Trulife Financial
Self-Employed Mortgage & Protection Adviser

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Trulife Financial is entering the most exciting stage of its journey, and we’re looking for ambitious Mortgage & Protection Advisers who want to grow with us.
This isn’t just another self-employed adviser role. It’s an opportunity to join a business with a clear vision, significant investment, and a long-term strategy to become one of the UK’s leading holistic financial advice firms.
As part of The Openwork Partnership, we’re backed by one of the UK’s largest financial advice networks. With continued investment across technology, propositions, adviser support, and client experience, we’re combining the strength of the network with our own ambitious growth plans to create something truly special.
At Trulife Financial, we’re investing heavily in our people, technology, marketing, and systems to give our advisers every opportunity to build a successful, sustainable business.
What you’ll receive
- A transparent and rewarding self-employed commission structure
- Industry-leading training focused on generating your own clients and building a long-term business
- Proven client generation and referral strategies
- Market-leading technology and systems to maximise efficiency
- Dedicated compliance and operational support
- A collaborative, high-performance culture where ambitious people thrive
- The opportunity to develop beyond mortgages into Protection, Wealth Management, and Financial Planning as your career evolves
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.
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.
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.
See breakdownIt 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.
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.
Who we’re looking for
We’re not looking for average.
We’re looking for advisers who are passionate about helping clients, resilient when faced with challenges, and determined to build something exceptional.
People who take ownership of their success. People who embrace accountability, continually develop themselves, and are prepared to do what others won’t to achieve what others can’t.
This isn’t a leads-provided role. It’s an opportunity to build your own client bank, your own reputation, and your own future, with the backing of a business that’s fully invested in your success.


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Why join Trulife Financial?
We’re building more than a mortgage business.
We’re building one of the UK’s leading holistic financial advice firms, helping clients with Mortgages, Protection, Wealth Management, and Financial Planning throughout every stage of their lives.
There has never been a more exciting time to join our journey.
You bring the commitment. We bring the support. Together, we become one team with one vision.
We’ll invest in you with industry-leading training, innovative technology, compliance, and operational support, proven business development strategies, and a culture that genuinely wants to see you succeed.
All we ask is that you bring the passion, resilience, determination, and work ethic to make this opportunity a success.
One Team. One Vision. Unlimited Potential.
If you’re ready to build something extraordinary, I’d love to have a conversation.
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