Self Employed Mortgage & Insurance Adviser

Finance Advice Group; East Midlands; On-site; GBP 35,000 - 100,000; Full time

Job summary

A leading financial services company in the East Midlands is seeking self-employed Mortgage and Insurance Advisers. You will provide clients with independent advice and recommend suitable products while enjoying flexibility in your working hours. Ideal candidates should possess strong communication skills, relevant financial certifications, and a proactive attitude towards client relationships. Competitive salary packages with potential OTE from £35,000 up to £100,000+ per annum are offered, as well as a supportive working environment with admin assistance.

Benefits

Competitive salary packages

Flexible hours

Supportive environment

Professional development opportunities

Qualifications

• Experience and a proven track record within the financial services industry desired.
• Qualified or studying towards relevant mortgage and insurance certifications.
• Fast typing speed and proficiency in IT.

Responsibilities

• Provide independent advice to clients and recommend suitable mortgage and insurance products.
• Meet clients in various settings including office, home, or phone.
• Proactively generate leads through networking.

Skills

Excellent communication and people skills

Proactive attitude towards networking

Good IT skills

Education

CF1 & CF6 or CeMAP 1, 2 & 3 for mortgage advice

CF3, RO5, CeFA 3 or CeMAP 1 for insurance advice

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Are you passionate about guiding clients through the complex world of mortgages and insurance? Do you thrive in a vibrant, client-focused environment where your expertise makes a real difference? Are you ready to elevate your career and join a forward-thinking organisation with endless growth opportunities?

We are currently looking for self‑employed Mortgage and Insurance Advisers to join our busy and expanding team in Derby, offering an exciting opportunity to become an essential part of a dynamic financial services company. If you’re eager to provide top‑tier advice and develop your career in the fast‑paced world of finance and insurance, this role could be perfect for you!

Hours of Work: full time

As a Mortgage and Insurance Advisor, you will be responsible for providing independent advice to clients, recommending suitable mortgage and insurance products from the entire market, and supporting them throughout their journey. You will meet clients face‑to‑face at our office, their home or workplace, or over the phone, offering flexibility to suit your preferences. Admin support is provided to ensure you can focus on delivering excellent service, while leads will be supplied through advertising, websites, and professional introducers. Proactively networking and generating your own leads is also encouraged to maximise your success.

Mortgage and Insurance Advisor Requirements

• Experience and a proven track record within the financial services industry desired
• Qualified or studying towards CF1 & CF6 or CeMAP 1, 2 & 3 for mortgage advice; CF3, RO5, CeFA 3 or CeMAP 1 for insurance advice
• Excellent communication and people skills with an outstanding phone manner
• Good IT skills, including proficiency in Microsoft Word, Excel, and Outlook, and a fast typing speed
• A proactive attitude towards networking and building strong client relationships

Mortgage and Insurance Advisor Benefits

• Competitive salary packages with industry‑leading incentives
• Potential OTE from £35,000 up to £100,000+ per annum
• Flexible hours tailored to your lifestyle and preferences
• A supportive environment with admin assistance and professional development opportunities
• Whole‑of‑market mortgage and insurance offering
• Franchise and Appointed Representative opportunities

Meet the Organisation: Who We Are and What We Do

Finance Advice Centre is a Mortgage, Loan & Insurance Company committed to providing exceptional advice and support to both clients and advisers. Our innovative approach offers a better alternative for professionals seeking genuine growth opportunities and compliant, professional service delivery. We are dedicated to helping you succeed in the competitive finance industry by providing robust backing and fostering a collaborative environment.

If you’re ready to supercharge your career as a Mortgage and Insurance Advisor, this opportunity is tailor‑made for you! Don’t miss out on this exciting chance to join a vibrant and supportive organisation – apply now and take the next step in your professional journey.