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Mortgage Advisor
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Self-Employed Mortgage Adviser
đź“Ť Oxfordshire / Hybrid or Remote
đź’° 50% split on supplied leads | 75% on self-generated business
An established and growing mortgage brokerage is looking for a CeMAP-qualified Mortgage Adviser to join the business on a self-employed basis.
This is a strong opportunity for an adviser who wants the earning potential and flexibility of self-employment without having to build their entire pipeline from scratch.
The business has an extensive existing client bank, including 90 clients already due for remortgage advice in 2027, alongside additional leads generated by the company.
Role
You’ll advise clients across residential and buy-to-let mortgages, managing relationships from the initial conversation through to completion.
You’ll have access to an established client bank and company-generated leads, while also being encouraged to develop your own relationships and generate additional business.
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Experienced advisers can work remotely. For someone earlier in their advising career, there is a preference for you to be based within reasonable travelling distance of Chinnor, Oxfordshire, allowing for closer support and development.
Responsibilities
- Advise clients on residential and buy-to-let mortgage options
- Manage cases from initial consultation through to completion
- Work closely with the case management team to deliver an excellent client experience
- Follow up consistently with existing and prospective clients
- Maintain an accurate and well-managed pipeline
- Develop your own network and generate new business
- Build long-term relationships that lead to repeat and referral business
What We’re Looking For
- CeMAP qualified
- At least 1 year of experience providing mortgage advice
- Experience across residential and buy-to-let mortgages
- Strong communication and client relationship skills
- Organised and comfortable managing an active pipeline
- Commercially driven with the desire to develop your own business
- A genuine focus on delivering excellent client service
- No previous removal from a lender panel
- No outstanding complaints relating to mortgage advice
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Package
- 50/50 income split on company-provided leads
- Full admin support included on company-provided business
- 75/25 split in your favour on self-generated business
- Admin support available for self-generated cases for an additional 5% deduction
- No adviser fees to pay
- Laptop provided
- Phone system provided
- Established existing client bank
- 90 remortgage clients already due in 2027
- Additional company-generated leads
- Full training on the brokerage's client journey and processes
- Remote working available for experienced advisers
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