Remote Life Insurance & Mortgage Adviser (Self-Employed)

Tavistock Protect; Birtley; On-site; GBP 35,000 - 70,000; Full time

Job summary

Tavistock Protect invites a self-employed Life Insurance and Mortgage Adviser to remotely manage their own client portfolio, delivering tailored advice on protection products and mortgage solutions. You will generate leads, perform fact-finds, assess client needs, and submit applications while liaising with lenders and insurers.

Join a supportive Tavistock Protect framework with training and tools to grow your independent business, maintaining compliant records and building long-term client

Qualifications

• Strong foundation in Finance and Financial Planning, ability to explain concepts clearly.
• Experience in Mortgages and Mortgage Marketing.
• CeMAP qualified (or working towards CeMAP) or equivalent.
• Experience in life insurance or protection advice.
• Excellent communication and client relationship skills.
• Ability to work independently in a remote, self-employed setup.
• Familiar with digital tools and CRM systems.
• Ambition to grow a sustainable advisory business.

Responsibilities

• Generate and follow up leads and manage your own client portfolio.
• Assess client needs and recommend life insurance and mortgage products.
• Prepare and submit applications and liaise with lenders.
• Maintain compliant records and grow business through networking.
• Collaborate with Tavistock Protect team using provided tools.

Skills

Finance knowledge

Mortgages

Client communication

Independent remote work

CRM systems

Time management

Regulatory compliance

Education

CeMAP qualification or working towards

Tools

CRM software

Job description

Tavistock Protect invites a self-employed Life Insurance and Mortgage Adviser to remotely manage their own client portfolio, delivering tailored advice on protection products and mortgage solutions. You will generate leads, perform fact-finds, assess client needs, and submit applications while liaising with lenders and insurers.

Join a supportive Tavistock Protect framework with training and tools to grow your independent business, maintaining compliant records and building long-term client