Mortgage & Protection Adviser (Partner)

JR United Kingdom; Kingston upon Hull; Remote; GBP 30,000 - 60,000; Full time

Job summary

A leading financial services provider seeks a self-employed Mortgage & Protection Adviser (Partner) in Kingston upon Hull. You will have the autonomy to build your client base with provided leads and business support. This role offers a structured environment, competitive commission, and mentorship to help you thrive, with the potential to advance to Wealth Adviser.

Benefits

Guidance with client acquisition

CRM system and templates

121 mentorship

Progression pathway available

Competitive commission structure

Qualifications

• CEMAP qualified with a focus on compliance and client satisfaction.
• Experience or working towards CAS preferred.
• Ability to self-generate clients.

Responsibilities

• Provide tailored mortgage and protection advice to clients.
• Conduct client consultations and make formal recommendations.
• Manage enquiries using a CRM system.

Skills

Client management

Financial advisory

Customer satisfaction

Education

CEMAP Qualification

CAS or working towards CAS

Job description

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Mortgage & Protection Adviser (Partner), Kingston upon Hull, East Yorkshire

Company Description

Home Group Financial provides Financial Advice Services covering Wealth Management, including Pensions, Investments, Retirement Planning, Mortgages, and Protection. We support individuals and businesses with holistic Wealth Advice under one practice. Our focus is on delivering positive customer outcomes for personal and corporate clients through outstanding personal service and a tailored, friendly approach.

Role Description

This is a full-time self-employed remote role as a Mortgage & Protection Adviser (Partner). As a Partner, you have the autonomy to build your own business and client base with the support of an existing brand and leads provided, as well as business support to achieve your earning and lifestyle goals.

The partner will be responsible for providing mortgage and protection advice to clients, tailoring financial products to meet client needs. Tasks include conducting client consultations, research, and making formal Mortgage & Protection recommendations.

You are ‘your own boss’; you set your working hours and location. We provide a structured environment to help you thrive and succeed.

Support Provided

• Guidance & support with obtaining introducers in your local area to support building your client base
• Company leads provided
• CRM system, templates & processes to ensure you start effectively
• 121 Mentorship from our Founder to develop your knowledge on complex cases, bridging, commercial, and development finance
• Progression pathway to earn more % of your self-generated business
• Potential roadmap to Wealth Adviser via The Openwork Partnership
• Competitive commission splits on self-generated and company-generated clients

As an appointed representative of The Openwork Partnership, you'll complete a training course before advising clients, primarily over the phone or via video call. You'll work within our CRM system managing enquiries, sourcing, and recommendations, in a digital-first environment.

Core Requirements & Expectations

• CEMAP Qualified
• Ideally CAS or working towards CAS
• Willing to self-generate some clients
• Provide exceptional advice from enquiry to recommendation and completion
• Ensure client satisfaction for repeat and referral business
• Advise on protection alongside mortgage recommendations
• Maintain high standards of business quality and compliance