At a Glance
- Tasks: Deliver tailored mortgage and protection advice while managing client cases from start to finish.
- Company: Join a trusted brokerage with a supportive culture and 5-star Google reviews.
- Benefits: Enjoy remote work, flexible hours, uncapped commission, and ongoing training support.
- Other info: Work with pre-qualified leads and enjoy a dynamic, self-employed role.
- Why this job: Gain independence, build strong client relationships, and maximise your earning potential.
- Qualifications: CeMAP qualification and experience in mortgage and protection advice are essential.
The predicted salary is between 30000 - 40000 £ per year.
A fantastic opportunity for a Mortgage Advisor / Financial Advisor to deliver whole-of-market mortgage and protection advice in a fully remote, flexible, self-employed role with pre-qualified leads and strong earning potential.
LOCATION: Remote working covering clients in Worcester, Worcestershire and surrounds
JOB TYPE: Self-Employed
WORKING HOURS: Manage your own Hours. Full-Time or Part-Time. Flexible
JOB OVERVIEW: We have a fantastic new job opportunity for a Mortgage Advisor / Life & Protection Financial Advisor to join a growing and supportive organisation offering full remote working and flexibility. The Appointed Representative is a trusted and highly rated brokerage with 5 Star Google reviews. As a Mortgage Advisor / Life & Protection Financial Advisor you will focus on delivering tailored mortgage and protection advice, working with pre-booked appointments and managing cases from enquiry through to completion. The role offers autonomy, uncapped commission, and access to a broad panel of lenders, allowing you to provide whole-of-market solutions across residential and buy-to-let lending. This is an excellent opportunity for a motivated adviser seeking independence, strong client relationships, and high earning potential within a compliant, well-supported environment.
WHY JOIN?
- Fully remote working with complete flexibility
- Pre-booked, qualified appointments provided
- 75% commission on self-generated business
- 50% commission on company-provided leads
- No monthly fees or upfront costs
- Ongoing training and compliance support
- Uncapped earning potential
DUTIES: Your duties as the Mortgage Advisor / Life & Protection Financial Advisor include:
- Provide Advice: Deliver tailored mortgage and protection advice based on individual client needs
- Case Management: Manage applications end-to-end from initial consultation through to completion
- Lender Sourcing: Source suitable products from a wide panel of lenders across the market
- Client Relationships: Build and maintain strong, long-term client and introducer relationships
- Compliance: Ensure all activities meet FCA regulations and compliance standards
- Product Coverage: Advise on residential, buy-to-let, and specialist lending where appropriate
- Appointment Handling: Work with pre-qualified, pre-booked appointments to maximise efficiency
CANDIDATE REQUIREMENTS
ESSENTIAL:
- CeMAP (or equivalent) qualification and Competent Adviser Status (CAS)
- Previous experience in providing mortgage and protection advice within the UK market
- Strong knowledge of mortgage products, lenders, and financial services regulations
- Excellent communication and customer service skills with a client-focused approach
- Ability to manage workload independently in a remote working environment
- Highly organised with strong attention to detail and case management skills
DESIRABLE:
- Experience with whole-of-market mortgage sourcing
- Background in buy-to-let or specialist lending
- Proven ability to build introducer relationships and generate business
HOW TO APPLY: To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CVs of Job Applicants meeting this requirement will be submitted to our Client for consideration.
Mortgage Advisor / Life & Protection Financial Advisor in Redditch employer: AWD online
Join a dynamic and supportive organisation that prioritises flexibility and independence for its Mortgage Advisors. With the opportunity to work remotely, manage your own hours, and benefit from pre-qualified leads, you can enjoy a rewarding career with uncapped earning potential and ongoing training in a compliant environment. This role is perfect for motivated individuals looking to build strong client relationships while enjoying the freedom of self-employment.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Advisor / Life & Protection Financial Advisor in Redditch
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like AWD online. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Mortgage Advisor / Life & Protection Financial Advisor in Redditch
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to AWD online.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on AWD online's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at AWD online
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with AWD online.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at AWD online will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former AWD online employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
