Mortgage Advisor / Life & Protection Financial Advisor

Mortgage Advisor / Life & Protection Financial Advisor

A fantastic opportunity for a Mortgage Advisor / Financial Advisor to deliver whole-of-market mortgage and protection advice in a fully remote, flexible, self-employed role with pre-qualified leads and strong earning potential.

If you’ve also worked in the following roles, we’d also like to hear from you: Mortgage Consultant, Protection Advisor, Lending Advisor, Financial Consultant, Protection Specialist, Independent Financial Adviser, Loan Advisor

LOCATION: Remote working covering clients in Worcester, Worcestershire and surrounds

JOB TYPE: Self-Employed

WORKING HOURS: Manage your own Hours. Full-Time or Part-Time. Flexible

JOB OVERVIEW

We have a fantastic new job opportunity for a Mortgage Advisor / Life & Protection Financial Advisor to join a growing and supportive organisation offering full remote working and flexibility.

The Appointed Representative is a trusted and highly rated brokerage with 5 Star Google reviews.

As a Mortgage Advisor / Life & Protection Financial Advisor you will focus on delivering tailored mortgage and protection advice, working with pre-booked appointments and managing cases from enquiry through to completion.

The Mortgage Advisor / Life & Protection Financial Advisor role offers autonomy, uncapped commission, and access to a broad panel of lenders, allowing you to provide whole-of-market solutions across residential and buy-to-let lending.

This is an excellent opportunity for a motivated adviser seeking independence, strong client relationships, and high earning potential within a compliant, well-supported environment.

WHY JOIN?

• Fully remote working with complete flexibility

• Pre-booked, qualified appointments provided

• 75% commission on self-generated business

• 50% commission on company-provided leads

• No monthly fees or upfront costs

• Ongoing training and compliance support

• Uncapped earning potential

DUTIES

Your duties as the Mortgage Advisor / Life & Protection Financial Advisor include:

• Provide Advice: Deliver tailored mortgage and protection advice based on individual client needs

• Case Management: Manage applications end-to-end from initial consultation through to completion

• Lender Sourcing: Source suitable products from a wide panel of lenders across the market

• Client Relationships: Build and maintain strong, long-term client and introducer relationships

• Compliance: Ensure all activities meet FCA regulations and compliance standards

• Product Coverage: Advise on residential, buy-to-let, and specialist lending where appropriate

• Appointment Handling: Work with pre-qualified, pre-booked appointments to maximise efficiency

CANDIDATE REQUIREMENTS

ESSENTIAL

• CeMAP (or equivalent) qualification and Competent Adviser Status (CAS)

• Previous experience in providing mortgage and protection advice within the UK market

• Strong knowledge of mortgage products, lenders, and financial services regulations

• Excellent communication and customer service skills with a client-focused approach

• Ability to manage workload independently in a remote working environment

• Highly organised with strong attention to detail and case management skills

DESIRABLE

• Experience with whole-of-market mortgage sourcing

• Background in buy-to-let or specialist lending

• Proven ability to build introducer relationships and generate business

HOW TO APPLY

To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CV’s of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose.

JOB REF: AWDO-C14573

Full-Time and Part-Time Self-Employed Contract Financial Services Jobs, Careers and Vacancies. Find a new job and work in Worcester, Worcestershire, West Midlands. Multi-Job Board Advertising and CV Sourcing Recruitment Services provided by AWD online.

AWD online specialise in sourcing candidates and advertising vacancies on multiple job boards for companies on a non-commission basis. AWD online operates as an employment agency.