Self-Employed Mortgage Advisor / Life & Protection Financial Adviser

This is an excellent opportunity for a qualified financial services professional seeking a self-employed role with access to high-volume estate agency leads, transparent commission structures, and long-term growth potential within a modern advisory organisation.

If you’ve also worked in the following roles, we’d also like to hear from you:

Mortgage Broker, Mortgage Consultant, Life & Protection Adviser, Financial Adviser

REMUNERATION

Self-Generated Business: 75% broker and procuration fees and 80% protection and GI commission

Introduced Business: 55% across broker, procuration, protection, and GI

Monthly membership fee: £99 (first 6 months free)

Guarantee (Subject to Eligibility)

£3,000 per month for the first 6 months
Top-up if earnings fall below the guarantee
Unearned guarantee recoverable from month 7

Equity:

Equity participation available
Initial and performance-based share awards
Governed by a separate shareholder agreement

LOCATION: Remote Working

JOB OVERVIEW

We have a fantastic new job opportunity for a Self-Employed Mortgage Advisor / Life & Protection Financial Adviser to join a growing advisory business offering independence alongside a strong, national lead source.

As a Self-Employed Mortgage Advisor / Life & Protection Financial Adviser, you will provide compliant mortgage, life, and protection advice, managing cases from initial enquiry through to completion while building strong introducer relationships.

The Self-Employed Mortgage Advisor / Life & Protection Financial Adviser role is ideal for individuals who value autonomy, transparent earnings, and the opportunity to benefit from long-term business growth, including equity participation.

Reliable, high-volume lead sources are normally exclusive to corporate PAYE models. This offers self-employed advisers a rare chance to enjoy the freedom of independence and ownership, while still benefiting from a proven, consistent lead flow.

WHY JOIN

Self-employed, independent model

National estate-agency lead source

Transparent remuneration

HL Partnership compliance support

Long-term value through equity participation

DUTIES

Your duties as the Self-Employed Mortgage Advisor / Life & Protection Financial Adviser include:

Providing Financial Advice: Deliver compliant mortgage, life, and protection recommendations tailored to client needs

Case Management: Manage cases from initial enquiry through to completion

Client Relationship Management: Build and maintain strong relationships with introducers and clients

Compliance Adherence: Operate in line with FCA, network, and appointed representative compliance standards

Record Keeping: Maintain accurate and up-to-date CRM records

Business Development: Develop self-generated business alongside introduced leads

CANDIDATE REQUIREMENTS

CeMAP qualification or equivalent

Previous experience in mortgage, life, and protection advice

Eligibility for FCA approval as a Registered Individual

Strong understanding of compliance and regulatory standards

Comfortable operating within a self-employed advisory model

Professional, client-focused communication skills

BENEFITS

Competitive commission structure on self-generated and introduced business

Monthly earnings guarantee for the first six months (subject to eligibility)

Access to a national estate-agency lead source

Compliance and administrative support

Opportunity for equity participation and long-term value creation

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-C14302

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Mortgage Advisor / Life & Protection Financial Adviser