At a Glance
- Tasks: Provide tailored mortgage advice and manage client applications from start to finish.
- Company: Established financial services firm offering a flexible, remote work environment.
- Benefits: Uncapped earnings potential, flexible hours, and admin support provided.
- Other info: Opportunity for career growth and a chance to earn referral bonuses.
- Why this job: Enjoy the freedom of self-employment while making a real impact on clients' financial goals.
- Qualifications: CeMAP qualification and previous experience as a Mortgage Advisor required.
The predicted salary is between 45000 - 75000 £ per year.
Lloyd Recruitment Services are working with a well-established financial services firm now seeking a Self-Employed Mortgage Advisor to join their growing team. This is an ideal opportunity for an experienced, qualified advisor who thrives working independently while enjoying the flexibility of a home-based setup.
What's on Offer:
- Self-employed position with uncapped earning potential
- OTE £75,000+
- Fully remote working - must be UK based due to ad hoc travel to the office
- Leads provided and admin support available
- Access to a wide panel of lenders and protection providers
- Flexible working hours - you're in control
The Role:
You’ll provide tailored mortgage and protection advice to a range of clients, guiding them from initial enquiry through to application. With strong communication skills and a client-first mindset, you’ll ensure each individual receives clear, honest, and expert advice to support their financial goals.
Key Responsibilities:
- Advising clients on suitable mortgage and protection products
- Managing end-to-end applications with lenders and insurers
- Maintaining up-to-date knowledge of market trends and compliance regulations
- Working toward agreed income targets through proactive lead follow-up
- Delivering outstanding customer service to encourage repeat business and referrals
What We’re Looking For:
- CeMAP (or equivalent) qualification (essential)
- Previous experience as a Mortgage Advisor
- Proven ability to manage your own caseload
- Strong knowledge of current mortgage and protection products
- Motivated, proactive and able to work independently
- Excellent communication and relationship-building skills
How to Apply:
If you meet the requirements and are interested in this opportunity, please submit your CV and a cover letter outlining your experience and suitability for the role.