HLPartnership
Mortgage & Protection Advisor

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Mortgage & Protection Adviser – Self-Employed
Location: UK
Employment Type: Self-Employed
Industry: Mortgages & Protection / Healthcare
The Opportunity
We are currently recruiting for an experienced Mortgage & Protection Adviser to join an established Appointed Representative of HL Partnership.
This is an exciting opportunity for an adviser looking to grow their earnings without the pressure of having to constantly generate their own business.
You will be provided with 100% warm, pre-booked appointments, giving you the opportunity to focus on what you do best – advising clients and writing business.
The client base consists of High Net Worth clients within the healthcare sector, offering the opportunity to work on quality leads with strong case values and excellent earning potential.
What's on Offer?
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.
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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.
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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.
- Full lead support – no requirement to self-generate
- All leads are warm and pre-booked appointments
- Access to HNW clients within the healthcare sector
- Full administration support, allowing you to focus on advising
- Strong earning potential
- A quality lead source with excellent conversion opportunities
- Flexible self-employed working arrangement
- Opportunity to build a strong and consistent pipeline of business
About You
We are looking for an experienced Mortgage & Protection Adviser who can demonstrate a strong track record in both mortgage and protection advice.
You will ideally have:
- CAS in both Mortgages & Protection
- CeMAP qualification or equivalent
- Minimum 2 years' experience as a Mortgage & Protection Adviser
- Proven experience and a strong track record of Protection conversion
- Experience dealing with HNW clients would be advantageous
- Excellent communication and relationship-building skills
- A professional, client-focused approach
- The ability to manage your own pipeline and convert warm appointments into quality business


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Why Consider This Opportunity?
This role is ideal for an adviser who is good at advising but doesn't want to spend their time prospecting for business.
With warm, pre-booked appointments, a HNW healthcare client base and full admin support behind you, you can concentrate on converting quality opportunities and maximising your earning potential.
If you're an experienced Mortgage & Protection Adviser looking for a genuinely lead-supported self-employed opportunity, we'd love to hear from you.
Apply now or contact me directly for a confidential conversation.
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