Bert Burrows Mortgage and Protection Services
Self-Employed Mortgage & Protection Adviser
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Location: UK-wide
Employment Type: Self-Employed
Industry: Mortgages & Protection
Remuneration: Commission-based, with guarantee support and equity participation subject to eligibility
About The Job
HL Partnership Mortgage & Protection Network is recruiting experienced self-employed Mortgage & Protection Advisers on behalf of a new and fast-growing Appointed Representative.
This opportunity is ideal for advisers who want to retain the flexibility and independence of a self-employed model while benefiting from access to a strong national estate agency lead source.
The role also offers the opportunity to participate in the long-term growth of a modern brokerage, with equity participation available subject to the relevant terms and agreements.
Reliable, high-volume lead sources are more commonly associated with employed corporate models. This opportunity gives self-employed advisers the chance to combine greater independence with access to a consistent source of introduced business.
The business is led by a founder with more than 25 years’ experience in mortgage advice and estate agency-aligned distribution, including previous board-level responsibility within a major UK mortgage services operation.
What’s on offer?
- A self-employed and independent working model
- Access to a national estate agency lead source
- Competitive commission arrangements
- 75% of broker and procuration fees on self-generated business
- 80% of protection and General Insurance commission on self-generated business
- 55% across broker fees, procuration fees, protection and General Insurance on introduced business
- Monthly membership fee of £99
- First six months’ membership fee waived
- Potential income guarantee of £3,000 per month for the first six months, subject to eligibility
- Equity participation opportunities
- Support from HL Partnership’s compliance infrastructure
- The opportunity to participate in the long-term growth of the business
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The role
As a Mortgage & Protection Adviser, you will provide compliant mortgage and protection advice while managing clients through the full advice and application process.
You will work with both introduced and self-generated opportunities and will be responsible for maintaining high standards of client service, compliance and case management.
Key responsibilities
- Provide compliant mortgage and protection advice
- Manage cases from initial enquiry through to completion
- Maintain accurate CRM records in line with HL Partnership requirements
- Build and maintain relationships with estate agency introducers
- Deliver a professional and client-focused service
- Operate in line with FCA, HL Partnership and Appointed Representative compliance requirements
- Manage your own pipeline and business activity effectively
About You
We are looking for experienced Mortgage & Protection Advisers who are comfortable working within a self-employed environment and maintaining high professional and compliance standards.
You Will Ideally Have
- CeMAP qualification or equivalent
- A minimum of two years’ mortgage advisory experience
- Eligibility for FCA approval as a Registered Individual
- Strong compliance awareness
- Good knowledge of the UK mortgage and protection market
- Strong communication and relationship-building skills
- The ability to work independently and manage your own pipeline
- A professional and client-focused approach
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Guarantee
Subject to eligibility, advisers may benefit from an income guarantee designed to support the transition into the role.
The Current Structure Provides
- Up to £3,000 per month for the first six months
- A top-up where qualifying earnings fall below the guarantee level
- Any unearned guarantee becoming recoverable from month seven
Full eligibility criteria and repayment terms should be confirmed during the recruitment process.
Equity participation
The role may also provide the opportunity to participate in the long-term value of the business through equity ownership.
This May Include
- Initial share awards
- Performance-based share awards
- The opportunity to participate in the future growth of the brokerage
Any equity participation will be governed by a separate shareholder agreement and the applicable terms and conditions.
Why consider this opportunity?
This opportunity is designed for advisers who want to maintain the flexibility and autonomy of self-employment while benefiting from a stronger lead infrastructure and the potential to participate in the long-term growth of the business.
With access to national estate agency leads, transparent commission arrangements, potential guarantee support and equity participation, the role offers a combination of immediate earning opportunities and longer-term business value.
If you are an experienced Mortgage & Protection Adviser looking for a self-employed opportunity with a strong lead source and genuine growth potential, we would be pleased to hear from you.
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