Self-Employed Mortgage & Protection Adviser in Wideopen

Self-Employed Mortgage & Protection Adviser in Wideopen

Wideopen Freelance 45000 - 55000 £ / year (est.) Home office (partial)
B

At a Glance

  • Tasks: Build strong client relationships and generate your own business in mortgages and protection.
  • Company: Join a growing team backed by HLPartnership, offering support and infrastructure.
  • Benefits: Enjoy flexible self-employment, attractive commissions, and full admin support.
  • Other info: Ideal for ambitious individuals seeking flexibility and growth opportunities.
  • Why this job: Take control of your earnings while building a sustainable business with expert backing.
  • Qualifications: CeMAP qualification or equivalent, experience in mortgage and protection advice.

The predicted salary is between 45000 - 55000 £ per year.

An exciting opportunity has arisen for an experienced Mortgage & Protection Adviser to join an established and growing Appointed Representative of HLPartnership. This role is ideal for an adviser who enjoys building strong client relationships, generating their own business and wants the flexibility and earning potential that comes with a self-employed model.

You will have the opportunity to build and develop your own client bank, while benefiting from additional top-up leads and client opportunities generated through the existing business. With full administration and case management support, you can spend more of your time focusing on advising clients, writing business and developing long-term relationships. You will advise across Mortgages, Protection and General Insurance, giving you the opportunity to support a broad range of client needs and maximise the value of each client relationship.

What’s on offer?

  • Full administration and case management support
  • Additional top-up leads and client opportunities
  • Attractive commission arrangements across Mortgages, Protection, General Insurance and associated fees
  • A flexible self-employed working model
  • The opportunity to develop your own client bank and referral network
  • Support from an established and experienced team
  • The backing and infrastructure of an HLPartnership Appointed Representative
  • The opportunity to build a long-term and sustainable business

About You

We are looking for an experienced Mortgage & Protection Adviser who is commercially driven, client-focused and confident in developing new business.

You Will Ideally Have

  • CeMAP qualification or equivalent
  • CAS status in Mortgages and Protection
  • Experience providing mortgage and protection advice
  • Confidence in self-generating new business
  • A strong commercial mindset and motivation to grow your income
  • Excellent communication and relationship-building skills
  • The ability to work independently within a self-employed environment
  • A clear focus on delivering positive client outcomes

Why consider this opportunity?

This is an opportunity to take greater control of your earning potential and build your own business, while benefiting from the support, infrastructure and experience of an established firm. With administration support and additional lead opportunities available, you can focus your time on generating business, advising clients and building a valuable long-term client bank. If you are an ambitious Mortgage & Protection Adviser looking for greater flexibility, autonomy and the opportunity to grow your own business, we would be pleased to hear from you.

Self-Employed Mortgage & Protection Adviser in Wideopen employer: Bert Burrows Mortgage and Protection Services

Join a dynamic and supportive environment as a Self-Employed Mortgage & Protection Adviser, where you can enjoy the freedom of self-employment while benefiting from full administrative support and a wealth of client opportunities. Our culture fosters strong client relationships and personal growth, allowing you to build a sustainable business with attractive commission arrangements and the backing of an established team. This role is perfect for those seeking flexibility, autonomy, and the chance to maximise their earning potential in a thriving market.

B

Contact Details:

Bert Burrows Mortgage and Protection Services Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Self-Employed Mortgage & Protection Adviser in Wideopen

Tap into Online Freelance Networks

Jump onto platforms like Upwork or Freelancer where finance and accounting gigs pop up all the time. Build a strong profile that showcases your financial controlling expertise, and don’t hesitate to apply for projects that fit your skillset.

Connect with Finance Communities

Join finance-specific groups on LinkedIn or forums like Finance Club. Engage in discussions and share insights to get noticed. This can lead to word-of-mouth recommendations and direct job leads from fellow finance professionals.

Show Off Your Knowledge

Create a public portfolio showcasing your projects or case studies related to financial controlling. Consider writing articles or blogs about finance trends or strategies, which can help establish your credibility and attract new clients.

Leverage Local Meetups

Keep an eye out for finance meetups or workshops in your area. They’re perfect for networking and can often lead to freelance opportunities. Plus, having that face-to-face connection can set you apart from the competition when clients are choosing who to hire.

We think you need these skills to ace Self-Employed Mortgage & Protection Adviser in Wideopen

Communication Skills
Problem-Solving Skills
Adaptability
Time Management
Flexibility
Compassion
Teamwork

Some tips for your application 🫡

Show off your qualifications:In financial controlling, it's essential to highlight your relevant qualifications. Make sure to include any certifications like ACCA or CIMA in your CV, as they particularly catch the eye of hiring managers in this field. It's all about showcasing your expertise!

Portfolio of projects:As a freelancer, your portfolio is your best friend. Include case studies or summaries of past financial projects you've worked on. Clearly outline the challenges you faced, the solutions you implemented, and the outcomes. This not only showcases your skills but also proves your value to potential clients like Bert Burrows Mortgage and Protection Services.

Be clear about your rates:When applying for freelance gigs, it's wise to be upfront about your rates in your application. Clearly stating your hourly or project-based fees can save both you and Bert Burrows Mortgage and Protection Services time down the line. It shows you’re professional and ready to jump into negotiations.

Personalise your application:Don’t just send a generic application to Bert Burrows Mortgage and Protection Services. Tailor your cover letter to include specific examples of how your skills in financial controlling align with their needs. Mention any software tools you're proficient with, like ERP systems or financial modelling tools, that are relevant to the role.

How to prepare for a job interview at Bert Burrows Mortgage and Protection Services

Showcase Your Analytical Skills

In financial controlling, your ability to analyse data is vital. Make sure we highlight specific examples from your previous work where you've utilised analytical tools like Excel or specific forecasting software. The interviewers at Bert Burrows Mortgage and Protection Services will want to see your numbers dance!

Prepare to Discuss Financial Strategies

Expect questions around how you approach financial strategy development. Have a few examples of successful strategies you've implemented in the past, as these can demonstrate your value to Bert Burrows Mortgage and Protection Services. We should also think about discussing risk management, as it'll show you're thinking ahead.

Tailor Your Portfolio for Freelance Success

As a freelancer, your portfolio is your calling card! Let’s make sure it’s packed with case studies that showcase your financial projects, perhaps including any forecasting or budgeting you’ve done for diverse clients. Highlighting your versatility will be key to impressing Bert Burrows Mortgage and Protection Services.

Pitch Your Services Confidently

When working as a freelancer, be prepared to discuss not just your experience but also your rates and value proposition. We need to have a clear idea of how your skills will fit into Bert Burrows Mortgage and Protection Services's needs. Confidence in pitching your worth can go a long way!