CrawlJobs Logo

Self-Employed Mortgage Advisor

· Job Posted May 05, 2026
Apply Position
Job Link Share

Job Description

Our client is a well-established and growing mortgage brokerage that has successfully expanded from a one-person operation into a thriving team of around 20 advisers and support staff. They have built an excellent reputation for combining the flexibility of self-employment with the support, culture, and lead flow usually associated with employed roles. The business has strong relationships with introducers and receives a consistent stream of organic leads from estate agency partners, IFAs, and web sources. They also offer specialist services across later life lending, bridging finance, and commercial finance, creating additional earning opportunities for advisers through referrals or specialist placements. This is an excellent opportunity for an experienced broker who wants autonomy, strong support, and access to quality leads within a collaborative environment.

Job Responsibility

  • Advising clients on suitable mortgage and protection solutions
  • Managing cases from enquiry through to completion
  • Building and maintaining long-term client relationships
  • Working with company-provided leads and self-generated opportunities
  • Identifying referral opportunities for bridging, later life, and commercial finance
  • Working closely with administration and support teams to maximise efficiency
  • Delivering excellent customer service and compliant advice at all times

Requirements

  • Minimum 2 years’ mortgage broking experience
  • Proven ability to manage mortgage cases independently
  • CAS status preferred or recent advising background
  • Estate agency brokerage experience highly desirable
  • Existing client bank beneficial but not essential
  • Motivated self-starter who works well within a team environment
  • Experience across specialist finance areas advantageous but not essential

Nice to have

  • CAS status preferred or recent advising background
  • Estate agency brokerage experience highly desirable
  • Existing client bank beneficial but not essential
  • Experience across specialist finance areas advantageous but not essential

What we offer

  • High commission splits with uncapped earnings
  • Regular supply of quality company leads
  • Hybrid working flexibility
  • Full administration support
  • Supportive and collaborative team culture
  • Opportunity to grow your own client bank
  • Retainer available during onboarding period
  • Referral income from specialist finance cases

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Similar Jobs for

Self-Employed Mortgage Advisor

8 matching positions

Self-Employed Mortgage Advisor

Self-Employed Mortgage Advisor position with uncapped earnings, fully remote (UK...
Location
Location
United Kingdom , Remote
Salary
Salary:
Not provided
placingfaces.co.uk Logo
Placing Faces
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Must hold Competent Adviser Status (CAS)
  • Proven experience as a Mortgage Advisor
  • Have an existing client bank or strong plan for self-generation
  • Strong self-motivation and ability to work independently
Job Responsibility
Job Responsibility
  • Provide whole-of-market mortgage and protection advice to clients
  • Source and recommend suitable mortgage products
  • Manage client relationships and deliver ongoing support
  • Generate new business through own network or marketing activity
  • Ensure all business is compliant with FCA regulations
  • Manage own pipeline and workload independently
What we offer
What we offer
  • Fully remote, flexible working environment
  • High commission splits with uncapped earnings potential
  • No targets or micromanagement
  • Whole-of-market access with full lender flexibility
  • Compliance, PI cover, and back-office support provided
  • Weekly commission payments
  • Ability to build and run your own business
  • Access to relationship management support and optional external paraplanning
  • Fulltime
Read More
Arrow Right

Trainee Mortgage Advisor

Location
Location
Colchester
Salary
Salary:
Not provided
placingfaces.co.uk Logo
Placing Faces
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Must have the CeMAP qualification
  • Must be happy being self-employed
  • Strong communication and interpersonal skills
  • Driven, self-motivated, and comfortable working in a self-employed environment
  • A genuine interest in financial services and helping clients
  • Ability to work in a structured training environment and develop quickly
Job Responsibility
Job Responsibility
  • Advising clients on mortgage products
  • Managing warm, pre-qualified leads provided by the business
  • Building relationships with clients and guiding them through the mortgage process
  • Working towards Competent Advisor Status (CAS)
  • Maintaining compliance and delivering high-quality customer outcomes
What we offer
What we offer
  • Full training, coaching, and ongoing support provided
  • All leads provided
  • Clear progression pathway to CAS and beyond
  • High earning potential with proven success from current advisors
  • Hybrid working flexibility once fully trained
  • Fulltime
Read More
Arrow Right

Founding Mortgage Advisor

Location
Location
United Kingdom
Salary
Salary:
Not provided
placingfaces.co.uk Logo
Placing Faces
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Fully CeMAP qualified (or equivalent)
  • Proven track record of self-generating mortgage business
  • Comfortable working in a start-up, self-employed environment
Job Responsibility
Job Responsibility
  • Generate and manage your own mortgage business pipeline initially
  • Provide expert mortgage advice and end-to-end client support
  • Build long-term client relationships aligned with a values-driven proposition
  • Contribute to business growth and brand presence in early-stage development
  • Transition into handling company-provided leads as they scale
  • Support future hiring, mentoring, and team development
  • Play a key role in shaping processes, culture, and strategy
What we offer
What we offer
  • First hire advantage with clear progression to Head of Mortgages / Director level
  • Opportunity to help build and shape a business from the ground up
  • Access to fully digital, modern systems and infrastructure
  • Fulltime
Read More
Arrow Right

