Self-Employed Mortgage & Protection Advsier

Apr 30, 2025
Solihull
Full Time
HLPartnership
Not Disclosed
Banking
Skills
Graduate Engineering • Accounts Administration • Building Materials • Customer Support • Horticulture
The Role
Graduate Engineering • Accounts Administration • Building Materials • Customer Support • Horticulture

Job Title: Self-Employed Mortgage & Protection Adviser

Location:Solihull, Birmingham

Firm Name: M E Financial Services

Starting Salary:Self Employed OTE 50k + OTE


Are you an experienced Mortgage & Protection Adviser looking for a self-employed opportunity. We have a fantastic opportunity with our UK wide client who are based in Solihull. They are looking for a hungry, experienced, and qualified individual to join their team as a Self-Employed Mortgage & Protection Adviser due to more business opportunities coming available and extra lead sources.

This role is a fantastic opportunity for the successful candidate as our client is offering a standard Broker Package, Full Admin Support & a Social Media package for a small monthly fee, as well as the following perks:

The Role
  • 50% on all business they pass to you
  • 80% on any business you generate
  • Flexibility to work from home
  • Realistic OTE in excess of 50 000 + pa

Our client is offering the successful candidate:

Standard Broker Package

  • HLP Broker license
  • 8x8 VOIP dedicated phone line
  • Admincase checking at submission
  • CardPayment Services for Invoicing
  • Xero Invoicing
  • Broker website fully updated
  • Knowledge Bank Membership in addition to L & G suite
  • Access to branding and Social Media assets
  • 100 business cards when joining

Social Media Package

  • Social Media content managed and posted to 2 platforms (Facebook and Instagram)
  • 3 posts per week
  • Broker retains full commission at normal rate
  • All social media content signed off with compliance in line with Network and FCA guidelines
  • Google My Business & Google Ad campaigns for your specific priority
  • Specific social media tailored to your priorities.

Full Admin Package

  • Admin takes over case from 360 submission
  • Admin keys case with lender, updated contact notes, completes submission and follow-up.
  • Updates client via text and e-mail at all key stages
  • Liaises with solicitors and agents
  • Updates sent to broker weekly
  • Protection and GI follow ups booked in if required
  • Clients invoiced and invoices are chased
  • HOTBOX changes
  • Automated Opportunity follow up

Skills & Experience

  • Will have a track record in UK mortgage sales, preferably in a whole of market role
  • Will hold full CeMAP qualifications
  • Is a clear and concise communicator
  • Is driven to earn well
  • Will possess a strong customer centric approach
  • Has great organizational skills and the ability to prioritize
  • Has no lender/provider/insurer panel exclusions which prohibit a whole of market approach

This is an outstanding opportunity for a mortgage and protection adviser that can deal with good levels of business and has the desire to increase their income.


About HLPartnership

Established in 2001, we were one of the first networks dedicated to mortgage and protection business and remain award-winning with over 900 advisers and over 430 AR firms, paying over a million pounds of commission every week. We offer national coverage with offices in Leicester and Chichester and member firms located throughout the UK.