We have exceptional talent and we’re looking for more

Professional

We are constantly looking for exceptional candidates for the right job

Whether you are a qualified adviser looking to join an experienced firm, expand your prospering business or set-up a new practice; our recruitment team are passionate about matching amazing people with our fantastic firms and experienced partners.

Mortgage and Protection Adviser

Location: Central London & South West London

Salary: TBC
Job Reference Number: CPF140721

Overall Responsibility:
Capital Private Finance was established in 2010 and specialises in property finance working very closely with over 110 branches of Hamptons and John D Wood in London and the south of England. We are part of Countrywide Limited which is a subsidiary of Connells Group.

Our Advisers provide specialist advice to clients regarding their property-based finance needs and are able to assist those with complex income structures and more unusual circumstances. They are able to utilise bridging, commercial, development and other structures within their solutions for our clients. We have an exciting opportunity for an experienced Mortgage Advisers to join our team of 25 advisors in both central and south west London

• Provide professional advice to our new clients introduced via our introducers
• A minimum of two years’ experience as a Mortgage adviser and hold full CeMAP or equivalent qualification
• Provide an excellent level of service and a clear understanding of the regulatory framework
• A drive and enthusiasm to succeed
• The ability to build relationships across our business

Company Benefits:
Within this role you will be provided with:

• Competitive salary and uncapped commission paid monthly and annual loyalty bonus
• Minimum 25 day holiday, car allowance, pension and access to life assurance, healthcare and other employee benefits
• Opportunity to work with premium brands, Hamptons and John D Wood and their leads
• Leads from our estate agency introducers
• You will be supported with by both a Sales Manager and Business Assurance Manager and you will join a successful team

Apply now

Business Assurance Assessor

Location: Bournemouth (working remotely initially)

Salary: Competitive
Job Reference Number: MIH060721

Overall Responsibility:
To provide a quality review service ensuring that “best advice” and “best practice” are adopted within the Company structure.

Working as part of a team the role entails checking cases that our appointed representatives submit in an ongoing effort to ensure that ‘best advice’ is being given to their clients and the FCAs principle of ‘Treating Customers Fairly’ is being applied. The checking of cases will ensure a compliant sales process is being demonstrated and recorded within our internal system. This will contribute to ensuring that a positive customer culture is embedded within the organisation.

Your primary responsibility will be to verify the standards of advice given and to clearly report the findings to all relevant parties; recommending remedial action where appropriate and duly monitoring the progress of any such action plans. You will have the opportunity to assist with training needs; act as a point of reference for the business and maintain Management Information for senior management.

You will build positive relationships with advisors through regular contact and feedback. You will also be encouraged to maintain your personal development and continue to progress with industry qualifications to achieve a positive customer culture.

Key Responsibilities:
• Check cases to ensure that customers are treated fairly and that documentation meets FCA and Mortgage Intelligence Holdings’ requirements and ensure a positive customer culture
• Assessment of Mortgage, general insurance and protection cases against regulatory and in-house standards ensuring a positive customer outcome
• Increase standards of record keeping, and documentation
• Provide feedback to all advisers regarding cases checked ensuring that positive relationships are both built and maintained ensuring efficient and fair outcome for customers.
• Provide feedback to field staff to ensure consistency for continuous monitoring.
• Reporting results of assessments and monitoring responses.
• Analysis of results to identify trends, areas of development and potential risks.

Apply now

Experienced Mortgage and Protection Adviser

Location: Hampshire
Job Reference Number: PM180221
Salary: £25,118.00-£33,500.00 per year OTE £60,000 and uncapped

We are a highly successful Hampshire based mortgage brokerage. Our business is expanding, and we are looking for office based mortgage advisers to join our already established and successful team. Leads and admin support provided.

We pride ourselves on sourcing the best mortgage and protection products for any circumstance and require our advisers to provide outstanding customer service.

We ensure that our employees are well-rewarded for their hard work dealing with our established client base and new enquiries that we will provide. Plus, it is a friendly, vibrant, fun place to work and we are really sociable (when we can).

Mortgage Adviser Key Responsibilities:

– You will be involved in inbound and outbound calls
– Solid communication and interpersonal skills; ability to be personable yet persistent
Independent and thrives on immersion in a rapidly changing environment
– Proactive, can-do attitude, follow-through, resourcefulness, attention to detail and strong verbal and written communication skills
– Passion for consultative solution selling with a drive to innovate
– You must be driven to succeed and demonstrate the desire to outperform all of your peers.

Experience:

CeMAP qualified (or equivalent) with extensive experience in the market place.
Currently advising or have advised in the last 12 months (CAS).

