Mortgage & Protection Adviser in Portsmouth

Mortgage & Protection Adviser in Portsmouth

Portsmouth Freelance 50000 - 70000 ÂŁ / year (est.) Home office possible
FIRST 4 MORTGAGES LIMITED

At a Glance

  • Tasks: Build your own advisory business while providing mortgage and protection advice to clients nationwide.
  • Company: Join a trusted Essex firm with a strong national presence and support.
  • Benefits: Enjoy uncapped earning potential, competitive commission splits, and full autonomy.
  • Other info: Work remotely and connect with clients across the UK.
  • Why this job: Experience the freedom of self-employment with the backing of a reputable network.
  • Qualifications: CeMAP qualified with at least one year of advising experience.

The predicted salary is between 50000 - 70000 ÂŁ per year.

Self‑Employed Mortgage & Protection Adviser opportunity with First4Mortgages, a trusted independent mortgage brokerage headquartered in Essex, delivering whole‑of‑market mortgage and protection advice to clients across the UK.

This is a genuine self‑employed adviser role, allowing you to build your own business while operating under the First4Mortgages brand and the wider Quilter network framework. You will benefit from:

  • The ability to work with clients anywhere in the UK
  • A strong Essex head office presence for support when needed
  • Access to whole‑of‑market mortgages and protection solutions
  • The compliance strength and governance of Quilter Financial Planning Network

Earnings & Business Structure:

  • Self‑Employed Basis
  • Highly competitive commission splits
  • Uncapped earning potential
  • Transparent cost structure

You remain in control of how you grow your business, with the reassurance of an established framework behind you.

About First4Mortgages: First4Mortgages is a well‑respected mortgage and protection firm based in Essex, with a team holding over 50 years of combined industry experience. The business is built on friendly, uncomplicated advice, long‑term client relationships, whole‑of‑market sourcing, and high advice and service standards.

As part of the Quilter Financial Planning Network, advisers benefit from:

  • A well‑established national network
  • Robust compliance oversight and regulatory support
  • Access to market‑leading technology and systems
  • Credibility and reassurance for clients
  • Ongoing professional support and governance

This structure allows advisers to focus on quality advice and business growth, with confidence that regulation, compliance, and best practice are fully supported.

Who We’re Looking For:

  • CeMAP qualified
  • CAS status achieved
  • 1+ year advising experience
  • Competent across mortgages and life/protection advice
  • Comfortable advising clients remotely across the UK
  • Entrepreneurial, professional, and client‑focused

Location: UK‑based

Mortgage & Protection Adviser in Portsmouth employer: FIRST 4 MORTGAGES LIMITED

First4Mortgages is an exceptional employer for self-employed Mortgage & Protection Advisers, offering the freedom to operate nationally while being supported by a reputable Essex-based firm and the Quilter network. With a strong emphasis on autonomy, competitive commission structures, and access to comprehensive resources, advisers can thrive in a collaborative yet independent environment that prioritises professional growth and client satisfaction.
FIRST 4 MORTGAGES LIMITED

Contact Detail:

FIRST 4 MORTGAGES LIMITED Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage & Protection Adviser in Portsmouth

✨Tip Number 1

Network like a pro! Get out there and connect with other professionals in the mortgage and protection industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. The more people you know, the more opportunities will come your way.

✨Tip Number 2

Showcase your expertise! Create content that highlights your knowledge in mortgages and protection advice. Whether it’s blog posts, videos, or social media updates, let potential clients see what you can offer. This builds trust and positions you as a go-to adviser.

✨Tip Number 3

Leverage our platform! Apply through our website to access exclusive resources and support. We’re here to help you grow your advisory business, so take advantage of everything we offer to make your job search easier and more effective.

✨Tip Number 4

Follow up after interviews! Don’t just leave it at the interview; send a thank-you email to express your appreciation for the opportunity. It shows professionalism and keeps you fresh in their minds, which can make all the difference in landing the job.

We think you need these skills to ace Mortgage & Protection Adviser in Portsmouth

CeMAP Qualification
CAS Status
Advising Experience
Mortgage Knowledge
Life Insurance Knowledge
Protection Advice
Remote Client Advising
Entrepreneurial Mindset
Client-Focused Approach
Compliance Knowledge
Regulatory Understanding
Business Development Skills
Communication Skills
Relationship Management

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experience that match the Mortgage & Protection Adviser role. Highlight your CeMAP qualification, advising experience, and any relevant achievements to show us you're the right fit.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about mortgage and protection advice, and how your entrepreneurial spirit aligns with our values at First4Mortgages.

Showcase Your Remote Working Skills: Since this role is fully remote, let us know how you manage your time and communicate effectively with clients. Share examples of how you've successfully advised clients from a distance in the past.

Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your details and get the ball rolling on your journey with First4Mortgages!

How to prepare for a job interview at FIRST 4 MORTGAGES LIMITED

✨Know Your Stuff

Make sure you brush up on your mortgage and protection knowledge. Understand the whole-of-market options available and be ready to discuss how you can provide tailored advice to clients. This will show that you're not just qualified, but also passionate about helping clients find the best solutions.

✨Showcase Your Experience

Prepare to share specific examples from your previous advising roles. Highlight your successes, particularly in building client relationships and navigating complex cases. This will demonstrate your capability and give the interviewers confidence in your ability to thrive in a self-employed role.

✨Emphasise Your Independence

Since this role is self-employed, it's crucial to convey your entrepreneurial spirit. Talk about how you've successfully managed your own business or client portfolio in the past. Discuss your strategies for client acquisition and retention, as well as how you plan to grow your advisory business under the First4Mortgages brand.

✨Ask Insightful Questions

Prepare thoughtful questions about the support and resources available through the Quilter network. Inquire about their compliance processes and how they help advisers maintain high standards. This shows that you're serious about the role and keen to understand how you can leverage their infrastructure to succeed.

Mortgage & Protection Adviser in Portsmouth
FIRST 4 MORTGAGES LIMITED
Location: Portsmouth

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