Holistic Mortgage & Protection
Self Employed Mortgage Advisor
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Self Employed Mortgage Advisor
Grow Your Business With a Firm That Backs You
We're a successful, family-run independent financial advisory firm looking for an experienced Self-Employed Mortgage & Protection Adviser to join our growing team.
This opportunity is designed for an adviser who has an existing or growing client bank and is looking for a professional, collaborative environment with the freedom to run their business, attractive earnings, and the support of an established firm.
Our Core Values
We believe in being:
- Trustworthy & Fair
- Honest & Transparent
- Reliable & Loyal
- Authentic
- Relentless & Hardworking
The Role
You'll be responsible for developing and growing your own business while delivering exceptional mortgage and protection advice.
Your responsibilities will include:
- Building on your existing client relationships and generating new business through referrals and networking.
- Providing expert mortgage and protection advice tailored to each client's needs.
- Managing cases from enquiry through to completion.
- Explaining products and recommendations clearly, ensuring clients can make informed decisions.
- Delivering an outstanding customer experience that encourages repeat business and long-term client relationships.
- Keeping up to date with market trends, lender criteria and regulatory requirements.
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About You
We're looking for someone who:
- Is an experienced Self-Employed Mortgage & Protection Adviser with an established or growing client bank.
- Holds CeMAP (or equivalent), ideally with CAS status.
- Has a proven track record of self-generating business and achieving strong results.
- Is confident managing their own pipeline and workload.
- Has excellent knowledge of mortgage and protection products.
- Is professional, proactive and passionate about delivering exceptional client service.
Pre-employment requirements:
- Legal right to live and work in the UK.
- Satisfactory credit check prior to onboarding.
What We Offer
- A highly competitive earnings split, allowing you to maximise your income.
- The freedom to build and develop your own business while benefiting from the backing of an established independent firm.
- Proven systems to streamline case progression.
- FCA-compliant frameworks and ongoing regulatory guidance.
- Office and desk space in Stockton, with dedicated client meeting facilities.
- Optional admin support available on a pay-as-you-go or agreed fee basis, allowing you to tailor the level of support to your business needs.
- Marketing support to help raise your profile and grow your business.
- Free on-site parking.
- A collaborative, professional team culture where experienced advisers work together, share ideas and support each other's success.
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Who This Role Suits
This role is ideal for an established adviser who is already generating their own business and wants a better long-term home for it. If you're looking for stronger earning potential, the backing of an experienced firm, and the opportunity to collaborate with like-minded professionals, while retaining the flexibility of self-employment, we'd love to hear from you.
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