Mortgage & Protection Adviser (Partner)

JR United Kingdom; United Kingdom; Remote; GBP 30,000 - 70,000; Full time

Job summary

An innovative financial services firm is seeking a Mortgage & Protection Adviser to join their dynamic team. This full-time, self-employed role offers the flexibility to build your own business while receiving support from an established brand. You'll provide expert mortgage and protection advice, conduct client consultations, and tailor financial products to meet individual needs. With a focus on customer satisfaction and compliance, you'll thrive in a structured environment that fosters growth and success. If you're passionate about helping clients achieve their financial goals, this opportunity is perfect for you.

Benefits

Guidance & Support for Client Acquisition

Company Leads Provided

121 Mentorship

Progression Pathway to Wealth Adviser

Competitive Commission Splits

Qualifications

• CEMAP qualified with a focus on mortgage and protection advice.
• Ability to self-generate clients and provide exceptional service.

Responsibilities

• Conduct client consultations and provide tailored financial advice.
• Manage the process from enquiry to recommendation using a CRM system.

Skills

CEMAP Qualification

Client Relationship Management

Financial Advisory

Self-Generation of Clients

Education

CEMAP Certification

CAS Certification (preferred)

Tools

CRM System

Job description

Social network you want to login/join with:

col-narrow-left

Client:

Location:

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Views:

4

Posted:

28.04.2025

Expiry Date:

12.06.2025

col-wide

Job Description:

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 and tailoring financial products to meet client needs. Tasks include conducting client consultations, research, and making formal Mortgage & Protection recommendations.

You are ‘your own boss’, setting your working hours and location, with a structured environment to help you 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 efficiency
• 121 Mentorship from Our Founder for complex cases and finance development
• Progression Pathway to earn more % of your self-generated business
• Potential Road-Map to Wealth Adviser via The Openwork Partnership
• Competitive commission splits

As an appointed representative of The Openwork Partnership, you'll complete a training course before advising clients mainly over the phone or via video call. You'll work within our CRM system managing the process from enquiry to recommendation, as we are a digital-first business.

Core Requirements & Expectations

• CEMAP Qualified
• Ideally CAS or working towards CAS
• Willingness to self-generate clients
• Provide exceptional advice from enquiry to completion
• Ensure client satisfaction and referrals
• Advise on protection alongside mortgages
• Maintain high standards of compliance and quality