Remote Mortgage & Protection Adviser (Self-Employed)

Pinnacle Financial Solutions Ltd; United Kingdom; À distance; GBP 50 000 - 90 000; Temps partiel

Avantages offerts par ce poste

Direct FCA-authorised support

Whole-of-market access

Back-office support

Compliance support

Training and market updates

Résumé du poste

Pinnacle Financial Solutions Ltd is seeking self-employed Mortgage & Protection Advisers to join our expanding adviser network, offering flexible, commission-based opportunities with access to a broad range of lenders and products.

You will build and manage your own client portfolio, develop relationships, and operate within our established compliance framework, benefiting from back-office support and ongoing training.

Qualifications

• CeMAP or an equivalent mortgage advice qualification.
• Good understanding of the UK mortgage market.
• Strong communication and relationship-building skills.
• Professional and client-focused approach.
• Ability to work independently and manage your own pipeline.
• Commitment to regulatory and compliance standards.

Responsabilités

• Conduct mortgage and protection fact-finds with clients.
• Assess clients' financial circumstances, objectives and requirements.
• Research suitable mortgage solutions from available lenders.
• Provide whole-of-market mortgage advice where applicable.
• Advise clients on relevant protection solutions.
• Manage applications from initial enquiry through to completion.
• Maintain strong client relationships and generate repeat and referral business.
• Develop your own lead and referral network.
• Maintain accurate client records and follow required compliance procedures.
• Keep up to date with lender criteria, mortgage products and market developments.

Connaissances

Mortgage knowledge

Communication

Relationship-building

Formation

CeMAP

Description du poste

Pinnacle Financial Solutions Ltd is seeking self-employed Mortgage & Protection Advisers to join our expanding adviser network, offering flexible, commission-based opportunities with access to a broad range of lenders and products.

You will build and manage your own client portfolio, develop relationships, and operate within our established compliance framework, benefiting from back-office support and ongoing training.