Mortgage & Protection Adviser

Openwork Limited; Sunderland; Hybrid; GBP 40,000 - 70,000; Full time

Benefits offered by this job

Leads provided

Generous commission (60/40)

Full support from experienced team

Flexible working arrangements

Self-employed earning potential

Income guarantee available

Long-term recurring income

Adviser community support

Training & development

Administrative support as business G\u

Job summary

Inspire Financial North East is expanding and seeks a Mortgage & Protection Adviser to grow a self-employed advisory business in Sunderland. Initial office-based period, then a hybrid or remote setup, with access to mortgage and protection leads and strong team support.

The role offers a generous commission structure and ongoing training within a supportive adviser community, aiming for long-term recurring income and professional development.

Qualifications

• Excellent communication and relationship-building skills essential.
• Entrepreneurial mindset with ability to grow a self-employed advisory business.
• Strong understanding of mortgage and protection advice requirements.
• Commitment to delivering excellent customer outcomes.

Responsibilities

• Provide high-quality mortgage and protection advice tailored to client needs.
• Build and maintain long-term client relationships.
• Manage client cases efficiently from enquiry through to completion.
• Develop your personal referral network and generate additional business opportunities.
• Work compliantly and in line with regulatory requirements.
• Collaborate with the Inspire Financial North East team.

Skills

Communication skills

Entrepreneurial mindset

Client relationship building

Regulatory compliance

Mortgage & protection knowledge

Job description

Are you an ambitious Mortgage & Protection Adviser looking for a business where you can grow, build a long‑term client base and maximise your earning potential?

Inspire Financial North East is expanding and seeking a motivated Mortgage & Protection Adviser to join our growing team in Sunderland. We are looking for an individual with the right attitude, ambition and drive to succeed, rather than focusing solely on years of experience.

Operating on a self‑employed basis, you will have access to mortgage and protection leads, support from an experienced team and the opportunity to build your own successful advisory business. You'll work closely with a supportive environment that values long‑term growth and professional development.

This role offers flexibility once established, with an initial office‑based period to help you settle into the business before moving to a hybrid or remote arrangement.

Benefits of the Role

• Mortgage and protection leads provided


• Generous commission structure starting at 60/40 on all business in your favour, rising in the future


• Full support from an experienced team


• Flexible working arrangements


• Generous self‑employed earning potential


• Income guarantee available


• Opportunity to build long‑term recurring income


• Supportive and collaborative adviser community


• Training and development from experienced advisers


• Potential administrative support as the business grows

What you’ll need for the role

• Strong communication and relationship‑building skills


• A motivated and entrepreneurial mindset


• Desire to build a successful advisory career


• Commitment to delivering excellent customer outcomes


• Good understanding of mortgage and protection advice requirements

Responsibilities of the role

• Provide high‑quality mortgage and protection advice tailored to client needs


• Build and maintain long‑term client relationships


• Manage client cases efficiently from enquiry through to completion


• Develop your personal referral network and generate additional business opportunities


• Work compliantly and in line with regulatory requirements


• Collaborate with the wider Inspire Financial North East team

This opportunity is ideal for a Mortgage & Protection Adviser who wants to earn well, be part of a supportive business and develop a long‑term career. Whether you are already self‑employed or looking to move into a self‑employed model, we are more interested in your attitude, ambition and willingness to succeed than the number of years you have spent advising.

Inspire Financial North East are part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.