Self Employed Mortgage and Protection Adviser
This vacancy is published by an accredited employer with authorized corporate payroll and standard compliance adherence.
Transatlantic Cost of Living & Purchasing Power Benchmark
Position Overview & Specifications
Home Finance Heroes are a growing Mortgage & protection brokerage based in Chadderton, Oldham, our aim is to provide exceptional service to clients across the country. We are situated in the newly converted Station Business Centre, a thriving Financial Services Hub. Station Business Centre houses an accountancy firm, a conveyancing solicitor, an IVA company, an Insolvency Practitioner, a Pensions Complaints Specialist, a Life Insurance business, and more to come. We are conveniently located to the motorway network and close to the Metrolink system. Free parking is available on site.
We are looking to grow our network of advisors in order to grow and share our success.
We are looking for Self Employed Mortgage and Protection Advisers with at least 1 years first charge mortgage experience, full CAS and who is CeMAP qualified. You will have access to your own client bank and regularly be writing business.
Duties included in the role of a Mortgage and Protection Adviser:
- Identify customers’ financial needs and advise them on the best products that suit their requirements.
- Ensure clients understand the products and services offered and the process.
- Complete customer interviews by appointment and on-demand and make sales that meet customers’ needs.
- Look for opportunities to attract new customers and professionals. Deliver a professional and credible service and ensure your knowledge is up to date at all times.
Requirements for the role of a Mortgage and Protection Adviser:
- CeMAP or other industry-recognised qualification
- Experience as a First Charge Mortgage and Protection Adviser
- Full Competent Advisor Status
- Willingness to learn new skills and develop in the role.
- This is a self-employed role so you have the freedom of working from home or using the office space at the business centre
- Excellent written and verbal communication skills
- Outstanding levels of customer service
- Experience of 360 Lifecycle and Twenty7Tec a bonus but full training will be provided
Benefits of this role:
- Freedom to run and develop your own business with the support from one of the largest networks in the UK.
- Full training on systems and compliance
- Access to exclusive products and market leading software.
- Support with marketing and lead generation
- A small number of Leads provided to complement your self generation
- Generous commission splits
Salary/Package for this Mortgage and Protection Adviser:
Salary is via generous commission splits
Job Type: Freelance
Salary: Up to £60,000.00 per year
Benefits:
- Casual dress
- Company events
- Free parking
- On-site parking
- Transport links
Schedule:
- Monday to Friday
- No weekends
Supplemental pay types:
- Commission pay
Application question(s):
- Do you have full CeMAP qualification and full Competent Adviser Status?
Experience:
- Mortgage: 1 year (required)
Work Location: Hybrid remote in Oldham, OL9 0HH
Candidate Selection & Onboarding Process
Application & Resume Screening
Submit your tailored CV/Resume directly to the talent acquisition portal.
Technical & Competency Interviews
Virtual interviews with the hiring manager and multidisciplinary team.
Formal Offer & Benefits Negotiation
Written agreement outlining compensation, equity, retirement vesting, and relocation allowances.
Onboarding & Corporate Integration
Equipment provisioning, team orientation, and commencement of duties.
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Self Employed Mortgage and Protection Adviser • Home Finance Heroes Ltd
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