Self Employed Mortgage and Protection Advisor

Chambers Financial Solutions Ltd; Leeds; Hybrid; GBP 65,000 - 75,000; Full time

Job summary

A leading financial advisory firm in the UK is looking for a Self Employed Mortgage and Protection Advisor. This role offers the potential for uncapped earnings, the ability to work remotely, and full support in achieving your sales targets. Candidates must have CeMAP or equivalent and ideally experience in relevant mortgage sectors. The firm provides extensive training and resources to help you grow your client base and maximize your success.

Benefits

Remote working options

Training and development at no cost

Admin support provided

Brand new equipment provided

Qualifications

• 1-2 Year Experience as a Mortgage & Protection Adviser necessary.
• Familiarity with protection products, including life insurance is desirable.
• The ability to pass fit and proper essential.

Responsibilities

• Identify the customers’ financial needs and advise on best products.
• Guide clients through their financial journey.
• Look for opportunities to attract new customers.

Skills

Proven experience as a Mortgage & Protection Adviser

Strong analytical and problem-solving abilities

Knowledge of mortgage products and lending criteria

Education

CeMAP or equivalent

CAS desirable but not essential

Job description

Job Title

Self Employed Mortgage and Protection Advisor

Location

Leeds, West Yorkshire & Remote

Firm

Chambers Financial Solutions Ltd

Salary

OTE in excess of £65,000 + pa

Qualifications

CeMAP or equivalent

CAS desirable but not essential

Experience

1-2 Year Experienced Necessary

About the Company

Chambers Financial Solutions Ltd have redefined the mortgage market bringing technology, ingenuity, and a strategic approach to how we service our clients through their mortgage journey. Working with one of the UK’s leading network we have direct access to multiple lenders, utilising a range of innovative technology and sourcing systems enabling us to practice across multiple permission areas giving our advisors the ability to grow at an unrestricted rate.

We are based in Leeds City Centre, with over a decade experience in the financial industry, now looking for individuals to join our team as a self-employed Mortgage & Protection Advisers. Our advisors have access to 100s of lenders with the ability to service our clients in multiple areas ranging from but not limited to:

• Residential & Buy To Let Mortgages
• Mortgages
• Buy to let mortgages
• Equity Release
• Specialist Mortgages

• Life insurance & Family protection
• Critical illness & Child protection
• Business Protection
• Shareholder protection & Relevant life
• Family income benefit
• Income Protect
• Private medical insurance

• Commercial finance
• Bridging finance
• Development finance
• Asset finance
• Self Build finance

We offer all our advisors the ability to advise on all the above permission areas with the necessary training provided to maintain competence including upskilling without the need of a packager or master broker. With the ability to advise on multiple permission areas, this has removed the need to outsource or refer your clients creating a better client engagement and financial journey for the client.

The Role

• Identify the customers’ financial needs and advise them on the best products that suit their requirements, ensuring the best outcome for the client by completing a detailed fact find to gather the necessary information for the basis of your advice.
• Ensure clients understand the products and services offered and guide them through their financial journey.
• Complete customer interviews by appointments, both face to face, on-demand and make recommendations that meet the client’s needs and requirements.
• Look for opportunities to attract new customers and professionals.
• Utilising our vast network of training and development opportunities to maintain CPD and maintain FCA requirements.
• Deliver a professional and credible service and ensure your knowledge is always up to date by maintaining regular CPD and competence.

Who we are looking for

• Proven experience as a Mortgage & Protection Adviser, with a strong track record of achieving sales targets desirable.
• Knowledge of mortgage products, lending criteria, and the mortgage application process desirable.
• Familiarity with protection products, including life insurance critical illness cover & income protection Desirable.
• Strong analytical and problem-solving abilities, enabling accurate assessments of client needs and mortgage affordability.
• CeMAP or equivalent essential.
• CAS desirable but not essential.
• The ability to pass fit and proper Essential.

Benefits

• Remote working with the ability to come into our office.
• Additional leads can be provided.
• Ability to advise on all loan sizes.
• Flexibility in working pattern including remote working.
• Ability to advise on all permission areas not to restrict your growth.
• Admin support provided.
• Brand new equipment, computers, business phone provided (At an agreed cost).
• Training and development including IFA training no additional cost via our network.
• NON-CAS advisors considered.
• Coaching and training for non CAS advisors.
• Annual broker fees and compliance fees negotiable.

Additional benefits discussed with the successful candidates.

If you are ready to take control of your career and maximise your earning potential as a Self-employed Mortgage & Protection Adviser with uncapped earnings, we want to hear from you!

Please submit your CV and a cover letter highlighting your relevant experience and why you would be a great fit for this role to [e-mail]