Kind Wealth
Mortgage Advisor
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
🌟 We’re Hiring: Mortgage Adviser | Kind Wealth
Kind Wealth is growing, and we’re looking for an experienced Mortgage Adviser to join our team. If you’re passionate about helping clients achieve their property goals and delivering exceptional advice, we’d love to hear from you. We offer a very attractive commission scheme for our self-employed advisers.
🔎 About the Role
You’ll provide expert mortgage and protection advice to a wide range of clients — from first-time buyers to home movers and remortgage customers. You’ll work with high-quality leads generated through our introducer partnerships, while also having the freedom to self-generate business.
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.
💼 What You’ll Be Doing
- Offering tailored mortgage & protection recommendations
- Assessing client needs, objectives, and financial positions
- Ensuring full FCA compliance and maintaining accurate client records
- Building long-term client relationships and providing ongoing support
- Working collaboratively with colleagues, introducers, and professional partners
- Supporting business development activities
- Continuing your professional growth through CPD
🌱 What We’re Looking For
- CeMAP (or equivalent) – required
- FCA authorised & regulated – required
- 2+ years’ experience providing mortgage & protection advice
- Strong communication, analytical, and relationship-building skills
- High attention to detail and strong organisational skills
- Experience with CRM systems – desirable
- Experience with high-net-worth clients or the Quilter network – advantageous
Get help with your application
Your very own career expert that helps elevate your application to the next level.
🌍 Working Style
Self-employed: remote
đź“Ś Reporting To
Company Director
🖊️🖊️🖊️ Applications to : Financial Planner & Mortgage Adviser Careers | Kind Wealth 🖊️🖊️🖊️
“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
Location