Mortgage & Protection Advisor

Our client is an award winning and well established mortgage brokerage with a st...
Location
Location
United Kingdom , Sheffield
Salary
Salary:
70000.00 - 80000.00 GBP / Year
placingfaces.co.uk Logo
Placing Faces
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • CeMAP qualified (or equivalent)
  • Proven experience as a Mortgage & Protection Advisor
  • Strong knowledge of the mortgage and protection market
  • Comfortable generating business alongside working company leads
  • Ability to work independently in a self-employed environment
  • Excellent communication and relationship-building skills
  • Full UK driving licence preferred due to regional client coverage
Job Responsibility
Job Responsibility
  • Advising clients on mortgage and protection solutions tailored to their needs
  • Handling a mixture of provided leads and self-generated business
  • Managing the full mortgage process from enquiry through to completion
  • Building and maintaining relationships with clients, estate agents and introducers
  • Providing expert guidance across residential, remortgage and protection products
  • Generating business through networking and relationship building
  • Delivering excellent customer service throughout the client journey
  • Managing your own administration and pipeline
What we offer
What we offer
  • Strong lead source
  • Full leads provided
  • Retainer available to support you in the early months
  • Hybrid working with only 1 office day per week
  • Monday to Friday working pattern
  • High earning potential
  • 50/50 split on leads provided
  • 70/30 split on self generated business
  • Fulltime
Read More
Arrow Right

Mortgage & Protection Advisor

Location
Location
United Kingdom
Salary
Salary:
60000.00 - 70000.00 GBP / Year
placingfaces.co.uk Logo
Placing Faces
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Fully CeMAP qualified (or equivalent)
  • Experience advising on residential mortgages
  • Comfortable handling shared ownership, buy-to-let and self-employed cases
  • Strong track record of converting leads
  • Confident discussing and selling protection products (life & income protection essential)
  • Self-motivated and able to manage a busy lead flow
Job Responsibility
Job Responsibility
  • Provide advice on residential, buy-to-let and shared ownership mortgages
  • Manage a high volume of warm, qualified leads
  • Deliver strong protection advice alongside mortgage recommendations
  • Convert leads efficiently and compliantly
  • Build and maintain relationships with clients and introducers
  • Attend the Essex office weekly for collaboration and performance support
What we offer
What we offer
  • High-quality leads provided
  • Strong earning potential
  • Competitive commission splits
  • Supportive environment with proven advisor success stories and internal progression
  • Fulltime
Read More
Arrow Right

Mortgage & Protection Advisor

We are working with a WOM brokerage based in Rochester. They have a high street ...
Location
Location
United Kingdom , Rochester
Salary
Salary:
Not provided
placingfaces.co.uk Logo
Placing Faces
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2+ years Mortgage & protection Advisor experience is essential
  • Fully CeMAP qualified or equivalent
  • Must be able to manage own workload and stay organised
Job Responsibility
Job Responsibility
  • Liaise with lenders to secure competitive mortgage rates
  • Stay updated on mortgage products, policies, and regulations
  • Build and maintain strong client relationships
  • Ensure compliance with financial regulations and internal policies
  • Must be able to manage own diary
What we offer
What we offer
  • 50/50 on leads provided
  • 70/30 for your self-generated business
  • Be self-employed
  • Fulltime
Read More
Arrow Right

Mortgage & Protection Advisor

We are working with a WOM brokerage based in Rochester. They have a high street ...
Location
Location
United Kingdom , Rochester
Salary
Salary:
Not provided
placingfaces.co.uk Logo
Placing Faces
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2+ years Mortgage & protection Advisor experience is essential
  • Fully CeMAP qualified or equivalent
  • Must be able to manage own workload and stay organised
Job Responsibility
Job Responsibility
  • Liaise with lenders to secure competitive mortgage rates
  • Stay updated on mortgage products, policies, and regulations
  • Build and maintain strong client relationships
  • Ensure compliance with financial regulations and internal policies
  • Must be able to manage own diary
What we offer
What we offer
  • 50/50 on leads provided
  • 70/30 for your self-generated business
  • Be self-employed
  • Fulltime
Read More
Arrow Right
New

IT Training Lead

The IT Training Lead will drive technology learning and user adoption across the...
Location
Location
United States , Delray Beach
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Experience in IT training, instructional design, technical enablement, or learning and development
  • Strong knowledge of Microsoft 365
  • Excellent communication, facilitation, and content development skills
  • Ability to translate technical concepts into practical, user-friendly training.
Job Responsibility
Job Responsibility
  • Design, develop, and deliver IT training programs in instructor-led, virtual, and self-paced formats
  • Take lead in the Microsoft Copilot and AI training strategy, including onboarding, advanced use cases, responsible AI usage, and ongoing enablement
  • Partner with IT leadership to support new technology rollouts, system upgrades, and digital transformation initiatives
  • Create and maintain training content, including videos, guides, tutorials, and job aids
  • Identify skill gaps and develop targeted learning solutions to improve adoption and productivity
  • Gather feedback and measure training effectiveness to continuously improve programs.
Read More
Arrow Right