Mortgage Adviser

Posted 3 Days Ago
Be an Early Applicant
Hiring Remotely in England
Remote
Mid level
Fintech • Software • Financial Services
The Role
As a Self-Employed Mortgage Adviser, you'll provide FCA-compliant mortgage advice, manage client relationships, and ensure compliance with standards.
Summary Generated by Built In

Mortgage Adviser
Self Employed

We are growing our mortgage team, offering full admin support, a large book of potential clients and the ability to write your own business without any of the hassles of owning a business!

We looking for experienced and motivated Self-Employed Mortgage Advisers to join our team. Whether you’re an established broker looking for a better deal or an adviser ready to take control of your earnings and work life balance, Eight Mortgages offers the tools, support, and freedom to help you succeed.


The Role:
As a Self-Employed Mortgage Adviser with Eight Mortgages, you’ll have the autonomy to manage your own clients while benefiting from our strong brand and full compliance support.. You’ll deliver professional, FCA-compliant mortgage and protection advice, providing clients with tailored solutions to meet their financial needs.

Key Responsibilities:

  • Provide expert, whole-of-market mortgage  advice to clients.
  • Build and maintain strong, long-term client relationships.
  • Manage your own pipeline from lead generation through to completion.
  • Keep up to date with lender criteria, market developments, and FCA regulations.
  • Ensure all advice and documentation meets compliance and quality standards.
  • Deliver an exceptional client experience built on trust, transparency, and service.

Requirements
  • CeMAP (or equivalent) qualification – essential. Equity release desirable, RO5 desirable
  • Current or recent FCA authorisation (directly authorised or appointed representative).
  • Proven experience as a Mortgage Adviser
  • Excellent product knowledge and understanding of mortgage market trends.
  • Ability to manage your own time, workload, and client relationships.
  • Self-motivated, professional, and committed to delivering outstanding service.

Benefits
  • Competitive split structure between your own business and referrals DOE
  • Write your own business while we handle the hassles of running a business
  • Full admin support to allow you to focus on seeing clients
  • Large book of potential clients available from day 1
  • Support and mentorship

Top Skills

Cemap
Fca Compliance
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The Company
HQ: Whiteley
125 Employees
Year Founded: 2008

What We Do

At EIGHT Financial Advice, a multi-award winning Principal Partner Practice of St. James's Place Wealth Management, we have a wide range of expertise and knowledge, developed over many years, to help people - both individually and in business - fulfil their aims and aspirations, as well as offering that all important 'peace of mind'​ for the future.

Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. In our experience, no two clients are the same and we therefore ensure that we understand your personal or business objectives and deliver solutions that are right for you.

We aim to deliver our commitment by:
- Providing personal face to face financial advice
- Giving you the opportunity to review your financial affairs regularly
- Effectively managing your investments via our distinctive approach
- Keeping you informed of the latest news
- Listening to your feedback
- Offering you seminars and events

We do not provide off the shelf solutions, but we offer the benefit of a single relationship for all of your financial planning needs. We strive to offer the very best service to develop great relationships.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

EIGHT Financial Advice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website at https://www.sjp.co.uk/products. The St. James’s Place Partnership and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

EIGHT Financial Advice is a trading name of Eight Wealth Management.

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