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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