At a Glance
- Tasks: Provide tailored mortgage and protection advice while managing cases end-to-end.
- Company: Dynamic mortgage advisory firm with a supportive local office.
- Benefits: Enjoy hybrid working, warm leads, and uncapped earnings potential.
- Other info: Ongoing training and admin support to help you succeed.
- Why this job: Gain flexibility and autonomy in your career while making a real impact.
- Qualifications: Minimum 2 years’ experience as a UK Mortgage Advisor required.
The predicted salary is between 50000 - 70000 £ per year.
We’re seeking an experienced Mortgage & Protection Advisor to join our growing team as an Appointed Representative that is based in Sunderland. This hybrid self-employed role offers the freedom to manage your own schedule, supported by a local office, warm leads, and admin/marketing assistance. Ideal for advisers with at least 2 years’ experience in the UK mortgage market (whole-of-market preferred), who want flexibility, autonomy, and strong earning potential.
Responsibilities
- Provide mortgage and protection advice tailored to individual client needs
- Work across residential, buy-to-let, and (optionally) specialist lending
- Source from a broad panel of lenders and manage cases end-to-end
- Maintain compliance with FCA regulations
- Build strong client and introducer relationships
What We Offer
- Warm leads from established introducers
- Hybrid working: local office support + remote flexibility
- Admin and marketing support to maximise your time and income
- Ongoing training and compliance support
- Uncapped earnings via competitive commission split
Requirements
- Minimum 2 years’ experience as a UK Mortgage Advisor
- CeMAP (or equivalent) and CAS status
- Strong product knowledge and client service skills
- Motivated, organised, and comfortable working independently
If you are interested in this position, please fill out the form and attach your CV.
Self-Employed Mortgage & Protection Adviser (Hybrid) employer: HL Partnership
Join a dynamic team in Sunderland as a Self-Employed Mortgage & Protection Adviser, where you can enjoy the perfect blend of autonomy and support. With access to warm leads, comprehensive admin and marketing assistance, and ongoing training, you'll have the tools to maximise your earning potential while maintaining a flexible work-life balance. Our culture fosters independence and professional growth, making it an ideal environment for experienced advisers looking to thrive in the UK mortgage market.
StudySmarter Expert Advice🤫
We think this is how you could land Self-Employed Mortgage & Protection Adviser (Hybrid)
✨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 for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Self-Employed Mortgage & Protection Adviser (Hybrid)
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. 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. 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
✨Show Off Your Financial Savvy
When you're talking with HL Partnership, 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.
