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Self-Employed Mortgage & Protection Adviser

Stellar Select Limited
Posted 2 days ago, valid for a month
Location

Manchester, Greater Manchester M17 1DJ, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The position is for a Self-Employed Mortgage & Protection Advisor located in Manchester, offering a hybrid work model with 1-2 days of remote work.
  • Candidates should have a proven track record in a similar role and ideally be CeMAP qualified with Competent Adviser Status (CAS).
  • The role offers an On-Target Earnings (OTE) salary ranging from £70,000 to £100,000, with commission structures of 45% on leads provided and 75% on self-generated business.
  • Responsibilities include guiding clients through the mortgage process, providing tailored protection advice, and maintaining compliance with FCA guidelines.
  • Successful applicants will join Salford's largest estate agency, benefiting from a steady stream of pre-qualified leads and full administrative support.

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.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.