Mortgage & Protection Adviser in Wakefield

Mortgage & Protection Adviser in Wakefield

Wakefield Full-Time 50000 - 70000 ÂŁ / year (est.) No home office possible
FIRST 4 MORTGAGES LIMITED

At a Glance

  • Tasks: Build your own advisory business while providing mortgage and protection advice across the UK.
  • Company: First4Mortgages, a trusted Essex-based mortgage brokerage with national reach.
  • Benefits: Self-employed role with uncapped earnings, strong support, and flexible working.
  • Other info: Join a supportive team with over 50 years of combined industry experience.
  • Why this job: Enjoy autonomy in your work while benefiting from a reputable brand and network.
  • Qualifications: CeMAP qualified with at least 1 year of advising experience.

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

Self‑Employed Mortgage & Protection Adviser opportunity with First4Mortgages, a trusted Essex firm and part of the Quilter network. This role allows you to grow your advisory business anywhere in the UK while benefiting from the infrastructure, compliance, and credibility of the Quilter Financial Planning Network.

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

Your business is not geographically restricted, whether your clients are local, regional, or national.

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
  • 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

Why Join First4Mortgages?

  • UK‑wide client capability
  • Recognised Essex brand with national reach
  • Strong admin & compliance infrastructure
  • Quilter network backing
  • Flexible, adviser‑led culture

Interested in a confidential discussion? Email your CV or enquiry.

Mortgage & Protection Adviser in Wakefield 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 flexible, adviser-led culture, competitive commission structures, and robust compliance support, you can grow your business with confidence and enjoy uncapped earning potential in a friendly and professional environment.
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 Wakefield

✨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. Building relationships can lead to referrals and new clients!

✨Showcase Your Expertise

Create content that highlights your knowledge in mortgages and protection. Whether it’s blog posts, videos, or social media updates, sharing valuable insights can position you as a go-to adviser. Plus, it’s a great way to attract potential clients!

✨Leverage Technology

Use tech tools to streamline your processes and enhance client interactions. From CRM systems to virtual meeting platforms, having the right tech can make you more efficient and help you provide top-notch service to your clients.

✨Apply Through Us!

If you’re ready to take the plunge, apply through our website! We’re here to support you every step of the way as you build your advisory business with First4Mortgages. Let’s get started on this exciting journey together!

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

CeMAP Qualification
CAS Status
Mortgage Advisory Skills
Protection Advisory Skills
Client Relationship Management
Remote Client Advising
Entrepreneurial Mindset
Professionalism
Compliance Knowledge
Regulatory Understanding
Market Knowledge
Communication Skills
Business Development Skills
Technology Proficiency

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experience that match what we're looking for. Highlight your CeMAP qualification, CAS status, and any relevant advising experience 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 want to join First4Mortgages and how your entrepreneurial spirit aligns with our values. Keep it friendly and professional!

Showcase Your Remote Working Skills: Since this role is fully remote, it's important to demonstrate your ability to work independently. Share examples of how you've successfully advised clients remotely in the past to give us confidence in your capabilities.

Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you get the attention you deserve. We can't wait to hear from you!

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 competence and give the interviewers confidence in your ability to thrive in a self-employed role.

✨Emphasise Your Entrepreneurial Spirit

Since this role is self-employed, it's crucial to convey your entrepreneurial mindset. Discuss how you plan to grow your advisory business and how you’ll leverage the support from First4Mortgages and the Quilter network. Show them you’re ready to take initiative and drive your success.

✨Ask Insightful Questions

Prepare thoughtful questions about the company culture, support systems, and growth opportunities within First4Mortgages. This not only shows your interest in the role but also helps you gauge if the company aligns with your professional goals and values.

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

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