At a Glance
- Tasks: Lead the mortgage division and build your own client bank with high-net-worth clients.
- Company: Join a well-established IFA firm with a strong reputation and loyal clientele.
- Benefits: Uncapped commission, flexible working hours, and potential for equity in the business.
- Other info: Dynamic team environment with opportunities for growth and leadership.
- Why this job: Combine independence with support from an established brand while making a real impact.
- Qualifications: 3+ years as a mortgage adviser, CeMAP qualified, and strong relationship skills.
The predicted salary is between 50000 - 120000 £ per year.
Mortgage Adviser — Self-Employed (Commission Basis)
NewRoad Financial · Leamington Spa · Self-employed / Commission · £50,000–£120,000+ OTE, genuinely uncapped
The opportunity
We're a well-established, local Independent Financial Advice (IFA) firm with a large and loyal high-net-worth client bank. Our long-standing mortgage adviser is transitioning to wealth advice, and we're looking for an experienced, self-driven mortgage adviser to take over. You'll be working on a fully self-employed basis, controlling your own working hours and cultivating your client bank. We have an office in Leamington Spa and flexible working is welcomed. You'll lead the mortgage proposition, and for the right candidate there's a clear path to head it up entirely, with genuine future equity potential on the table as you build it.
What's on offer
- Tiered commission splits that reward growth — on your own mortgage business, your split rises as you build, up to 77.5%, with essential business operating costs covered. The threshold you finish the year on is where you start the next, so we back consistent producers rather than resetting you each year.
- Start-up support — for the right candidate, a commission advance may be available to ease the transition, negotiated individually.
- A warm pipeline of high-net-worth referrals — a regular flow of introductions from our wealth advisers on a supported split, on top of the business you generate yourself.
- Full ownership of the clients you introduce — mortgage clients you bring to NewRoad remain yours, with no non-solicit period if you ever move on.
- A real seat at the table — the opportunity to lead the mortgage division and, in time, share in the equity of the business you help grow.
- The support of an established IFA brand — credibility, infrastructure, and a quality client base behind you, with the autonomy of a self-employed adviser in front of you.
About you
- 3+ years' experience as a mortgage adviser, with a proven track record of generating your own business.
- CeMAP qualified (or equivalent), ideally already holding Competent Adviser Status (CAS).
- Comfortable advising high-net-worth clients and confident handling more complex cases.
- Self-motivated and entrepreneurial — you treat the role as your own business and want to build something.
- Strong relationship skills, a professional manner, and the ambition to step up and lead.
Why join us
You'll be joining a dynamic and enthusiastic team where client outcomes are at the forefront of everything we do. We're growing quickly with big ambition, making this a great opportunity to come on that journey. If you've got the experience and the appetite to lead, this is a chance to combine the independence of self-employment with the security, brand, and client base of an established firm — and to genuinely build towards equity.
How to apply
To apply or have a confidential conversation, send your CV to enquiries@newroadfinancial.co.uk.
NewRoad Financial is committed to equal opportunities and welcomes applications from all suitably qualified candidates.
Mortgage Broker in Royal Leamington Spa employer: NewRoad Financial Planning
NewRoad Financial is an exceptional employer for mortgage advisers, offering a unique blend of independence and support in the vibrant town of Leamington Spa. With uncapped commission potential, a warm pipeline of high-net-worth referrals, and the opportunity to lead the mortgage division, you can truly build your own business while benefiting from the credibility of an established IFA brand. Join a dynamic team that prioritises client outcomes and fosters growth, making it an ideal place for ambitious professionals seeking meaningful and rewarding employment.
Contact Details:
NewRoad Financial Planning Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Broker in Royal Leamington Spa
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We think you need these skills to ace Mortgage Broker in Royal Leamington Spa
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