Self-Employed Mortgage & Protection AdvisorFinancial Services (Mortgages)·Cheltenham (Peter Ball & Co), United Kingdom·Fully Remote

Job Title: Self-Employed Mortgage & Protection Advisor

Location: As a self-employed Mortgage & Protection Advisor, you will have the flexibility to work independently, with optional access to office locations across Cheltenham and Tewkesbury should you prefer a branch-based environment.

Brand: LRG Financial Services (Mortgage Scout)

About Mortgage Scout and LRG

LRG is one of the fastest growing and largest property services groups in the UK, with over 20 businesses operating across agency sales, lettings, corporate, surveying, land and development consultancy and financial services. LRG Financial Services operates with both self-employed and employed advisers, the latter working within the Mortgage Scout business.

Mortgage Scout is LRG’s well-established, award-winning mortgage brokerage with a strong reputation for delivering tailored, cost-effective mortgage solutions. Since 2003, we have been helping clients secure the right mortgage by combining in depth market knowledge with a highly personalised approach.

Job Summary and Key Responsibilities:

We are seeking an experienced, and motivated Self-Employed Mortgage & Protection Advisor to work with a growing property services group and financial services business. This is an excellent opportunity for a driven individual looking to maximise earnings, build their own client bank and benefit from high-quality leads, full admin support and access to a comprehensive lender panel, with support from one of the UK’s leading Mortgage and Protection Networks, Mortgage Advice Bureau.

Duties will include:

• Provide whole of intermediary market mortgage advice to a broad client base

• Deliver tailored protection advice (Life, Critical Illness, Income Protection etc)

• Manage the full client journey from initial enquiry to completion

• Generate and develop your own leads, alongside provided lead sources

• Build and maintain strong relationships with estate agents, solicitors and introducers

• Ensure full compliance with FCA regulations and internal procedures

• Maintain accurate client records and case notes

• Deliver an outstanding client experience, leading to repeat business and referrals

Skills required:

• Fully CeMAP qualified or equivalent

• CAS status

• Proven track record in mortgage and protection advice

• Strong knowledge or residential, buy to let and remortgage markets

• Self-motivated with a strong entrepreneurial mindset

• Excellent communication and relationship building skills

• Organised, professional and client focused.

What’s possible:

• Uncapped earning potential and highly competitive commercial terms

• Access to whole of intermediary market lender and insurance panel

• Admin support services if desired

• Network compliance, marketing, lead gen, case placement and L&D resource

• Ability to work from a variety of office locations if required

• Supportive network to help you grow your own brand and client bank

Ideal for:

• Experienced brokers looking to increase earning

• Desire to work within a collaborative, tech-focussed AR network

• Advisors requiring autonomy and flexibility

• Advisors wanting to build a long term, scalable client base

LRG encourages workers of all backgrounds to engage with us. We look forward to collaborating with dedicated individuals who share our commitment to excellence in the Real Estate Industry.

LRG does not engage the services of Recruitment agencies for the purpose of hiring in every role. All job openings are managed directly by our Internal Recruitment team. We do not accept unsolicited CVs or candidate referral from Recruitment agencies, and any such submissions will not be considered.

Department

Financial Services (Mortgages)

Locations

Cheltenham (Peter Ball & Co), United Kingdom

Remote status

Fully Remote

Employment type

Full-time

Driving Licence Required

Yes

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