At a Glance
- Tasks: Provide tailored mortgage and protection advice to clients in a supportive environment.
- Company: Respected mortgage advisory firm with a strong local presence since 1998.
- Benefits: Flexible working, competitive earnings, and full administrative support.
- Other info: Enjoy the flexibility of working from home or our Ilminster office.
- Why this job: Join a partner-led team and grow your business with unlimited earning potential.
- Qualifications: Minimum 2 years’ experience and an existing client bank or introducer relationships.
The predicted salary is between 40000 - 50000 € per year.
Basil James Financial Services is a well-established mortgage and protection advisory firm, formed in 1998 and widely respected across the South West. With a strong reputation, loyal client bank, and consistent flow of new enquiries, we are now looking to expand our adviser team.
We are seeking an experienced, self-employed Mortgage Adviser who is motivated, client-focused, and ready to grow their business within a supportive, partner-led environment.
The Role
You’ll be responsible for providing high-quality mortgage and protection advice, delivering clear, compliant, and well-researched recommendations tailored to each client’s needs. This role would suit an adviser who already has at least 2 years’ industry experience and an existing client bank or introducer relationships, and who is looking for the flexibility and earning potential of a self-employed model.
What We’re Looking For
- Minimum 2 years’ experience in a mortgage advisory role
- An existing client bank and/or introducer relationships
- Strong relationship-building and communication skills
- A professional, ethical, and client-first approach
- Ability to manage your own diary and workload effectively
- Up-to-date knowledge of mortgage and protection products and FCA requirements
What We Offer
- Established, respected firm with a strong local presence
- Supportive environment to allow you to grow your existing client base
- Access to new leads
- Full administrative, compliance, and technical support
- Competitive self-employed remuneration structure
- Guaranteed income available (subject to experience) to support transition
- Unlimited earnings potential with realistic OTE £40,000–£50,000+
- Flexibility to work from our Ilminster office or home-based
Interested?
If you’re an experienced adviser looking to take the next step and work closely with a partner-led business, we’d love to hear from you. Please send a brief CV or expression of interest.
Self employed mortgage adviser in Ilminster employer: Basil James Financial Services
Basil James Financial Services is an excellent employer for self-employed mortgage advisers, offering a supportive partner-led environment that fosters growth and flexibility. With a strong local presence in the South West, advisers benefit from access to new leads, comprehensive administrative support, and a competitive remuneration structure, allowing for unlimited earning potential while maintaining a healthy work-life balance.
Contact Detail:
Basil James Financial Services Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Self employed mortgage adviser in Ilminster
✨Network Like a Pro
Get out there and connect with other professionals in the mortgage industry. Attend local events, join online forums, and don’t be shy about reaching out to potential introducers. Building relationships can lead to new clients and referrals!
✨Showcase Your Expertise
Create content that highlights your knowledge in mortgages and protection advice. Whether it’s through social media posts, blogs, or videos, let potential clients see you as the go-to expert. This will help build trust and attract more enquiries.
✨Leverage Our Platform
Don’t forget to check out our website for job opportunities! We’re all about helping you find the right fit, so make sure you apply through us. It’s a great way to get noticed and land that self-employed role you’ve been eyeing.
✨Stay Organised and Proactive
Manage your diary effectively and keep track of your leads. Follow up with potential clients regularly and don’t let opportunities slip through the cracks. A proactive approach can make all the difference in growing your business!
We think you need these skills to ace Self employed mortgage adviser in Ilminster
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects your experience in mortgage advising. Highlight your client bank and any introducer relationships you have. We want to see how you can bring value to our team!
Showcase Your Skills:Use your application to demonstrate your relationship-building and communication skills. Share examples of how you've successfully managed client needs in the past. This is your chance to shine!
Be Professional and Ethical:Since we’re all about a client-first approach, make sure your application reflects your professional ethics. Mention any relevant compliance knowledge or training you've had to show you're up to date with FCA requirements.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Basil James Financial Services
✨Know Your Stuff
Make sure you brush up on the latest mortgage and protection products, as well as FCA requirements. Being able to discuss these confidently will show that you're not just experienced but also up-to-date with industry standards.
✨Showcase Your Client Relationships
Since having an existing client bank or introducer relationships is key for this role, be prepared to talk about your current clients and how you've built those relationships. Share specific examples of how you've helped clients achieve their goals.
✨Demonstrate Your Communication Skills
This role requires strong relationship-building skills, so practice articulating your thoughts clearly and professionally. Consider role-playing common interview questions with a friend to refine your responses and ensure you come across as approachable and knowledgeable.
✨Highlight Your Flexibility and Self-Management
As a self-employed adviser, you'll need to manage your own diary and workload. Be ready to discuss how you prioritise tasks and maintain a work-life balance, as this will demonstrate your ability to thrive in a flexible working environment.
