HLPartnership
Mortgage And Protection Adviser

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Mortgage & Protection Adviser
Liverpool | Employed or Self-Employed
An established estate agency relationship. A strong pipeline of opportunity. A chance to build something of your own.
An established Appointed Representative of HL Partnership is looking to appoint an experienced Mortgage & Protection Adviser to service an established Liverpool-based estate agency.
This is an opportunity for an adviser who wants to combine the support and structure of an established business with the opportunity to build strong relationships, develop their own client bank and grow their income.
Reasons to use Rodeo
I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?
Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.
Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.
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.
Graduate Consultant — 2026 Scheme
Why you're a good match
StrongYour economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.
See breakdownIt 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.
Why you're a good match
You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.
Experience fit
Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.
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.
The position can be structured on either an employed or self-employed basis, depending on the experience and aspirations of the successful adviser.
The opportunity
- Established relationship with a Liverpool estate agency
- Mortgage & Protection advice
- Employed or self-employed options
- Access to estate agency-generated opportunities
- Opportunity to develop your own client bank
- Support from an established HL Partnership AR
- Full network, compliance and operational support
- Long-term opportunity to grow within the business
Who we're looking for


Get help with your application
Your very own career expert that helps elevate your application to the next level.
- An experienced, CAS-qualified Mortgage & Protection Adviser who is confident working with clients and building strong professional relationships.
- You'll ideally have experience working alongside estate agents or within a lead-driven environment, with the ambition to develop a successful and sustainable advice business.
If you're an experienced adviser based in or around Liverpool and are open to exploring what your next move could look like, I'd be happy to have a confidential conversation.
For further details, please get in touch.
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