Kallo Finance
Mortgage Advisor
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Company Description
Kallo Finance is a growing mortgage and protection advisory business operating with the support of the Sesame Network. We are building a professional team of Mortgage and Protection Advisers who want to develop their own client base and build a long-term advisory business, while benefiting from structured training, mentoring, compliance support and established professional systems.
We work across residential and Buy-to-Let mortgages, as well as protection, with access to a broad range of lenders and providers through the Sesame Network. Our approach is based on professionalism, client-focused advice, continuous development and long-term relationships.
Role Description
This is a fully home-based, self-employed Mortgage and/or Protection Adviser opportunity. Advisers can work remotely from home, using fully online systems and digital processes to manage their clients and cases.
The role offers the flexibility and independence of working from home, combined with the support of an experienced team. Advisers receive ongoing mentoring, training and professional support through online systems and regular communication, with no requirement to work from a physical office.
Advisers are responsible for managing their own clients and cases from initial enquiry through to completion and ongoing aftercare. This includes conducting client consultations and fact finds, gathering documentation, researching and recommending suitable mortgage or protection solutions, submitting applications, managing cases, liaising with lenders and providers, maintaining accurate records and meeting compliance requirements.
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We do not guarantee a ready-made client bank. Instead, we support advisers in developing their own client base through referrals, marketing, networking and long-term relationship building.
For newly qualified or less experienced advisers, we provide structured training, joint case reviews, system training and ongoing dedicated mentoring, with support towards achieving Competent Adviser Status (CAS) and beyond.
For experienced advisers, the opportunity offers the ability to build your own business while retaining the support of the Kallo Finance team and Sesame Network.
Qualifications & Skills
Mortgage Advisers must hold the relevant professional mortgage advice qualification required to advise on mortgages.
Protection Advisers should have the relevant experience and/or qualifications appropriate to the products they advise on.
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Newly qualified advisers and candidates developing their advisory career are welcome to apply, subject to the relevant qualification requirements.
Previous experience in mortgage, protection or financial services is advantageous.
- Strong client-facing, communication and relationship-building skills.
- Professional, reliable and client-focused approach.
- Strong attention to detail and commitment to FCA and compliance requirements.
- Good organisational skills and the ability to manage multiple client cases.
- Comfortable working with digital systems, CRM tools and lender/provider platforms.
- Willingness to learn, develop and take responsibility for your own cases and client relationships.
- Ability to work independently while contributing positively to a supportive team environment.
- A genuine interest in building a long-term advisory business and client base.
Interested in joining Kallo Finance?
If you’re interested in finding out more, we’d love to hear from you.
📧 Email: robertmezosi@kallofinance.co.uk
💬 LinkedIn: Send me a direct message
📱 WhatsApp: 074-608-45364
Let’s have an informal conversation and see if Kallo Finance could be the right fit for you.
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