LRG
Self-Employed Mortgage & Protection Advisor
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Self-Employed Mortgage & Protection Advisor
Self-Employed Mortgage & Protection Advisor
Location
As a self-employed Mortgage & Protection Advisor, you will have the flexibility to work independently, with optional access to office locations across Cheltenham and Tewkesbury should you prefer a branch-based environment.
Brand & Overview
LRG Financial Services (Mortgage Scout)
LRG is one of the fastest-growing and largest property services groups in the UK, encompassing over 20 businesses across agency sales, lettings, corporate, surveying, land development consultancy, and financial services. LRG Financial Services supports both self-employed and employed advisers, the latter working under the Mortgage Scout business.
Mortgage Scout is LRG’s award-winning mortgage brokerage, renowned for delivering tailored, cost-effective mortgage solutions since 2003. Their approach combines deep market knowledge with a highly personalised client service.
About the Role
Job Summary & Key Responsibilities
We are seeking an experienced, motivated Self-Employed Mortgage & Protection Advisor to partner with LRG Financial Services. This opportunity is ideal for driven individuals looking to maximise earnings, build an independent client base, and benefit from:
- High-quality leads
- Full administrative support
- Access to a comprehensive lender and protection panel
- Support from Mortgage Advice Bureau, one of the UK’s leading mortgage networks
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.
Key Responsibilities
- Provide whole-of-intermediary market mortgage advice to a diverse client base
- Deliver personalised protection advice (Life, Critical Illness, Income Protection, etc.)
- Manage the entire client journey, from the initial enquiry through to completion
- Generate and develop your own leads alongside provided lead sources
- Build long-term relationships with estate agents, solicitors, and introducers
- Ensure full compliance with FCA regulations and internal procedures
- Maintain accurate client records and case notes
- Deliver a superior client experience, fostering repeat business and referrals
Skills & Experience Required
- Fully CeMAP qualified or equivalent
- CAS status
- Proven track record in mortgage and protection advice
- Strong residential, buy-to-let, and remortgage market expertise
- Self-motivated with a strong entrepreneurial mindset
- Excellent communication and relationship-building skills
- Organised, professional, and client-focused
Get help with your application
Your very own career expert that helps elevate your application to the next level.
What’s Possible?
- Uncapped earning potential with highly competitive commercial terms
- Access to the whole-of-market lender and insurance panel
- Admin support services (on request)
- Network resources covering:
- Compliance
- Marketing
- Lead generation
- Case placement
- Learning & development (L&D)
- Flexible workspace options across office locations
- Supportive network to help grow your brand and client base
Ideal for
- Experienced brokers seeking higher earnings
- Advisors who value collaboration and cutting-edge technology
- Professionals wanting autonomy and flexibility
- Those looking to build a scalable, long-term client base
Inclusion & Collaboration
LRG values diversity and encourages individuals from all backgrounds. We welcome talented professionals committed to excellence in the real estate and financial services industries.
Note on Recruitment
LRG does not work with recruitment agencies for this role. All applications must be submitted directly via our Internal Recruitment Team, and we do not accept unsolicited CVs or referrals from third-party agencies.
(Formatting preserved while ensuring clarity and emphasis on key details.)
“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
Skills