At a Glance
- Tasks: Grow your own mortgage advisory business while delivering top-notch client service.
- Company: Family-run financial advisory firm with a supportive and collaborative culture.
- Benefits: Competitive earnings split, marketing support, and flexible working arrangements.
- Other info: Enjoy office space, admin support options, and a professional team environment.
- Why this job: Join a team that values trust, loyalty, and hard work while building your own success.
- Qualifications: Experienced adviser with CeMAP (or equivalent) and a growing client bank.
The predicted salary is between 49500 - 60500 £ per year.
Grow Your Business With a Firm That Backs You
We're a successful, family-run independent financial advisory firm looking for an experienced Self-Employed Mortgage & Protection Adviser to join our growing team.
This opportunity is designed for an adviser who has an existing or growing client bank and is looking for a professional, collaborative environment with the freedom to run their business, attractive earnings, and the support of an established firm.
- Our Core Values
- Trustworthy & Fair
- Reliable & Loyal
- Relentless & Hardworking
The Role
You'll be responsible for developing and growing your own business while delivering exceptional mortgage and protection advice.
Your responsibilities will include
- Building on your existing client relationships and generating new business through referrals and networking.
- Providing expert mortgage and protection advice tailored to each client's needs.
- Managing cases from enquiry through to completion.
- Explaining products and recommendations clearly, ensuring clients can make informed decisions.
- Delivering an outstanding customer experience that encourages repeat business and long-term client relationships.
- Keeping up to date with market trends, lender criteria and regulatory requirements.
About You
We're looking for someone who
- Is an experienced Self-Employed Mortgage & Protection Adviser with an established or growing client bank.
- Holds Ce MAP (or equivalent), ideally with CAS status.
- Has a proven track record of self-generating business and achieving strong results.
- Is confident managing their own pipeline and workload.
- Has excellent knowledge of mortgage and protection products.
- Is professional, proactive and passionate about delivering exceptional client service.
Pre-employment requirements
- Legal right to live and work in the UK.
- Satisfactory credit check prior to onboarding.
What We Offer
- A highly competitive earnings split, allowing you to maximise your income.
- The freedom to build and develop your own business while benefiting from the backing of an established independent firm.
- Proven systems to streamline case progression.
- FCA-compliant frameworks and ongoing regulatory guidance.
- Office and desk space in Stockton, with dedicated client meeting facilities.
- Optional admin support available on a pay-as-you-go or agreed fee basis, allowing you to tailor the level of support to your business needs.
- Marketing support to help raise your profile and grow your business.
- Free on-site parking.
- A collaborative, professional team culture where experienced advisers work together, share ideas and support each other's success.
- Who This Role Suits
This role is ideal for an established adviser who is already generating their own business and wants a better long-term home for it.
If you're looking for stronger earning potential, the backing of an experienced firm, and the opportunity to collaborate with like-minded professionals, while retaining the flexibility of self-employment, we'd love to hear from you.
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Self Employed Mortgage Advisor employer: Holistic Mortgage & Protection
Join a thriving family-run independent financial advisory firm that prioritises your growth and success as a Self-Employed Mortgage & Protection Adviser. With a collaborative work culture, competitive earnings, and the freedom to manage your own business, you'll benefit from proven systems and marketing support while working alongside experienced professionals in Stockton. Enjoy the flexibility of self-employment with the backing of a trusted firm that values trustworthiness, reliability, and hard work.
Contact Details:
Holistic Mortgage & Protection Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Self Employed Mortgage Advisor
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Join finance-specific groups on LinkedIn or forums like Finance Club. Engage in discussions and share insights to get noticed. This can lead to word-of-mouth recommendations and direct job leads from fellow finance professionals.
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We think you need these skills to ace Self Employed Mortgage Advisor
Some tips for your application 🫡
Show off your qualifications:In financial controlling, it's essential to highlight your relevant qualifications. Make sure to include any certifications like ACCA or CIMA in your CV, as they particularly catch the eye of hiring managers in this field. It's all about showcasing your expertise!
Portfolio of projects:As a freelancer, your portfolio is your best friend. Include case studies or summaries of past financial projects you've worked on. Clearly outline the challenges you faced, the solutions you implemented, and the outcomes. This not only showcases your skills but also proves your value to potential clients like Holistic Mortgage & Protection.
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How to prepare for a job interview at Holistic Mortgage & Protection
✨Showcase Your Analytical Skills
In financial controlling, your ability to analyse data is vital. Make sure we highlight specific examples from your previous work where you've utilised analytical tools like Excel or specific forecasting software. The interviewers at Holistic Mortgage & Protection will want to see your numbers dance!
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As a freelancer, your portfolio is your calling card! Let’s make sure it’s packed with case studies that showcase your financial projects, perhaps including any forecasting or budgeting you’ve done for diverse clients. Highlighting your versatility will be key to impressing Holistic Mortgage & Protection.
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When working as a freelancer, be prepared to discuss not just your experience but also your rates and value proposition. We need to have a clear idea of how your skills will fit into Holistic Mortgage & Protection's needs. Confidence in pitching your worth can go a long way!
