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For Companies At a Glance
- Tasks: Provide expert mortgage and protection advice while managing cases from start to finish.
- Company: Join a fast-growing, independent brokerage with strong national lead sources.
- Benefits: Enjoy competitive commission rates, equity participation, and compliance support.
- Why this job: Experience the freedom of self-employment with reliable leads and growth opportunities.
- Qualifications: Minimum two years' mortgage advisory experience and FCA eligibility required.
- Other info: Transparent remuneration and long-term value through equity participation.
The predicted salary is between 36000 - 60000 £ per year.
HL Partnership Mortgage & Protection Network is recruiting experienced, self-employed mortgage advisers on behalf of a new fast growing Appointed Representative. This opportunity is ideal for advisers who want to remain independent, access a strong national estate-agency lead source, and participate in the long-term growth of a modern brokerage. Reliable, high-volume lead sources are normally exclusive to corporate PAYE models. This offers self-employed advisers a rare chance to enjoy the freedom of independence and ownership, while still benefiting from a proven, consistent lead flow. The business is led by a founder with over 25 years’ experience in mortgage advice and estate-agency-aligned distribution, including having held board-level responsibility for one of the UK’s largest mortgage services operations.
The Role
- Provide compliant mortgage and protection advice
- Manage cases from enquiry to completion
- Maintain accurate CRM records in line with HL Partnership requirements
- Build relationships with estate agency introducers
- Operate in line with FCA, HL Partnership, and AR compliance standards
Requirements
- Minimum two years’ mortgage advisory experience
- Eligible for FCA approval as a Registered Individual
- Strong compliance awareness
- Comfortable in a self-employed role
Remuneration
- Self-Generated Business: 75% broker and procuration fees, 80% protection and GI commission
- Introduced Business: 55% across broker, procuration, protection, and GI
- Monthly membership fee: £99 (first 6 months free)
- Guarantee (Subject to Eligibility): £3,000 per month for the first 6 months, Top-up if earnings fall below the guarantee, Unearned guarantee recoverable from month 7
Equity Participation
- Equity participation available
- Initial and performance-based share awards
- Governed by a separate shareholder agreement
Why Join
- Transparent remuneration
- HL Partnership compliance support
- Long-term value through equity participation
For more information or if you want to apply for this role, please email Adella Mulla at adella.mulla@hlpartnership.co.uk
Mortgage & Protection Advisor in Swansea employer: HLPartnership
Contact Detail:
HLPartnership Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage & Protection Advisor in Swansea
✨Tip Number 1
Network like a pro! Get out there and connect with other mortgage advisers and estate agents. Building relationships can lead to referrals and insider info about job opportunities that might not be advertised.
✨Tip Number 2
Showcase your expertise! Create a personal brand on social media or professional platforms. Share insights, tips, and success stories related to mortgage advice to attract potential clients and employers.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios you might face as a Mortgage & Protection Advisor. Be ready to discuss your compliance knowledge and how you manage client relationships.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to reach out directly.
We think you need these skills to ace Mortgage & Protection Advisor in Swansea
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to highlight your mortgage advisory experience and compliance awareness. We want to see how your skills align with the role, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this self-employed role. Share your passion for providing compliant mortgage and protection advice and how you can contribute to our growth.
Showcase Your Compliance Knowledge: Since compliance is key in this role, make sure to mention any relevant experience or training you have. We’re looking for someone who operates in line with FCA standards, so let us know how you’ve done this in the past!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get you on the path to joining our team of independent advisers!
How to prepare for a job interview at HLPartnership
✨Know Your Stuff
Make sure you brush up on your mortgage and protection knowledge. Be ready to discuss compliance standards and how you've managed cases in the past. This role requires a solid understanding of FCA regulations, so be prepared to demonstrate your expertise.
✨Showcase Your Independence
Since this position is self-employed, highlight your ability to work independently. Share examples of how you've successfully managed your own client base and built relationships with estate agency introducers. This will show that you're not just a good adviser, but also a self-starter.
✨Be Ready for Scenario Questions
Expect questions that put you in real-life scenarios. For instance, how would you handle a difficult client or a compliance issue? Practising these types of questions can help you articulate your thought process and decision-making skills effectively.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company and its growth plans. This shows your interest in the role and helps you gauge if the company aligns with your career goals. Ask about their lead sources and how they support advisers in achieving success.
