Mortgage and Protection Advisor - Self Employed

Company Description

Tavistock Protect is part of the Tavistock Investments Group, an AIM-listed financial services organization with over 400 advisers and more than £5 billion in investments under management. With offices across the UK, Tavistock Protect offers one of the largest protection panels in the industry and is committed to delivering high-quality, competitively priced insurance and financial solutions. The wider Tavistock Investments Group provides services including insurance, mortgages, pensions, investments, estate planning, and business finance. Tavistock Protect promotes a collaborative culture where advisers are supported to build their own business within the group and progress into management roles. Through a market-leading training academy, advisers can advance their careers and qualify as CeMAP mortgage advisers or independent financial advisers, with tuition and training costs fully covered.

Role Description

This is a full-time, remote Mortgage and Protection Advisor role on a self-employed basis. The advisor will provide tailored mortgage and protection advice to clients, assessing individual needs and recommending suitable products from a broad panel of providers. Day-to-day tasks include conducting client consultations (via phone, video, or in person), gathering and analyzing financial information, preparing recommendations, and managing applications through to completion. The role also involves maintaining ongoing relationships with clients, ensuring regular reviews of their mortgage and protection arrangements, and delivering a high standard of customer service. Advisors are expected to develop and grow their client base, collaborate with colleagues across the Tavistock Investments Group, and engage with training and development opportunities to enhance their professional expertise.