Mortgage Advisor / Life & Protection Adviser / Broker

AWD online; Sunderland; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm in the UK is seeking a self-employed Mortgage Advisor. The role offers flexibility in managing your own schedule and includes lead support and extensive training. Candidates should be CeMAP qualified, with a strong knowledge of the UK mortgage market. This is a great opportunity to join a reputable company and take your business to new levels.

Benefits

Authentic lead support

Generous commission splits

Access to training programs

1 to 1 training with experienced manager

Remote or hybrid options

Qualifications

• Previous experience as a Mortgage Advisor in the UK.
• Strong knowledge of the UK mortgage market and lender criteria.
• Ability to manage multiple cases simultaneously.

Responsibilities

• Manage client relationships proactively and cultivate new leads.
• Conduct thorough fact-finding interviews.
• Provide compliant mortgage and protection advice.
• Guide clients through the application process.
• Adhere to FCA regulations and maintain accurate client records.
• Stay current with market trends and regulatory changes.
• Actively seek new business opportunities.

Skills

Excellent communication and interpersonal skills

Proactive mindset

Results-driven approach

Strong organisational skills

Education

CeMAP qualification or equivalent

Competent Advisor Status (CAS)

Tools

Mortgage software and tools

Job description

JOB OVERVIEW

The company is growing their team and looking for an Appointed Representative to join them as a self-employed Mortgage Advisor / Life & Protection Adviser / Broker who is looking to grow their business and take it to new levels.

This hybrid self-employed role offers the freedom to manage your own schedule, supported by a local office, warm leads, and admin / marketing assistance.

The company is a technology-focused Appointed Representative (AR) Network in the UK, offering comprehensive support services to mortgage and protection advisers. Their network comprises experienced ARs and advisers who specialise in tailored mortgage advice, protection, general insurance, and later life lending products. The company combines a strong focus on consumer-centric service with bespoke solutions to help advisers succeed. They provide access to an extensive product range, professional marketing services, expert guidance, and ongoing training, all supported by a cutting-edge technology platform. Additionally, the company host regular events and offer business development support to streamline operations and deliver the best outcomes for clients.

Working as the Mortgage Advisor / Life & Protection Adviser / Broker you will be CeMAP qualified or equivalent and CAS status, with strong knowledge of the UK mortgage market and lender criteria.

As the Mortgage Advisor / Life & Protection Adviser / Broker you will enjoy the opportunities working on a self-employed basis with the support of a well-established company behind you. After all, 1,000 advisors nationwide can’t be wrong.

If you are an advisor and looking for a role where you can concentrate on writing business, this may be the role for you.

APPLY TODAY

If this job looks like your ideal position, then please send in your CV as soon as possible for our Recruitment Team to review.

DUTIES

Your duties as a Mortgage Advisor / Life & Protection Adviser / Broker include:

• Client Relationship Management: Proactively follow up on leads, cultivate relationships, and effectively manage a pipeline of mortgage and protection clients
• Fact-Finding & Needs Analysis: Conduct thorough fact-finding interviews to understand clients' financial circumstances, needs, and objectives
• Product Research & Recommendation: Research and identify suitable mortgage products (residential, buy-to-let, remortgage, specialist lending, etc.) and protection solutions (life insurance, critical illness, income protection, etc.) from across the whole of market
• Advice Delivery: Provide clear, comprehensive, and compliant mortgage and protection advice, ensuring clients understand the recommended solutions and associated risks
• Application Management: Guide clients through the entire application process, from initial submission to completion, liaising with lenders, solicitors, and other relevant parties
• Compliance & Regulation: Adhere strictly to all FCA regulations, internal compliance procedures, and industry best practices. Maintain accurate and up-to-date client records
• Continuous Professional Development (CPD): Stay current with market trends, regulatory changes, and new product offerings through ongoing training and CPD
• Business Development: Actively seek new business opportunities, build professional connections, and promote your services effectively

CANDIDATE REQUIREMENTS

• Previous of experience as a Mortgage Advisor in the UK
• CeMAP qualification (or equivalent) and Competent Advisor Status (CAS) is essential
• Strong knowledge of the UK mortgage market and lender criteria
• Excellent communication and interpersonal skills, with the ability to build trust and rapport
• A proactive, results-driven mindset with a passion for delivering outstanding customer service
• Strong organisational skills and the ability to manage multiple cases simultaneously
• Proficiency in mortgage software and tools (e.g., sourcing systems, CRM platforms)

BENEFITS

• Authentic lead support provided (no purchased leads)
• Very generous commission splits
• Access to a wide range of training programs for growth and development
• 1 to 1 training and development from a highly experienced Operations Manager
• Remote or Hybrid options available

HOW TO APPLY

To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CV’s of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose.

JOB REF: AWDO-C13826

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