Job Title

Mortgage Advisor / Life & Protection Financial AdvisorMake sure to read the full description below, and please apply immediately if you are confident you meet all the requirements.An exciting opportunity for a self-employed Mortgage Advisor / Life & Protection Financial Advisor to provide expert mortgage advice, protection solutions, and client-focused financial services while building strong client relationships and growing a successful advisory business.If youve also worked in the following roles, wed also like to hear from you: Financial Adviser, Mortgage Consultant, Protection Specialist, Independent Financial Adviser, Loan AdvisorLOCATION: Remote working covering clients in Wokingham, Berkshire and surroundsJOB TYPE: Self-EmployedWORKING HOURS: Manage your own Hours. Full-Time or Part-Time. FlexibleJOB OVERVIEWWe have a fantastic new job opportunity for a Mortgage Advisor / Life & Protection Financial Advisor to join a growing and well-regarded organisation operating within financial services.The Appointed Representative is a trusted and highly rated brokerage with 5 Star Google reviews.As a Mortgage Advisor / Life & Protection Financial Advisor you will support clients through key financial decisions, offering tailored mortgage and protection advice while delivering excellent customer service and building long-term relationships.The Mortgage Advisor / Life & Protection Financial Advisor role offers flexibility, remote working, and the opportunity to grow a successful self-employed business with access to lead generation, marketing support, and administrative assistance.You will benefit from a supportive network, strong earning potential, and the freedom to manage your own pipeline, client acquisition, and business development activities.If youre looking to take your career to the next level, this could be the opportunity youre looking for.WHY JOIN?Fully remote, self-employed workingFlexible working hours (full-time or part-time)Lead support availableCompetitive commission structure (up to 85%)Optional monthly fees from 0140Opportunity to work with an established and respected organisationDUTIESYour duties as the Mortgage Advisor / Life & Protection Financial Advisor include:Provide Tailored Advice: Deliver personalised mortgage and protection solutions based on client needsClient Relationship Management: Build and maintain strong, long-term client relationshipsLead Conversion: Manage and convert warm leads into successful business opportunitiesBusiness Development: Generate new business through networking and referralsRegulatory Compliance: Ensure all advice and processes meet industry regulations and standardsPipeline Management: Manage a consistent pipeline of clients and applicationsMarket Knowledge: Stay updated on mortgage products, lenders, and protection optionsCustomer Service Delivery: Provide a high level of professional and responsive client supportCANDIDATE REQUIREMENTSESSENTIALCeMAP qualification or equivalentCompetent Advisor Status (CAS)Previous experience in mortgage and protection adviceStrong communication and interpersonal skillsSelf-motivated with the ability to manage workload independentlyOrganised with effective time management skillsClient-focused approach with a commitment to excellent serviceDESIRABLEExperience with lead generation and business developmentKnowledge of a wide range of lenders and financial productsBackground in financial services or advisory rolesHOW TO APPLYTo be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CVs 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-C14574Full-Time and Part-Time Self-Employed Contract Financial Services Jobs, Careers and Vacancies. Find a new job and work in Wokingham, Berkshire. Multi-Job Board Advertising and CV Sourcing Recruitment Services provided by AWD online.AWD online specialise in sourcing candidates and advertising vacancies on multiple job boards for companies on a non-commission basis. xjdpvnf AWD online operates as an employment agency.