Mortgage Adviser - self-employed
| Dyddiad hysbysebu: | 18 Chwefror 2026 |
|---|---|
| Cyflog: | £25,000 i £100,000 bob blwyddyn |
| Gwybodaeth ychwanegol am y cyflog: | This is a self emloyed commision based role |
| Oriau: | Llawn Amser |
| Dyddiad cau: | 20 Mawrth 2026 |
| Lleoliad: | Taunton |
| Gweithio o bell: | Yn gyfan gwbl o bell |
| Cwmni: | Future Focused Mortgages & Protection |
| Math o swydd: | Parhaol |
| Cyfeirnod swydd: |
Crynodeb
Full Cemap required mortgage adviser
About Future Focused Mortgages & Protection
At Future Focused Mortgages & Protection, we are passionate about helping clients achieve their homeownership dreams and secure their financial future. We simplify the complex mortgage and insurance landscape through expert advice, utilising latest tools & technology, and a truly personal approach.
Our Core Values:
• Customer-Centred Approach: Clients are at the heart of everything we do.
• Technology-Driven Efficiency: We use the latest systems to streamline the journey, letting you spend more time advising.
• Holistic Planning: We support clients as their circumstances evolve.
• Protecting the Future: Providing peace of mind through life and income protection solutions.
• Lasting Relationships: Building trust and long-term partnerships with every client.
________________________________________
The Opportunity
We are seeking a motivated, client-focused Mortgage & Protection Adviser to join our friendly, forward-thinking team. This position offers a competitive remuneration package, leads, and flexible/remote working options.
The successful candidate will assist clients in securing suitable mortgage and protection solutions, providing expert guidance throughout the entire process.
________________________________________
Key Responsibilities
This role combines expert financial advice with proactive relationship management:
• Holistic Advice: Advise clients on the full range of mortgage and protection products from our comprehensive panel of lenders and insurers.
• Client Management: Efficiently manage incoming leads, building rapport and progressing clients from initial enquiry to completion.
• Due Diligence: Assess clients’ financial circumstances to determine suitable mortgage and protection options.
• Compliance: Deliver exceptional client service, ensuring all advice is compliant, thorough, and in the client’s best interest, maintaining accurate records in line with FCA requirements.
• Business Development: Proactively develop client relationships for repeat and referral business, and actively seek new business opportunities (proactively sourcing own clients).
• Market Expertise: Maintain up-to-date knowledge of market trends, lending criteria, and regulatory requirements.
________________________________________
Qualifications & Skills
Category Requirement
Mandatory Qualification CeMAP (or equivalent) qualified Mortgage & Protection Adviser.
Knowledge Strong understanding of mortgage products, protection solutions, lending procedures, and regulatory standards.
Communication Excellent communication and relationship-building skills, with the ability to explain complex financial information clearly.
Aptitude Proficiency in basic maths to accurately assess financial data and calculations.
Professionalism A proactive, professional attitude with a commitment to compliance, organisation, and excellence.
Advantage Proven experience within financial services or mortgage advisory roles is preferred.
________________________________________
What We Offer
• Income Potential: Attractive commission structure, fantastic income potential, and leads provided.
• Flexibility: Flexible / Remote working options available.
• Support: Modern, tech-enabled systems to streamline your workflow and a supportive, collaborative culture.
• Development: Ongoing training and development opportunities.
About Future Focused Mortgages & Protection
At Future Focused Mortgages & Protection, we are passionate about helping clients achieve their homeownership dreams and secure their financial future. We simplify the complex mortgage and insurance landscape through expert advice, utilising latest tools & technology, and a truly personal approach.
Our Core Values:
• Customer-Centred Approach: Clients are at the heart of everything we do.
• Technology-Driven Efficiency: We use the latest systems to streamline the journey, letting you spend more time advising.
• Holistic Planning: We support clients as their circumstances evolve.
• Protecting the Future: Providing peace of mind through life and income protection solutions.
• Lasting Relationships: Building trust and long-term partnerships with every client.
________________________________________
The Opportunity
We are seeking a motivated, client-focused Mortgage & Protection Adviser to join our friendly, forward-thinking team. This position offers a competitive remuneration package, leads, and flexible/remote working options.
The successful candidate will assist clients in securing suitable mortgage and protection solutions, providing expert guidance throughout the entire process.
________________________________________
Key Responsibilities
This role combines expert financial advice with proactive relationship management:
• Holistic Advice: Advise clients on the full range of mortgage and protection products from our comprehensive panel of lenders and insurers.
• Client Management: Efficiently manage incoming leads, building rapport and progressing clients from initial enquiry to completion.
• Due Diligence: Assess clients’ financial circumstances to determine suitable mortgage and protection options.
• Compliance: Deliver exceptional client service, ensuring all advice is compliant, thorough, and in the client’s best interest, maintaining accurate records in line with FCA requirements.
• Business Development: Proactively develop client relationships for repeat and referral business, and actively seek new business opportunities (proactively sourcing own clients).
• Market Expertise: Maintain up-to-date knowledge of market trends, lending criteria, and regulatory requirements.
________________________________________
Qualifications & Skills
Category Requirement
Mandatory Qualification CeMAP (or equivalent) qualified Mortgage & Protection Adviser.
Knowledge Strong understanding of mortgage products, protection solutions, lending procedures, and regulatory standards.
Communication Excellent communication and relationship-building skills, with the ability to explain complex financial information clearly.
Aptitude Proficiency in basic maths to accurately assess financial data and calculations.
Professionalism A proactive, professional attitude with a commitment to compliance, organisation, and excellence.
Advantage Proven experience within financial services or mortgage advisory roles is preferred.
________________________________________
What We Offer
• Income Potential: Attractive commission structure, fantastic income potential, and leads provided.
• Flexibility: Flexible / Remote working options available.
• Support: Modern, tech-enabled systems to streamline your workflow and a supportive, collaborative culture.
• Development: Ongoing training and development opportunities.