Self Employed Mortgage & Protection Adviser

Access Financial Services; Milton Keynes; Remote; GBP 30,000 - 70,000; Part time

Job summary

A financial services firm in Milton Keynes is seeking a Self-Employed Mortgage Adviser to guide clients in securing mortgages. Candidates should have a CeMAP qualification and strong understanding of the UK mortgage market. The role includes client consultations, providing mortgage advice, and maintaining lender relations. A supportive environment with growth opportunities is offered. Apply with your CV and cover letter.

Benefits

Access to a wide range of mortgage products

Free leads provided

Strong commission structure

Flexible working options

Training academy support

Qualifications

• CeMAP Qualification (or equivalent) is required.
• Strong understanding of the UK mortgage market, products, and regulations.
• Excellent communication and interpersonal skills to explain complex financial products.

Responsibilities

• Meet with clients to understand their financial situation and mortgage needs.
• Provide expert advice on suitable mortgage products.
• Assist clients with mortgage applications and ensure documentation accuracy.
• Build and maintain relationships with mortgage lenders.
• Stay informed about market trends and government schemes.

Skills

CeMAP Qualification

Understanding of UK mortgage market

Communication skills

Sales-driven mindset

Attention to detail

Job description

Join us as a Self-Employed Mortgage Adviser!

Are you newly CeMAP qualified and looking for a company that can get you started? Are you an experienced mortgage advisor looking for more freedom or someone to help your business grow? Many advisers seek new opportunities because they no longer feel valued by their principal, face unfavourable contract changes, or experience a lack of trust due to broken promises.

At Access Financial Services, we understand these frustrations, and we’re committed to providing an environment that values you, supports your growth, and empowers you with the tools and freedom to deliver the best outcomes for your clients.

Role Description

We are seeking a motivated and knowledgeable Mortgage Adviser to join our growing team. The successful candidate will guide clients through the complex process of securing mortgages, offering expert advice tailored to their individual needs and circumstances.

You will work with a range of mortgage products from the whole of the lending market, ensuring the best options are available to clients. This role requires excellent communication, sales, and customer service skills.

Key Responsibilities:

• Client Consultation: Meet with clients to understand their financial situation, property requirements, and mortgage needs.
• Mortgage Advice: Provide expert advice on suitable mortgage products and explain the terms, risks, and costs involved.
• Research mortgage products from a wide range of lenders, identifying the best deals for clients based on their unique circumstances.
• Applications Management: Assist clients with mortgage applications, ensuring all documentation is accurate and submitted on time.
• Lender Relations: Build and maintain relationships with mortgage lenders and financial institutions to stay updated on product offerings and lending criteria.
• Record Keeping: Keep detailed and accurate records of client interactions and advice provided, ensuring compliance with regulatory requirements.
• Market Knowledge: Stay informed about the UK housing and mortgage market trends, interest rate changes, and government schemes like Help to Buy or shared ownership.

Benefits:

• Access to a wide range of mortgage and protection products and lender partnerships
• Free leads provided
• Access to an exclusive lender
• Strong commission structure
• Opportunities for professional growth and development
• Flexible working options
• Training academy to diversify your offering
• Additional revenue opportunities available
• Supportive and dynamic working environment

Key Skills and Qualifications:

• CeMAP Qualification (or equivalent) is required.
• Strong understanding of the UK mortgage market, products, and regulations.
• Excellent communication and interpersonal skills to explain complex financial products clearly.
• Proactive, sales-driven mindset with the ability to manage a diverse portfolio of clients.
• High attention to detail and accuracy when handling applications and compliance.
• Knowledge of FCA regulations and Treating Customers Fairly (TCF) principles.

To apply, please submit your CV and a cover letter outlining your experience and suitability for the role to [e-mail] or call 0161 646 0356.

Industry: Financial Services, Employment Type: Self Employed

We are an equal opportunities employer and welcome applications from all qualified candidates.