At a Glance
- Tasks: Provide tailored mortgage and protection advice to clients.
- Company: Respected mortgage advisory firm with a strong local presence.
- Benefits: Flexible working, competitive earnings, and full support.
- Other info: Unlimited earning potential with realistic OTE of £40,000–£50,000+.
- Why this job: Join a supportive team and grow your own client base.
- Qualifications: Minimum 2 years’ experience and existing client relationships required.
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 RoleYou’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
- 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 Somerset employer: Basil James Financial Services
Basil James Financial Services is an excellent employer for self-employed mortgage advisers, offering a supportive and partner-led environment that fosters growth and success. With a strong local presence in the South West, advisers benefit from access to new leads, full administrative support, and a competitive remuneration structure that allows for unlimited earnings potential. The flexibility to work from the Ilminster office or home ensures a balanced work-life dynamic, making it an attractive opportunity for motivated professionals seeking meaningful and rewarding employment.
Contact Detail:
Basil James Financial Services Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Self employed mortgage adviser in Somerset
✨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 referrals and new clients!
✨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 and resources. We’re here to support you in growing your business, so take advantage of the leads and tools we offer to help you succeed as a self-employed adviser.
✨Stay Organised
Managing your own diary is key! Use digital tools to keep track of appointments, follow-ups, and client interactions. Staying organised will not only help you provide better service but also free up time for you to focus on expanding your client base.
We think you need these skills to ace Self employed mortgage adviser in Somerset
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects your experience as a mortgage adviser. 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:In your application, emphasise your relationship-building and communication skills. We’re looking for someone who puts clients first, so share examples of how you've done this in the past.
Be Clear and Concise:When writing your expression of interest, keep it straightforward. We appreciate clarity, so get straight to the point about why you’re the right fit for us and what you can bring to the table.
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 don’t miss out on any important details about the role!
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 in the past.
✨Demonstrate Your Communication Skills
As a mortgage adviser, strong communication is crucial. Practice explaining complex mortgage concepts in simple terms. During the interview, focus on being clear and engaging, showing that you can build rapport with clients easily.
✨Highlight Your Self-Management Skills
This role requires managing your own diary and workload effectively. Be ready to discuss how you organise your time and prioritise tasks. Sharing examples of how you've successfully managed your workload in the past will demonstrate your ability to thrive in a self-employed environment.
