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Self-Employed Mortgage & Protection Adviser

Stellar Select
Posted 12 hours ago, valid for a month
Location

Manchester, Greater Manchester M24WU, England

Salary

£40,000 - £48,000 per annum

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Contract type

Full Time

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Sonic Summary

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  • The position of Self-Employed Mortgage & Protection Advisor is based in Manchester with a hybrid work arrangement of 1-2 days from home.
  • Candidates should have a proven track record in a similar role and ideally hold CeMAP qualification with Competent Adviser Status (CAS).
  • The role offers an attractive salary with on-target earnings ranging from £70,000 to £100,000, including 45% commission on leads provided and 75% on self-generated business.
  • Responsibilities include assessing clients' financial situations, providing tailored mortgage and protection advice, and maintaining strong client relationships.
  • Interested candidates should be motivated, customer-focused, and possess excellent communication skills to thrive in this dynamic environment.

Job Title: Self-Employed Mortgage & Protection Advisor

Location: Manchester Hybrid - 1-2 days WFH

Salary: OTE 70,000 - 100,000

Hours: Monday to Friday 9 am to 5.30 pm

About the position - Self-Employed Mortgage & Protection Advisor:

We're looking for an experienced Self-Employed Mortgage & Protection Advisor to join a high-performing team in Manchester.

This is a fantastic opportunity to put your financial services expertise to work in a role where you'll guide clients through the mortgage process, providing expert, personalised advice to help them make informed decisions.

Ideally, CeMAP qualified with Competent Adviser Status (CAS), you'll have a proven track record in a similar role and a passion for delivering outstanding client service. In return, you'll be joining Salford's largest estate agency, giving you:

  • A steady stream of high-quality, pre-qualified leads booked directly into your diary
  • Full admin and back-office support so you can focus on advising
  • Clear progression opportunities, including potential to move into management

Earnings:

  • 45% commission on leads provided
  • 75% commission on self-generated business

If you're a motivated, service-driven advisor looking for your next challenge, we'd love to hear from you.

Responsibilities required for the role of Self-Employed Mortgage & Protection Advisor:

  • Working closely with a busy estate agent, dealing with pre-qualified mortgage leads
  • Assess clients' financial situations to identify suitable mortgage options
  • Provide expert advice on "whole of market" mortgage products
  • Providing tailored protection advice including life, critical illness, and income protection
  • Liaising with lenders to facilitate/expedite the approval process, offering regular updates to clients
  • Building and maintaining strong relationships with clients to encourage repeat business and recommendations
  • Working closely with our in-house financial advisor, offering an additional service to clients if required
  • Maintain up-to-date knowledge of market trends and changes in mortgage regulations
  • Working with attention to detail, maintaining high compliance standards under FCA guidelines

Experience required for the role of Self-Employed Mortgage & Protection Advisor:

  • Proven track record within a similar role
  • CeMap qualified, ideally with CAS status
  • Results driven, able to find solutions
  • Customer focused, with excellent communication skills
  • Keen eye for detail
  • Pro-active and motivated approach

For more information regarding the role of Self-Employed Mortgage & Protection Advisor please contact us

Stellar Select is acting as an employment agency and is a corporate member of the REC

Due to a high volume of applications, we will only contact you if your application has been successful. We aim to contact all successful contacts within two business days.

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By applying, a CV-Library account will be created for you. CV-Library's Terms & Conditions and Privacy Policy will apply.