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Mortgage & Protection Advisor (Self‑Employed)

THE OPENWORK PARTNERSHIP · Manchester

Senior 30,000 - 100,000 GBP/year 🇬🇧 English

Job description

About the role

We are seeking an experienced Mortgage and Protection Advisor to join our team on a self‑employed basis. You will work remotely across the UK, delivering tailored mortgage and protection advice to clients with complex financial needs.

Key responsibilities

  • Provide high‑quality, client‑focused mortgage and protection advice aligned with individual objectives.
  • Analyse clients’ financial situations and recommend appropriate mortgage solutions.
  • Maintain accurate client records and ensure ongoing regulatory compliance.
  • Promote services through networking and marketing to grow your client base.
  • Utilise training and support from Sense Financial and The Openwork Partnership.

Required profile

  • CeMAP (or equivalent) qualification.
  • Proven track record in mortgage sales and client relationship building.
  • Self‑motivated with strong communication skills.
  • Entrepreneurial drive to develop a personal business network.
  • Good knowledge of industry regulations and compliance standards.

Required skills

  • Mortgage advisory expertise.
  • Protection product knowledge.
  • Regulatory compliance awareness.

What we offer

  • Generous commission structure: 65/35 split on procuration and adviser fees plus first‑year premium on protection policies.
  • No adviser fees.
  • Full compliance support and ongoing training.
  • Flexible remote working arrangements.
  • Access to a seasoned team with decades of combined experience.

Questions fréquentes

Le salaire proposé pour ce poste est de 30-100k GBP par an. Le détail figure dans l'annonce.
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Published 2 months ago

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THE OPENWORK PARTNERSHIP

Manchester