Apply now

Mortgage and Protection Adviser

Location: Nationwide
Job Reference Number: RAMC210121
Salary: Negotiable commission splits

Award winning Right-Advice, a well established Milton Keynes based and successful brokerage offering mortgage and protection advice. We are looking for candidates who hold full CeMAP (or equivalent), and have been writing mortgage business in a regulated environment for the last 12 months. The successful candidate does not need to be local to Milton Keynes if willing to work remotely. We have good systems in place to accommodate remote processing.

We have established relationships with local estate agents and corporate firms require someone to assist with all the agency’s mortgage referrals as well as assisting with Right-Advice overflow of existing clientele. We are a high street based office with a vast client bank and looking at establishing a relationship with a new adviser on a long term, valued and successful relationship.

The position long term also has potential to look at creating a partnership and possible future release of shareholding within the business for any successful candidate.

Apply now

Self-Employed Mortgage and Protection Adviser

Location: Hampshire
Job Reference Number: P3091120
Salary: Competitive

About Us
P3 Mortgage Group Ltd are a young, dynamic and growing mortgage and protection business based in Lee on Solent, Hampshire.

Perfectly placed in the market place, P3 offer a full and comprehensive range of tailored, bespoke mortgage and protection products to clients of all ages and circumstances.
We have already built strong relationships with local IFA’s and continuing to add to our partnership portfolio.
Forward thinking, innovative and proactive, P3 are building momentum and a strong reputation in the mortgage/protection market.

About You
We are looking for a dynamic and experienced mortgage adviser to join the business and have a pivotal position in our future growth and success.

You will be a solid communicator and have excellent interpersonal skills, both written and verbal with ability to be personable yet assertive.
Possessing a ‘can do – will do’ attitude is vital for this role along with being able to think outside the box when needed.
You must have excellent attention to detail, be totally client focussed along with being sales driven. However, offering the very best bespoke client service is your priority and overall goal.
You will have previous experience in a similar role, a proven track record, be CeMAP qualified, fully compliant and ideally have CAS status.
However, your main attributes will be positivity, professionalism and a true passion and talent for guiding clients through the toughest purchase and decision of their lives.

The Role
Working within our modern offices in The Innovation Centre, you will transact business with clients over the phone, email, Zoom or face to face where applicable/possible advising on all Mortgage and Protection products.
As well as being given a share of new clients as they approach us, you will be required to source your own business as P3 Mortgage Group Ltd clients.
This position is on a self-employed basis with excellent industry splits, solid back office support, a ‘show piece’ environment to work in and a dynamic and positive work environment.

Qualifications and Experience
Experience:
• Mortgage and Protection: minimum 1 year/CAS (preferred)
• Equity release qualified preferred but not essential

Licence:
• Full CeMap (Required)
• CertRER desired

Apply now

Mortgage and Protection Adviser

Location: Nationwide
Job Reference Number: PFL290819
Salary: Negotiable commission splits

Are you a mortgage and protection adviser working within an estate agency, bank or building society and seeking your next career step? Then look no further…

We are a long-standing professional company with many years’ experience in the financial services industry, seeking a successful, experienced and fully qualified Mortgage and Protection Adviser to help develop the company’s long-term ambition to grow. This is an ideal opportunity for an experienced adviser to take the next step into self-employment, with the support and expertise of an established Appointed Representative firm to guide and support you.

Remuneration Package:
Remuneration is commission based.
Administration support is provided to help you deliver an excellent service to your customers – this will include regular updates to your customers and monitoring of your cases from application to completion meaning you can spend your time building your business.

Responsibilities:
• Cultivating relationships with clients recognising their needs, selling life, critical illness and income protection policies alongside mortgages as commonplace – we will help you to hone your sales skills in this area.

• Visit our Derby office monthly to keep updated and share your knowledge and experience with other advisers.

Requirements:
• Full CeMap or equivalent financial services qualification
• Minimum 1 year’s advising experience within past 2 years (CAS ideal)
• Although we can supply a small number of leads your own lead source or ability to network to gain leads would be beneficial
• This position will require you to be comfortable with working on your own from home or from your own small office

Ideal candidate:
• Excellent ability to build rapport with customers
• An honest and professional approach along with exceptional customer service skills
• Ability to show empathy to customers and your colleagues alike
• Full driving licence and own vehicle a must

If you are interested, please provide your most recent CV and apply using the link below:

Apply now

Mortgage and Protection Adviser

Location: Northants/Bedfordshire and surrounding areas or home worker

Salary: Negotiable commission splits
Job Reference Number: GMS180920_1

Description:
A successful brokerage firm are looking for an experienced or newly qualified self-employed Mortgage and Protection Adviser to join the company to assist with their growing business. The ideal candidate will be enthusiastic, self-motivated and demonstrate their ability to build trusting relationships with clients. The candidate should also reflect the company’s attitude towards having a strong belief in the quality of advice and maintaining client relationships.
Admin support and some leads will be provided.
Commission splits to be discussed.

