Bert Burrows Mortgage and Protection Services
Self-Employed Mortgage & Protection Adviser
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Location: UK-wide
Employment Type: Self-Employed
Industry: Mortgages & Protection
Commission: 60% on company-provided leads and 75% on self-generated business
About The Job
An exciting opportunity has arisen for an experienced Mortgage & Protection Adviser to join an established and growing mortgage business as a self-employed adviser.
This role is ideal for an adviser looking for strong earning potential, quality lead support and the opportunity to build and develop their own client bank within a supportive team environment.
You will benefit from a combination of company-provided leads and support to generate your own business, giving you the opportunity to build a sustainable pipeline and develop long-term client relationships.
The business is an Appointed Representative of HL Partnership, providing access to the infrastructure, support and proposition of an established mortgage and protection network.
What’s on offer?
- 60% commission on company-provided leads
- 75% commission on self-generated business
- Approximately two company-provided leads per week
- Marketing support to help you grow your own client bank
- The opportunity to join a team of five Mortgage & Protection Advisers
- Access to a dedicated Protection Specialist for appropriate referral opportunities
- A supportive and collaborative working environment
- Self-employed flexibility with strong earning potential
- The backing and infrastructure of HL Partnership
- The opportunity to build a sustainable, long-term client bank
Reasons to use Rodeo
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.
It 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.
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 role
As a Mortgage & Protection Adviser, you will provide high-quality and compliant mortgage and protection advice, supporting clients from initial enquiry through to completion.
You will work with both company-provided leads and your own self-generated opportunities, while taking responsibility for developing long-term client relationships and growing your personal client bank.
Key responsibilities
- Conduct mortgage and protection appointments
- Manage clients throughout the advice and application process
- Provide suitable and compliant mortgage and protection recommendations
- Maximise opportunities from both company-provided and self-generated business
- Build and maintain long-term client relationships
- Identify protection opportunities and refer to the dedicated Protection Specialist where appropriate
- Maintain accurate client records and meet all regulatory and compliance requirements
- Take ownership of your pipeline, performance and business development activity
Get help with your application
Your very own career expert that helps elevate your application to the next level.
About You
We are looking for an experienced Mortgage & Protection Adviser who is commercially driven, client-focused and motivated to develop their own business.
You Will Ideally Have
- Competent Adviser Status
- CeMAP qualification or equivalent
- Experience advising on residential mortgages
- A good understanding of protection products and client needs
- Strong communication and relationship-building skills
- A professional and client-focused approach
- Strong organisation and pipeline management skills
- The drive to develop your own client bank and maximise your earning potential
Why consider this opportunity?
This role offers a strong balance of lead support and independence, making it well suited to an adviser who wants to grow their own client bank while benefiting from an established source of new opportunities.
With company-provided leads, marketing support and competitive commission arrangements, you can focus on advising clients, developing relationships and building a sustainable long-term business.
If you are an experienced Mortgage & Protection Adviser looking for a self-employed opportunity with lead support, marketing assistance and genuine scope to grow your own business, we would be pleased to hear from you.
“It 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 I’ve been looking for.”
Jessica, London