Self-Employed Mortgage & Protection Adviser

Primis Mortgage Network; City of Westminster; Remote; GBP 60,000 - 80,000; Full time

Job summary

A prominent financial services network seeks a Self-Employed Mortgage & Protection Adviser to provide tailored financial advice. This full-time, remote role entails conducting financial assessments and managing client relationships while ensuring compliance with regulations. Ideal candidates will have a CeMAP qualification and experience in mortgage-related fields. Comprehensive support and resources are provided to enhance your advising capabilities.

Benefits

Discounted support packages

Ongoing marketing support

Provision of laptop and tech support

CPD support through virtual meetings

Qualifications

• Experience in the mortgage and protection sector is preferred.
• Understanding of finance-related principles.
• Ability to maintain high organisational standards.

Responsibilities

• Provide tailored mortgage and protection advice to clients.
• Conduct comprehensive financial assessments for clients.
• Ensure compliance with all relevant industry regulations.
• Manage client relationships and identify suitable financial products.
• Utilise marketing strategies to promote services and grow the client base.

Skills

Proficiency in Mortgages and Protection

Strong interpersonal skills

Client relationship management

Experience in Mortgage Marketing

Ability to work independently

Education

CeMAP qualification

Job description

This is a full-time, remote position for a Self-Employed Mortgage & Protection Adviser. The role involves providing tailored mortgage and protection advice to clients, conducting financial assessments, and ensuring compliance with industry regulations. You will keep all broker fees and receive payment on gross commissions. Discounted rates for support packages such as Criteria Hub, CI Expert and My Last Will will be available to you, along with a subsidised supervision network fee. Your laptop is provided with an official Linear email address and ongoing Tech Support. You will receive ongoing marketing support, and for those aspiring to become the principal of your own firm within the PRIMIS Mortgage Network in future, full support is provided with the application process and establishing your brokerage. Referral opportunities with a straightforward referral process and payout upon completing business include protection, general insurance, pensions and investments. CPD support is provided through regular virtual meetings featuring key stakeholders, lenders and providers who deliver industry updates, proposition insights and training support.

Responsibilities

• Provide tailored mortgage and protection advice to clients.
• Conduct comprehensive financial assessments for clients.
• Ensure compliance with all relevant industry regulations.
• Manage client relationships and identify suitable financial products.
• Support clients throughout the mortgage and protection application process.
• Utilise marketing strategies to promote services and grow the client base.

Qualifications

• Proficiency in Mortgages and Protection.
• Experience in Mortgage Marketing and an understanding of finance-related principles.
• CeMAP (Certificate in Mortgage Advice and Practice) qualification.
• Strong interpersonal, communication and client relationship management skills.
• Ability to work independently and maintain high organisational standards.
• Previous advising experience in the mortgage and protection sector is preferred.

Linear Financial Solutions is a UK-based financial services firm within the PRIMIS Mortgage Network, one of the largest financial services networks in the UK. The company specialises in providing expert financial solutions in the mortgage and protection sectors. With its strong industry presence, Linear Financial Solutions is dedicated to supporting clients' financial needs through tailored advice and services. The organisation is committed to delivering exceptional customer experiences while fostering professional growth and expertise.