Requirements:
Full CeMAP or equivalent
Previous experience within Financial Services

Apply now

Mortgage and Protection Adviser

Location: Northants/Bedfordshire and surrounding areas or home worker

Salary: Negotiable commission splits
Job Reference Number: GMS180920_2

Description:
Guild Mortgage Services (https://guildmortgages.co.uk/) are looking for an experienced or newly qualified self-employed Mortgage and Protection Adviser to join the company to assist with their growing business. The ideal candidate will be enthusiastic, self-motivated and be able to demonstrate their ability to build trusting relationships with clients. The candidate should also reflect the company’s attitude towards having a strong belief in the quality of advice and maintaining client relationships.
Admin support and some leads will be provided.
Commission splits to be discussed.

Responsibilities:
• Providing Mortgage and Protection advice
• Ensuring that existing client relationships are maintained by tailoring the advice that is given to each individual client.
• Proactive contacting of clients in advance of their mortgage expiry dates and following up referrals and leads, bringing in new clients where possible.

Requirements:
Full CeMAP or equivalent
Previous experience within Financial Services

Apply now

Experienced Mortgage and Protection Adviser

Location:Nationwide

Salary:Competitive commission splits
Job Reference Number: TMM290620

Description:
If you’re an ambitious, proactive mortgage adviser who is looking for a new opportunity to take the next step, there is an exciting space at a new all-female led and generated broker firm waiting for you.
The firm has a modern view on flexible working, so you can work from home and work the hours you wish. As well as this, the firm will happily provide you with all the support you need to grow a successful business under their wing.

The competitive commission splits allow you to earn more from your own generated business at a 70/30 split*, on top of the opportunity to take on leads passed on from the firm at a 50/50 split. There is a joining fee of £199, and then a monthly fee of £199* to join this ever-growing and modern firm which contributes towards the support you will receive in growing your business as well as ensuring you are compliant and offering high quality advice.

*Until network CAS is achieved there will be a monthly fee of £299 and all commission will be split on a 50/50 basis.

Responsibilities:
Assisting clients in all types of mortgage enquiries, giving full mortgage and protection advice in accordance with current regulations.
Communicate with estate agents, mortgage lenders, solicitors and insurance providers to ensure all regulatory documentation is completed within the required timescale and quality standards met.
Proactive contacting of clients in advance of their mortgage expiry dates and following up referrals and leads, bringing in new clients where possible.

The Ideal Candidate:
• Excellent ability to build rapport
• Mortgage and protection sales experience – Minimum 1 year
• Exceptional customer service skills
• Excellent telephone manner
• Ability to follow a structured sales process
• Ability to show empathy to customers and your colleagues
• An honest and professional approach to your work

Requirements:
Full CeMAP or equivalent
Minimum one year’s advising experience on Mortgage and Protection products

Apply now

Self-Employed Mortgage and Protection Adviser

Location:Portsmouth/surrounding areas

Salary:TBC
Job Reference Number: CFS140220

Description:
A busy broker firm is looking for an experienced and self-motivated Mortgage Adviser to join the company to assist with their ever-growing client bank. Leads will be provided however majority must be self-generated, and there is also an office space to work from or a choice to work from home. The ideal candidate will be able to demonstrate their ability to build trusting relationships with clients face-to-face and over the telephone. The candidate should also reflect the company’s ethos towards the service provided must reflect that the client’s needs have always come first.

Requirements:
• Full CeMAP or equivalent
• Minimum one year’s advising experience on Mortgage and Protection products

Apply now

Mortgage and Protection Adviser

Location:South East Essex

Salary:Competitive basic salary. Realistic OTE £40,000 + in the first year.
Job Reference Number: PMRFS140220

Description:
Mortgage and Protection Adviser is required to work within a busy brokers in South East Essex, providing mortgage and protection advice to new and existing clients. This is an excellent time to join the company- they have a large bank of existing clients along with new client opportunities provided daily from their large number of introducers, existing clients and recommendations.

Role:
• Carrying out client appointments within local offices or client homes.
• Carrying out a fully compliant sales process when recommending and arranging mortgages, protection and general insurance policies.
• Exceeding monthly targets (for both mortgage and protection)
• Working closely with estate agency colleagues to provide feedback on leads, appointments and applications as well as providing coaching where required in order to generate more opportunities.
• Growing existing client relationships and spotting new client / introducer opportunities.
Administrative support provided

Requirements:
• Fully CeMap or equivalent qualified.
• Minimum of 1 year’s current experience within the mortgage industry.
• Full driving licence and own vehicle a must.
• Professional, well presented and forward thinking.

