Remote Mortgage & Protection Adviser — Build Your Own Book

Partnership Recruitment

Basildon

Remote

GBP 45,000 - 55,000

Full time

14 days+

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Benefits offered by this job

Self-employed position
Mentoring and support
Wealth-advice progression potential

Job summary

TJD Financial, part of The Openwork Partnership, is seeking an experienced mortgage adviser to join our remote team. You will handle mortgage and protection cases, including product transfers, first-time buyers, and portfolio work, while building your own book of business.

With CeMAP qualification and at least two years’ mortgage advice experience, you’ll operate with minimal supervision, adhere to compliance standards, and grow toward wealth advice.

Qualifications

  • Two years’ mortgage advice experience minimum.
  • CeMAP-qualified and able to operate with minimal supervision.
  • Bank or whole-of-market background considered.
  • Strong compliance standards and a client-first approach.
  • Willing to work across the South West/M5 corridor if needed.

Responsibilities

  • Provide high-quality, client-focused mortgage and protection advice.
  • Analyse clients’ financial situations to determine mortgage options.
  • Utilise training and support provided by the firm.
  • Manage client records and ensure regulatory compliance.
  • Promote services through networking to grow the client base.

Skills

CeMAP-qualified
Mortgage advice
Client-focused
Compliance
Networking

Education

CeMAP certification

Job description

TJD Financial, part of The Openwork Partnership, is seeking an experienced mortgage adviser to join our remote team. You will handle mortgage and protection cases, including product transfers, first-time buyers, and portfolio work, while building your own book of business.

With CeMAP qualification and at least two years’ mortgage advice experience, you’ll operate with minimal supervision, adhere to compliance standards, and grow toward wealth advice.

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