Mortgage Advisor

Pinnacle Financial Solutions Ltd; United Kingdom; Remote; GBP 50,000 - 90,000; Part time

Benefits offered by this job

Direct FCA-authorised support

Whole-of-market access

Back-office support

Compliance support

Training and market updates

Job summary

Pinnacle Financial Solutions Ltd is seeking self-employed Mortgage & Protection Advisers to join our expanding adviser network, offering flexible, commission-based opportunities with access to a broad range of lenders and products.

You will build and manage your own client portfolio, develop relationships, and operate within our established compliance framework, benefiting from back-office support and ongoing training.

Qualifications

• CeMAP or an equivalent mortgage advice qualification.
• Good understanding of the UK mortgage market.
• Strong communication and relationship-building skills.
• Professional and client-focused approach.
• Ability to work independently and manage your own pipeline.
• Commitment to regulatory and compliance standards.

Responsibilities

• Conduct mortgage and protection fact-finds with clients.
• Assess clients' financial circumstances, objectives and requirements.
• Research suitable mortgage solutions from available lenders.
• Provide whole-of-market mortgage advice where applicable.
• Advise clients on relevant protection solutions.
• Manage applications from initial enquiry through to completion.
• Maintain strong client relationships and generate repeat and referral business.
• Develop your own lead and referral network.
• Maintain accurate client records and follow required compliance procedures.
• Keep up to date with lender criteria, mortgage products and market developments.

Skills

Mortgage knowledge

Communication

Relationship-building

Education

CeMAP

Job description

Company: Pinnacle Financial Solutions Ltd

Location: UK | Remote / Flexible

Employment Type: Self-Employed | Commission-Based Contract

Company Description

Pinnacle Financial Solutions is a UK-based financial services firm specialising in mortgages, protection, insurance, wills and estate planning, and business finance.

We support clients throughout their financial journey by providing professional advice tailored to their individual circumstances. Our advisers benefit from access to a strong operational and compliance infrastructure, market updates, training and ongoing business support.

We are now expanding our adviser network and are looking for motivated Mortgage & Protection Advisers who want to build and grow their own client portfolio with the backing of an established financial services business.

Job Role

We are looking for self-employed Mortgage & Protection Advisers to join our growing adviser network.

This opportunity is particularly suited to advisers who want greater flexibility, access to a wider range of products and lenders, and the ability to grow their own business without having to build the entire operational infrastructure themselves.

You will be responsible for developing client relationships, understanding their financial requirements and providing suitable mortgage and protection solutions.

Responsibilities

• Conduct mortgage and protection fact-finds with clients.
• Assess clients' financial circumstances, objectives and requirements.
• Research suitable mortgage solutions from available lenders.
• Provide whole-of-market mortgage advice where applicable.
• Advise clients on relevant protection solutions
• Manage applications from initial enquiry through to completion.
• Maintain strong client relationships and generate repeat and referral business.
• Develop your own lead and referral network.
• Maintain accurate client records and follow required compliance procedures.
• Keep up to date with lender criteria, mortgage products and market developments.

What We Offer

• Direct FCA-authorised support structure
• Work within an established compliance and regulatory framework.
• Whole-of-market access
• Access a broad range of mortgage products and lenders.
• Back-office & administrative support
• Our operational team helps reduce the administrative burden associated with processing cases.
• Compliance support
• Guidance and support throughout the advice and application process.
• Ongoing training, market updates and support to help advisers develop their business.
• Competitive commission structure
• Build your advisory business around your own schedule and client base.
• Business-building support
• Support in developing your network, generating opportunities and building a sustainable client portfolio.

Who we are looking for

• Experienced Mortgage Advisers
• Protection Advisers looking to expand into mortgages
• Financial advisers with relevant mortgage experience
• Experienced advisers looking to move into a self-employed model

Requirements

• CeMAP or an equivalent mortgage advice qualification
• Good understanding of the UK mortgage market
• Strong communication and relationship-building skills
• Professional and client-focused approach
• Ability to work independently and manage your own pipeline
• Commitment to regulatory and compliance standards

Why Join Pinnacle?

This is an opportunity to build your own advisory business with the support of an established financial services platform.

Rather than starting completely from scratch, you will have access to the infrastructure, compliance support, operational assistance, lender access and market knowledge required to develop your business.

If you are ambitious, commercially minded and looking for the flexibility to grow your own mortgage and protection client base, we'd like to hear from you.

Interested?

This is a self-employed, commission-based opportunity and is not a salaried position. Terms, eligibility and commission arrangements are subject to Pinnacle Financial Solutions' applicable agreements and regulatory requirements.