At a Glance
- Tasks: Advise high net worth clients on mortgages and protection with warm, pre-booked appointments.
- Company: Established Appointed Representative of HL Partnership in the mortgage and healthcare sector.
- Benefits: Flexible self-employed role with full lead support and excellent earning potential.
- Other info: Opportunity to build a strong pipeline and earn £150,000+ in your first year.
- Why this job: Focus on advising clients without the stress of generating your own leads.
- Qualifications: CAS in Mortgages & Protection and minimum 2 years' experience required.
The predicted salary is between 135000 - 165000 £ per year.
About the job
Location: UK
Employment Type: Self-Employed
Industry: Mortgages & Protection / Healthcare
Potential Earnings Y1 - £150,000+
The Opportunity
We are currently recruiting for an experienced Mortgage & Protection Adviser to join an established Appointed Representative of HL Partnership. This is an exciting opportunity for an adviser looking to grow their earnings without the pressure of having to constantly generate their own business. You will be provided with 100% warm, pre-booked appointments, giving you the opportunity to focus on what you do best - advising clients and writing business. The client base consists of High Net Worth clients within the healthcare sector, offering the opportunity to work on quality leads with strong case values and excellent earning potential.
What's on Offer?
- Full lead support - no requirement to self-generate
- All leads are warm and pre-booked appointments
- Access to HNW clients within the healthcare sector
- Full administration support, allowing you to focus on advising
- A quality lead source with excellent conversion opportunities
- Flexible self-employed working arrangement
- Opportunity to build a strong and consistent pipeline of business
- Superior earning potential, it is expected that this role will service 10-15 clients per week, resulting in excellent earning potential for the correct individual
- Potential commission advance in the first 6 months to support a lack of banking in the early months
About You
We are looking for an experienced Mortgage & Protection Adviser who can demonstrate a strong track record in both mortgage and protection advice. You will ideally have:
- CAS in both Mortgages & Protection
- CeMAP qualification or equivalent
- Minimum 2 years' experience as a Mortgage & Protection Adviser
- Proven experience and a strong track record of Protection conversion
- Experience dealing with HNW clients would be advantageous
- Excellent communication and relationship-building skills
- A professional, client-focused approach
- The ability to manage your own pipeline and convert warm appointments into quality business
Why Consider This Opportunity?
This role is ideal for an adviser who is good at advising but doesn't want to spend their time prospecting for business. With warm, pre-booked appointments, a HNW healthcare client base and full admin support behind you, you can concentrate on converting quality opportunities and maximising your earning potential. If you're an experienced Mortgage & Protection Adviser looking for a genuinely lead-supported self-employed opportunity, we'd love to hear from you.
Mortgage Broker employer: HL Partnership Limited
HL Partnership (HLP) is an exceptional employer that fosters a dynamic and supportive work culture, perfect for ambitious individuals looking to make a significant impact in the mortgage and protection industry. With a focus on employee growth, HLP offers tailored development opportunities and a competitive salary package, including a car allowance and bonus structure, ensuring that you are well-equipped to thrive in your role as Recruitment Manager. The flexibility of home-based work combined with UK-wide travel allows for a unique work-life balance, making HLP an attractive choice for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Broker
✨Show Off Your Expertise Online
In the banking and financial services world, sharing your insights on platforms like LinkedIn can really set you apart. Write articles about market trends or finance tips, and engage in discussions in relevant groups. This not only boosts your visibility but also highlights your knowledge to potential clients.
✨Join Freelance Platforms and Networking Events
Freelancing in finance can be competitive, so make sure you're on platforms like Upwork or Fiverr, specifically targeting finance gigs. Also, look for finance networking events or webinars to connect with small businesses that might need your services. Meeting people face-to-face (or online) can score you those elusive freelance contracts.
✨Build a Stunning Portfolio
Since you're going freelance, having a solid portfolio is a must. Showcase your previous work, such as reports or analyses, and consider using case studies to highlight your approach. The more you can demonstrate your skills, the easier it is for clients to trust you with their finances.
✨Direct Outreach is Key
For freelance gigs, don't wait for opportunities to come to you. Identify companies or startups that align with your skills and reach out directly. A personalised message introducing yourself and proposing how you could add value can go a long way. Plus, keep an eye on HL Partnership Limited for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Mortgage Broker
Some tips for your application 🫡
Showcase Your Financial Savvy:When applying for a freelance role in banking and financial services, we need to see your expertise front and centre! Mention specific financial regulations or tools you've mastered, and feel free to include your relevant qualifications, like CFA or ACCA, to bolster your credibility.
Build a Stellar Portfolio:Since this is a freelance gig, your portfolio is your ticket to impressing us at HL Partnership Limited. Include examples of past projects you've completed—think financial analyses, investment reports, or forecasting models. Be sure to highlight the results you achieved!
Tailor Your Rates and Availability:We want to see that you're flexible and can align with our needs. Clearly outline your freelance rates, availability for projects, and whether you're open to long-term collaborations or just ad-hoc gigs. This makes it easier for us to understand how we can work together!
Craft a Compelling Cover Letter:In your cover letter, express not just your skills, but also why you're excited about joining HL Partnership Limited. Share your passion for financial services and how you plan to tackle challenges in this sector. This is your chance to connect on a personal level—make it count!
How to prepare for a job interview at HL Partnership Limited
✨Show Off Your Financial Savvy
When you're talking with HL Partnership Limited, make sure to highlight your experience with financial modelling, risk assessment, or portfolio management. Freelance work often requires a good level of financial literacy, so prepare to discuss any relevant tools you've used, whether it's Excel or specific financial software.
✨Bring Your Portfolio to Life
A freelance role means you’ll want to showcase your previous work effectively. Put together a portfolio that not only highlights your projects but also demonstrates the outcomes - think case studies or success stories that showcase how your financial skills made a difference for past clients.
✨Know Your Regulations and Compliance
In the banking and financial services world, understanding compliance and regulations is crucial. Make sure you’re up to date with the latest standards as they relate to your expertise. Be prepared for specific questions about how you've navigated these in past roles or how you'd approach potential compliance challenges.
✨Be Ready to Discuss Your Rates and Availability
As a freelancer, the topic of rates and availability can come up early on. Be clear about what you offer and how you charge. It might also help to have a few examples in mind where your expertise saved someone money or improved efficiency to justify your rates to HL Partnership Limited.
