CareerStone
Mortgage Advisor
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Self Employed Mortgage Adviser
Cardiff & South Wales
Leads Provided | Whole of Market | Directly Authorised | Remote Working
Build your own business without having to build your own leads. We're recruiting for a highly respected, directly authorised, whole of market mortgage brokerage with an outstanding reputation for customer service and long term client relationships. The business has been built around delivering independent advice and exceptional client outcomes rather than sales targets and micromanagement.
Why This Opportunity Stands Out
Unlike many self employed propositions, you'll receive a steady stream of pre qualified mortgage enquiries from an established client services team. Through relationships with more than 1,400 corporate partners, including many leading FTSE 250 organisations, advisers gain access to a high quality, mass affluent client base across Cardiff and South Wales.
Clients are introduced through employee benefit programmes, mortgage education events, workplace seminars and regular mortgage surgeries held at corporate client sites throughout the region.
What's Included?
- 50% commission on all company generated business
- All leads provided and pre qualified before reaching you
- Dedicated personal administrator
- Fully remote working
- Complete control of your own diary
- No cold calling
- No prospecting
- No KPIs
- No micromanagement
- Adult working environment built on trust and professionalism
- Whole of market proposition
- Directly authorised business
- Regular mortgage surgeries with corporate clients
- Renewal and retention business to re broker and retain
- Additional income opportunities from conveyancing and ancillary services
- Protection opportunities through collaboration with a dedicated specialist team
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
A Customer First Culture
This is a genuinely customer centric organisation where advisers are encouraged to focus on outcomes rather than activity metrics. Rather than spending your days chasing leads, you'll be supported by a highly experienced client services and administration team, allowing you to concentrate on advising clients, building relationships and delivering excellent service.
Earnings Potential
Advisers are typically completing between 15 and 25 cases per month, supported by a dedicated administration function and consistent lead flow. Previous hires have gone on to earn up to £10,000 per month during their first year alone, with significant long term earning potential as their client bank continues to mature.
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Financial Support When You Move
One of the biggest concerns advisers have about moving into self employment is replacing their employed income whilst building a new pipeline. To support advisers through the transition, financial assistance of up to £3,000 per month can be available during the first 3 to 6 months, helping provide stability while cases complete and your pipeline develops.
Who We're Looking For
- CeMAP qualified
- Solid 2 years plus of mortgage advice experience
- Customer focused and relationship driven
- Looking for greater autonomy and flexibility
- Passionate about delivering excellent client outcomes
- Motivated by building a long term business rather than hitting short term KPIs
The Bottom Line
If you've been considering self employment but don't want the uncertainty of generating your own leads, this is a rare opportunity to join a proven, customer focused business that combines:
Whole of Market Advice + Direct Authorisation + Pre Qualified Leads + Dedicated Administration + True Flexibility
Run your own business. Manage your own diary. Focus on clients. We'll take care of the rest.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
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