Self-Employed Mortgage & Protection Adviser

Stellar Select Limited; Greater Manchester, Manchester; Hybrid; GBP 70,000 - 100,000; Full time

Job summary

An established industry player seeks a motivated Self-Employed Mortgage & Protection Advisor to join their high-performing team in Manchester. This role offers a fantastic opportunity to leverage your financial services expertise while guiding clients through the mortgage process. You will enjoy a steady stream of pre-qualified leads and full administrative support, allowing you to focus on delivering exceptional client service. With competitive commission structures and clear progression opportunities, this position is perfect for those passionate about making a difference in clients' financial journeys. If you're ready for your next challenge, we want to hear from you!

Benefits

Full admin and back-office support

Clear progression opportunities

High-quality pre-qualified leads

Qualifications

• Proven track record in mortgage advisory roles.
• CeMAP qualified with ideally CAS status.

Responsibilities

• Guide clients through the mortgage process with expert advice.
• Assess clients' financial situations for suitable mortgage options.
• Build and maintain strong relationships with clients.

Skills

CeMAP Qualification

Competent Adviser Status (CAS)

Customer Service

Communication Skills

Attention to Detail

Results Driven

Job description

Job Title: Self-Employed Mortgage & Protection Advisor

Location: Manchester Hybrid - 1-2 days WFH

Salary: OTE £70,000 - £100,000

Hours: Monday to Friday 9 am to 5.30 pm

About the position - Self-Employed Mortgage & Protection Advisor:

We're looking for an experienced Self-Employed Mortgage & Protection Advisor to join a high-performing team in Manchester.

This is a fantastic opportunity to put your financial services expertise to work in a role where you'll guide clients through the mortgage process, providing expert, personalised advice to help them make informed decisions.

Ideally, CeMAP qualified with Competent Adviser Status (CAS), you'll have a proven track record in a similar role and a passion for delivering outstanding client service. In return, you'll be joining Salford's largest estate agency, giving you:

• A steady stream of high-quality, pre-qualified leads booked directly into your diary
• Full admin and back-office support so you can focus on advising
• Clear progression opportunities, including potential to move into management

Earnings:

• 45% commission on leads provided
• 75% commission on self-generated business

If you're a motivated, service-driven advisor looking for your next challenge, we'd love to hear from you.

Responsibilities required for the role of Self-Employed Mortgage & Protection Advisor:

• Working closely with a busy estate agent, dealing with pre-qualified mortgage leads
• Assess clients' financial situations to identify suitable mortgage options
• Provide expert advice on 'whole of market' mortgage products
• Providing tailored protection advice including life, critical illness, and income protection
• Liaising with lenders to facilitate/expedite the approval process, offering regular updates to clients
• Building and maintaining strong relationships with clients to encourage repeat business and recommendations
• Working closely with our in-house financial advisor, offering an additional service to clients if required
• Maintain up-to-date knowledge of market trends and changes in mortgage regulations
• Working with attention to detail, maintaining high compliance standards under FCA guidelines

Experience required for the role of Self-Employed Mortgage & Protection Advisor:

• Proven track record within a similar role
• CeMap qualified, ideally with CAS status
• Results driven, able to find solutions
• Customer focused, with excellent communication skills
• Keen eye for detail
• Pro-active and motivated approach

For more information regarding the role of Self-Employed Mortgage & Protection Advisor please contact us

Stellar Select is acting as an employment agency and is a corporate member of the REC

Due to a high volume of applications, we will only contact you if your application has been successful. We aim to contact all successful contacts within two business days.