previous roles will demonstrate your professionalism and attention to detail.