Apply now

Mortgage and Protection Adviser

Location: Yorkshire
Job Reference Number: TMW071119
Salary: TBC/Negotiable commission splits

Description:
We are looking for a qualified and experienced Self-Employed Mortgage and Protection Adviser to join our busy and proactive team.
The ideal candidate will be an experienced self-employed professional adviser who is able to establish and maintain client relationships. Providing advice in both Mortgages and Protection, ensuring each client is tailored to individually and communicating with them every step of the way.
You will receive administrative support and assistance with establishing leads.
If you are looking for an opportunity to be able to set your own schedule, work primarily from home and manage your own workload then please apply below.

Apply now

Mortgage & Protection Consultant

Location: Buckinghamshire
Job Reference Number: BMC180919
Salary: Negotiable Commission Splits

Job Description:
Are you a mortgage & protection advisor with a minimum of 12 months experience?
Can you bring your own clients?
This is an opportunity to join a growing business with strong beliefs in providing quality advice.
We will provide support for individuals who want to build long term customer relationships

This is an ideal opportunity for an experience adviser to take the next step to self-employment with the support and expertise of an experience appointed representative

Apply now

Mortgage and Protection Adviser

Location: Bromley
Job Reference Number: TMD090519
Salary: TBC/Negotiable commission splits

Description:
A busy brokerage firm is looking for an experienced self-employed Mortgage and Protection Adviser to join the company to assist with their growing business. Some leads will be provided initially however leads will also need to be self-generated. The ideal candidate will be enthusiastic, self-motivated and also able to demonstrate their ability to build trusting relationships with clients face-to-face and over the telephone.
Commission and/or Salary to be discussed.
Network support and access to a Mortgage and Protection helpdesk available.
Opportunity for admin support may be provided based on business levels.

Responsibilities:
Providing Mortgage and Protection advice
Ensuring that existing client relationships are maintained by tailoring the advice that is given to each individual client.
Proactive contacting of clients in advance of their mortgage expiry dates and following up referrals and leads, bringing in new clients where possible.

Requirements:
Full CeMAP or equivalent
Minimum one year’s advising experience on Mortgage and Protection products

Apply now

Mortgage and Protection Adviser

Location: London, Kent, Hampshire, or Berkshire
Job Reference Number: HM060219
Salary: Commission & Fee Based OTE £50,000 +

Description:
Heights Mortgages are looking for an experienced self-employed professional Adviser.
The ideal candidate must be proactive and enthusiastic, with the ability to deal with clients in a professional and charismatic manner to represent the company image to a high standard.

Must have excellent time keeping and management skills, be flexible with cases and
have a strong belief in the quality of advice in maintaining client relationships. The successful candidate will be working within set targets and will be required to write a minimum of 7 cases per month. Admin support provided. Position available for immediate start.

Responsibilities:
• Providing Mortgage and Protection advice
• Proactively contacting clients in advance of their mortgage expiry dates
• Sourcing and managing new leads
• Taking part in the company’s annual marketing events
• Working towards set targets on a monthly basis
• Guaranteeing that the advice you give is tailored to each individual client
• Ensuring the company image are represented and maintained to a high standard

Requirements:
• Full CeMap or equivalent qualification
• Experienced in Mortgage and Protection Advice

Apply now

Mortgage & Protection Adviser

Location: Essex
Job Reference Number: EHF281118
Salary: TBC

Description:
The company is seeking an experienced self-employed professional Adviser.
The candidate should be proactive and enthusiastic, be flexible with cases and
have a strong belief in the quality of advice and maintaining client relationships.
Leads and admin support provided.

Responsibilities:
• Providing Mortgage and Protection advice, leads provided
• Ensuring that existing client relationships are preserved,
proactively contacting clients in advance of their mortgage expiry dates
• Following up referrals and leads, bringing in new clients where possible
• Guaranteeing that the advice you give is tailored to each individual client

Requirements:
• Full CeMap or equivalent qualification
• Experienced in Mortgage and Protection Advice

Apply now

Mortgage Adviser

Location: Hampshire, Wiltshire, Berkshire or Oxfordshire
Job Reference Number: MOR270217
Salary: Commission only £60,000 PA

Description:
The Mortgage Brain are looking for experienced self-employed Mortgage Brokers to join their successful and dynamic team. A successful candidate will be required to write a minimum of 5 cases per week, to eventually manage an area of sites and develop a team of new build sale advisers to meet an 85% conversion rate. Full CeMAP or equivalent and experience in the financial services industry required. Position available for immediate start.

Apply now

Mortgage Adviser

Location: Kent
Job Reference Number: STE071118
Salary: Self-employed £40,000 – £80,000

Description:
We are a well established and successful mortgage broker based in Kent and covering four Hunters estate agency offices. We advise on mortgage and protection products. The ideal candidate should hold full CeMAP, and be able to demonstrate a good background in sales, with telephone sales being a particular advantage. Leads supplied via estate agents, brand generated and pipeline business.

Apply now