First Class Financial Services
Mortgage & Protection Adviser

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π Self-Employed Mortgage & Protection Adviser π Remote | Anywhere in the UK
Looking for the freedom to build your own business with the backing of a leading financial services network? First Class Financial Advisers is seeking ambitious Self-Employed Mortgage & Protection Advisers to join our growing team. Whether you're newly qualified or an experienced adviser, this is an excellent opportunity to grow your own business while benefiting from the support, infrastructure, and resources available through the Quilter Financial Planning network.
Why Join Us?
- β Excellent commission splits
- β Full ownership of your client bank
- β Build and grow your own business with complete autonomy
- β Work remotely from anywhere in the UK
- β Access to a wide lender and protection panel
- β Dedicated compliance and regulatory support
- β Market-leading technology and adviser tools
- β Ongoing training and development opportunities
- β Supportive and collaborative culture
- β Backing of the Quilter Financial Planning network
Reasons to use Rodeo
Iβm in my final year doing Economics and I donβt know whether to apply for grad schemes now or do a masters first. What do you think?
Honest answer β it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) donβt need a masters. Letβs look at the ones youβd 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 β that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
Graduate Consultant β 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
Youβve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon β 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 β 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 β and where to focus when applying.
The Benefits of Remote Working
- π‘ Enjoy genuine work-life balance and flexibility
- π‘ Structure your working day around your clients and lifestyle
- π‘ Eliminate commuting costs and reclaim valuable time
- π‘ Build your business from wherever suits you best
- π‘ Access clients across the UK without geographical limitations
What We're Looking For
- πΉ CeMAP qualified (or equivalent)
- πΉ Passion for helping clients achieve their property goals
- πΉ Strong communication and relationship-building skills
- πΉ Self-motivated and entrepreneurial mindset
- πΉ Commitment to delivering excellent customer outcomes
No minimum level of industry experience is required, making this a fantastic opportunity for both newly qualified advisers and established professionals looking for greater flexibility and earning potential.
Why First Class Financial Advisers?
Enjoy the independence of self-employment while benefiting from the strength, support, and resources of the Quilter Financial Planning network. You'll have the freedom to build your own client base, retain ownership of your client relationships, and create a long-term asset for your future. While no leads are provided, you'll have the flexibility to develop your own introducer relationships, generate referrals, and grow a business that is truly your own.


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Ready to Take the Next Step?
If you're looking for a role that offers flexibility, excellent earning potential, full client bank ownership, and the support of a respected network, we'd love to hear from you.
π© Contact Gregg Waring for a confidential conversation about joining First Class Financial Advisers. π§ Gregg.Waring@quilter.com
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βIt 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 Iβve been looking for.β
Jessica, London
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