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- Tasks: Deliver tailored mortgage and protection advice while managing client cases from start to finish.
- Company: Join a trusted brokerage with 5 Star Google reviews and a supportive culture.
- Benefits: Enjoy remote work, flexible hours, uncapped commission, and ongoing training.
- 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.
- Other info: Work with pre-qualified leads and enjoy a dynamic, self-employed role.
The predicted salary is between 40000 - 60000 £ 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. 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 Advisor in Worcester 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 Advisor in Worcester
✨Tip Number 1
Network like a pro! Reach out to your contacts in the industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone looking for a Mortgage Advisor.
✨Tip Number 2
Get social! Use platforms like LinkedIn to showcase your expertise and connect with potential clients or employers. Share insights about mortgage trends or protection advice to position yourself as a go-to expert in the field.
✨Tip Number 3
Practice your pitch! Be ready to explain your value proposition clearly and confidently. Whether it's in a casual chat or a formal interview, knowing how to articulate what makes you a great Mortgage Advisor will set you apart.
✨Tip Number 4
Apply through our website! We’ve got pre-qualified leads waiting for you, so don’t miss out on the chance to join a supportive team that values your independence and expertise. The sooner you apply, the sooner you can start making those connections!
We think you need these skills to ace Mortgage Advisor / Life & Protection Financial Advisor in Worcester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Mortgage Advisor role. Highlight your relevant experience, especially in mortgage and protection advice, and don’t forget to mention your CeMAP qualification!
Showcase Your Skills: We want to see your excellent communication and customer service skills shine through. Use specific examples from your past roles to demonstrate how you’ve built strong client relationships.
Be Clear and Concise: Keep your application clear and to the point. We appreciate a well-structured CV and cover letter that makes it easy for us to see why you’re a great fit for the role.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity.
How to prepare for a job interview at AWD online
✨Know Your Stuff
Make sure you brush up on your knowledge of mortgage products and financial regulations. Being well-versed in the specifics will not only boost your confidence but also impress the interviewers with your expertise.
✨Showcase Your Experience
Prepare to discuss your previous roles as a Mortgage Consultant or Protection Advisor. Highlight specific examples where you've successfully managed cases from start to finish, demonstrating your ability to handle the responsibilities of the role.
✨Build Rapport
Since this role involves client relationships, practice building rapport during the interview. Use friendly body language and engage in active listening to show that you can connect with clients effectively.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to client management and support for advisors. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.