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Mortgage & Protection Advisor – Self‑Employed

THE OPENWORK PARTNERSHIP · South Shields

Remote
Remote Senior 🇬🇧 English

Job description

About the role

We are seeking an experienced Mortgage & Protection Advisor to join Reliance Financial Services, part of The Openwork Partnership, on a self‑employed basis. You will deliver holistic mortgage advice, build lasting client relationships and benefit from full administrative support while working remotely across the UK.

Key responsibilities

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

Required profile

  • CeMAP (or equivalent) qualification.
  • Entrepreneurial mindset with a proven sales track record.
  • Strong communication skills and self‑motivation.
  • Ambitious drive to develop a personal business network.
  • Good knowledge of industry regulations and compliance standards.

Required skills

    What we offer

    • Supportive, growth‑focused environment.
    • Full administrative support and generous commission structure.
    • No adviser fees and remote work flexibility.
    • Long‑term pathway to wealth advising and potential business partnership.

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    Published 2 months ago

    32 views · 0 interested

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    THE OPENWORK PARTNERSHIP

    South Shields