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OPEN2 Finance

Self Employed - Mortgage & Protection Adviser

Preston
£30k – £80k/yr
Posted about 13 hours ago
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OPEN2 Finance Limited

Self-Employed | Full-Time | Remote

First-Year OTE: £30,000 – £80,000

OPEN2 Finance is looking for an experienced Mortgage & Protection Adviser to join our growing team on a self-employed basis.

This opportunity would particularly suit an existing employed adviser looking to make the move into self-employment, while retaining access to leads, technology, training and ongoing support.

The Package

  • First-year OTE of £30,000 – £80,000
  • 80% commission split on self-generated business
  • 50% commission split on OPEN2 Finance-provided leads
  • Remote working
  • Mortgage and protection leads
  • Mortgage & protection sales training
  • Full access to OPEN2 Finance systems and technology
  • Social media and marketing support
  • Support with building your own client bank and personal brand
  • Collaborative and supportive team environment

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.

P

Graduate Consultant — 2026 Scheme

PwC·London, UK
£35,000/yr

Why you're a good match

Strong

Your 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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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.

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.

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Strong

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.

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Strong

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

You will provide mortgage and protection advice to both self-generated clients and clients introduced by OPEN2 Finance.

You will be responsible for managing your clients throughout the advice process, maintaining strong client relationships and identifying opportunities across both mortgage and protection business.

As a self-employed adviser, you will have the freedom to develop your own business while operating under the OPEN2 Finance brand and benefiting from the infrastructure and support of the wider business.

What We’re Looking For

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The successful applicant should:

  • Be a qualified Mortgage Adviser
  • Have previous mortgage advice experience
  • Be confident discussing and advising on protection
  • Have strong communication and relationship-building skills
  • Be motivated to generate and develop their own business
  • Be comfortable working on a self-employed basis
  • Be ambitious and commercially driven
  • Work well as part of a team

Working Arrangements

This is a remote, self-employed position, offering flexibility around how you structure and manage your working week.

Apply

To apply, submit your application through LinkedIn or contact OPEN2 Finance directly.

One adviser position is currently available.

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Location

Preston, England, United Kingdom

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