Mortgage & Protection Adviser

This remote Mortgage & Protection Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic advice to all.

They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial journey looking to make smaller contributions.

As a Mortgage & Protection Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc. You own any clients you self-generate. On self-generated business, you receive 80%, with no fees and no network deductions (due to being a DA firm).

You will have access to whole of market and autonomy to provide advice.

Naturally, the firm are advocates of technology, enabling greater efficiency within the business. You will benefit from their systems which pre-populate forms, reviews, integrate directly to Zoom and automatically chase outstanding items. However, you will also have support from their Administrators and Paraplanners where a personal touch is needed. Their current Advisers are seeing significant reductions in time spent on administrative tasks, freeing them up to write plentiful new business.

Alongside your mortgage and protection advice, should you identify any investment or pension advice needs, you can cross refer business internally and typically receive 30% of the case. If you obtain your Diploma, you can become licensed to offer financial planning as well!

Mortgage & Protection Adviser Requirements

• You must be a current Mortgage and/or Protection Adviser
• You should hold the relevant qualifications for your areas of advice such as CeMAP or R05 (or equivalent)
• You should have your own clients or methods to generate new business
• You must be an advocate of technology and happy to lean into the benefits offered

The Company

This leading, fintech firm is rapidly growing and becoming a recognised name providing financial advice to all. The business provides advice on pensions, protection, investment and mortgage advice, alongside their digital service aimed at helping clients who are often overlooked.

Mortgage & Protection Adviser Benefits

• Self-employed role with uncapped OTE (circa £60,000 - £100,000)
• 80% on self-generation and 50% on company leads
• No fees (PI, FCA, FSCS all included!) and no network deductions
• Remote based role
• AR option available for individuals looking to build their own brand

Location

Nationwide

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