Impact Financial Services
Mortgage adviser
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Impact Financial Services Limited is a Directly Authorised financial services firm built around a simple principle: give advisers the access, tools and support they need to deliver the right outcomes for their clients.
We provide mortgage, protection and General Insurance solutions, with broad access to lenders, insurers and providers across the UK market. We believe good advice comes from genuine choice, not restricting advisers to a small number of preferred providers.
As a growing firm, we invest in technology, training, compliance support and adviser development, while maintaining a strong Client First culture.
Role Description
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This is a self-employed Mortgage & Protection Adviser opportunity with Impact Financial Services Limited, with flexibility to work from our Peterborough office and remotely.
You will provide mortgage and protection advice to clients, with access to a broad range of lenders, insurers and protection providers.
The role includes:
- Providing mortgage advice across residential, remortgage and Buy-to-Let cases
- Advising on Life Cover, Critical Illness Cover, Income Protection and Business Protection
- Conducting client meetings and comprehensive fact-finds
- Researching and recommending suitable solutions based on individual client needs
- Building and developing your own client portfolio
- Maintaining long-term client relationships and conducting regular reviews
- Maintaining high-quality client records and meeting FCA, Consumer Duty and internal compliance requirements
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As a self-employed adviser, you’ll have the freedom to develop your own business while benefiting from Impact’s technology, compliance and administrative support, training, marketing support and broad market access.
We’re looking for ambitious advisers who want to grow their business while genuinely putting the client first.
Better Advisers. Better Outcomes. Together, We Make an Impact.
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