Senior Mortgage & Protection Adviser – Self-Employed

Bert Burrows Mortgage and Protection Services; Wideopen; On-site; GBP 120,000 - 180,000; Full time

Benefits offered by this job

Warm appointments

Administration support

Self-employed

High Net Worth clients

Job summary

Bert Burrows Mortgage and Protection Services is seeking an experienced Mortgage & Protection Adviser to join our established AR of HLPartnership. You will focus on advising clients, building relationships and writing quality mortgage and protection business with 100% warm, pre-booked appointments.

The role targets High Net Worth clients, strong case values and significant referral potential, with full administration support and a flexible self-employed arrangement to build a sustainable

Qualifications

• Two years’ experience as a Mortgage & Protection Adviser
• CeMAP qualification or equivalent
• CAS status in both Mortgages and Protection
• Experience with High Net Worth clients preferred

Responsibilities

• Provide mortgage and protection advice to clients
• Build relationships and convert opportunities into quality business
• Manage a pipeline and deliver high conversion from warm appointments

Skills

Warm appointment handling

Strong communication

Relationship building

Pipeline management

Client-focused

Self-motivation

Education

CeMAP or equivalent

CAS status in Mortgages and Protection

Job description

We are recruiting an experienced Mortgage & Protection Adviser to join an established Appointed Representative of HLPartnership.

This is an excellent opportunity for an adviser who wants to increase their earning potential without the constant pressure of generating their own leads.

You will receive 100% warm, pre-booked appointments, allowing you to focus on what you do best: advising clients, building relationships and writing quality mortgage and protection business.

The client base consists primarily of High Net Worth clients within the healthcare sector, providing access to high-quality opportunities, strong case values and significant potential for repeat and referral business.

What’s on offer?

• 100% warm, pre-booked appointments, with no requirement to self-generate leads
• Access to High Net Worth clients within the healthcare sector
• Full administration support, allowing you to concentrate on advising and converting business
• A well-established lead source with strong conversion potential
• A flexible self-employed working arrangement
• The opportunity to build a consistent and sustainable pipeline
• Expected servicing levels of approximately 10 to 15 clients per week
• Strong earning potential for advisers who can convert high-quality opportunities effectively
• Potential earnings of £150,000+ in Year 1
• The possibility of a commission advance during the first six months, subject to agreement, to help support the transition into the role

About You

We are looking for an experienced Mortgage & Protection Adviser with a proven track record across both mortgage and protection advice.

You Will Ideally Have

• CAS status in both Mortgages and Protection
• CeMAP qualification or equivalent
• A minimum of two years’ experience as a Mortgage & Protection Adviser
• A strong track record of protection conversion
• Experience working with High Net Worth clients, although this is not essential
• Excellent communication and relationship-building skills
• A professional and client-focused approach
• Strong organisation and pipeline management skills
• The ability to convert warm appointments into high-quality mortgage and protection business

Why consider this opportunity?

This role is particularly well suited to an adviser who is highly effective with clients but does not want to spend a significant proportion of their time prospecting for new business.

With warm, pre-booked appointments, access to a High Net Worth healthcare client base and full administration support, you can focus your time on providing quality advice, converting opportunities and maximising your earning potential.

If you are an experienced Mortgage & Protection Adviser looking for a genuinely lead-supported, self-employed opportunity with significant income potential, we would be pleased to hear from you.