At a Glance
- Tasks: Build your own client bank and reputation in the mortgage and protection sector.
- Company: Join Trulife Financial, a rapidly growing holistic financial advice firm.
- Benefits: Transparent commission structure, industry-leading training, and dedicated support.
- Other info: Collaborative culture focused on success and personal development.
- Why this job: Be part of an exciting journey with unlimited potential for growth.
- Qualifications: Passion for helping clients and a resilient, determined mindset.
The predicted salary is between 45000 - 45000 £ per year.
Trulife Financial is entering the most exciting stage of its journey, and we’re looking for ambitious Mortgage & Protection Advisers who want to grow with us. This isn’t just another self-employed adviser role. It’s an opportunity to join a business with a clear vision, significant investment and a long-term strategy to become one of the UK’s leading holistic financial advice firms.
As part of The Openwork Partnership, we’re backed by one of the UK’s largest financial advice networks. With continued investment across technology, propositions, adviser support and client experience, we’re combining the strength of the network with our own ambitious growth plans to create something truly special.
At Trulife Financial, we’re investing heavily in our people, technology, marketing and systems to give our advisers every opportunity to build a successful, sustainable business.
What you’ll receive:
- A transparent and rewarding self-employed commission structure
- Industry-leading training focused on generating clients and building a long-term business
- Proven client generation and referral strategies
- Market-leading technology and systems to maximise efficiency
- Dedicated compliance and operational support
- A collaborative, high-performance culture where ambitious people thrive
- The opportunity to develop beyond mortgages into Protection, Wealth Management and Financial Planning as your career evolves
Who we’re looking for:
We’re not looking for average. We’re looking for advisers who are passionate about helping clients, resilient when faced with challenges, and determined to build something exceptional. People who take ownership of their success. People who embrace accountability, continually develop themselves, and are prepared to do what others won’t to achieve what others can’t.
This isn’t a leads-provided role. It’s an opportunity to build your own client bank, your own reputation and your own future, with the backing of a business that’s fully invested in your success.
Why join Trulife Financial?
We’re building more than a mortgage business. We’re building one of the UK’s leading holistic financial advice firms, helping clients with Mortgages, Protection, Wealth Management and Financial Planning throughout every stage of their lives. There has never been a more exciting time to join our journey.
You bring the commitment. We bring the support. Together, we become one team with one vision. We’ll invest in you with industry-leading training, innovative technology, compliance and operational support, proven business development strategies, and a culture that genuinely wants to see you succeed. All we ask is that you bring the passion, resilience, determination and work ethic to make this opportunity a success.
One Team. One Vision. Unlimited Potential.
Self-Employed Mortgage & Protection Adviser employer: Trulife Financial
Trulife Financial is an exceptional employer for self-employed Mortgage & Protection Advisers, offering a unique opportunity to grow within a forward-thinking firm backed by one of the UK's largest financial advice networks. With a strong focus on employee development, industry-leading training, and a collaborative culture, we empower our advisers to build successful, sustainable businesses while enjoying the benefits of cutting-edge technology and dedicated support. Join us at this exciting stage of our journey and unlock your unlimited potential in a thriving environment.
StudySmarter Expert Advice🤫
We think this is how you could land Self-Employed Mortgage & Protection Adviser
✨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 Trulife Financial 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
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 Trulife Financial. 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 Trulife Financial. 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 Trulife Financial
✨Show Off Your Financial Savvy
When you're talking with Trulife Financial, 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 Trulife Financial.
