Mortgage Advisor / Life & Protection Financial Adviser An exciting opportunity for a CeMAP qualified Mortgage Advisor / Life & Protection Financial Adviser to provide expert mortgage advice, protection solutions and financial services support through strong estate agency leads in a hybrid role. If youve also worked in the following roles, wed also like to hear from you: Mortgage Advisor, Protection Consultant, Financial Services Advisor, Mortgage Consultant, Mortgage Broker, Life & Protection Adviser, Financial Adviser SALARY: £30,000 per annum Basic / £70,000 - £80,000 OTE LOCATION: Hybrid Working covering the Sandbach and Crewe areas JOB TYPE: Full-Time, Permanent Self Employed candidates also considered JOB OVERVIEW We have a fantastic new job opportunity for a Mortgage Advisor / Life & Protection Financial Adviser to join a well-established and growing financial services organisation covering Sandbach and Crewe. The Mortgage Advisor / Life & Protection Financial Adviser will benefit from a strong and consistent lead source via established estate agency partnerships, supporting pipeline management and client acquisition. As a Mortgage Advisor / Life & Protection Financial Adviser you will provide expert mortgage advice and tailored protection solutions, conducting client appointments both face-to-face and remotely while ensuring regulatory compliance. This role offers hybrid working, administrative support and the flexibility of employed or self-employed options within a supportive, growth-focused environment. DUTIES Your duties as the Self-Employed Mortgage Advisor / Life & Protection Financial Adviser include: Provide Mortgage Advice: Deliver expert guidance on a range of mortgage products tailored to client needs Recommend Protection Solutions: Identify and advise on appropriate life insurance, critical illness and income protection products Manage Introduced Leads: Handle estate agency leads efficiently, ensuring proactive follow-up and conversion Conduct Client Appointments: Meet clients face-to-face and remotely to gather information and provide recommendations Pipeline Management: Oversee your own caseload from enquiry through to completion Maintain Compliance: Ensure all advice and documentation meets FCA regulations and internal compliance standards Deliver Customer Service: Provide a high level of service throughout the full mortgage journey Build Relationships: Develop strong working relationships with introducers and clients to support repeat and referral business CANDIDATE REQUIREMENTS CeMAP qualified (or equivalent recognised mortgage qualification) Must hold Competent Adviser Status (CAS) Previous experience in providing mortgage and protection advice Proven experience of writing mortgage and protection business Strong communication and relationship management skills Experience with pipeline management and lead conversion A thorough understanding of FCA regulations and compliance requirements Self-motivated with the ability to manage your own workload effectively WHY JOIN Employed or self-employed packages available Competitive commission splits / salary + bonus (depending on option chosen) Strong and consistent lead source from estate agency partners Hybrid working flexibility Administrative support available Opportunity to build and grow within a supportive environment HOW TO APPLY To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CVs of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose. JOB REF: AWDO-P14465 Full-Time, Permanent and Self-Employed Financial Services Jobs, Careers and Vacancies. Find a new job and work in Sandbach, Cheshire, North West England. Multi-Job Board Advertising and CV Sourcing Recruitment Services provided by AWD online. AWD online specialise in sourcing candidates and advertising vacancies on multiple job boards for companies on a non-commission basis. AWD online operates as an employment agency. AWD-IN-SPJ JBRP1_UKTJ
Mar 02, 2026
Full time
Mortgage Advisor / Life & Protection Financial Adviser An exciting opportunity for a CeMAP qualified Mortgage Advisor / Life & Protection Financial Adviser to provide expert mortgage advice, protection solutions and financial services support through strong estate agency leads in a hybrid role. If youve also worked in the following roles, wed also like to hear from you: Mortgage Advisor, Protection Consultant, Financial Services Advisor, Mortgage Consultant, Mortgage Broker, Life & Protection Adviser, Financial Adviser SALARY: £30,000 per annum Basic / £70,000 - £80,000 OTE LOCATION: Hybrid Working covering the Sandbach and Crewe areas JOB TYPE: Full-Time, Permanent Self Employed candidates also considered JOB OVERVIEW We have a fantastic new job opportunity for a Mortgage Advisor / Life & Protection Financial Adviser to join a well-established and growing financial services organisation covering Sandbach and Crewe. The Mortgage Advisor / Life & Protection Financial Adviser will benefit from a strong and consistent lead source via established estate agency partnerships, supporting pipeline management and client acquisition. As a Mortgage Advisor / Life & Protection Financial Adviser you will provide expert mortgage advice and tailored protection solutions, conducting client appointments both face-to-face and remotely while ensuring regulatory compliance. This role offers hybrid working, administrative support and the flexibility of employed or self-employed options within a supportive, growth-focused environment. DUTIES Your duties as the Self-Employed Mortgage Advisor / Life & Protection Financial Adviser include: Provide Mortgage Advice: Deliver expert guidance on a range of mortgage products tailored to client needs Recommend Protection Solutions: Identify and advise on appropriate life insurance, critical illness and income protection products Manage Introduced Leads: Handle estate agency leads efficiently, ensuring proactive follow-up and conversion Conduct Client Appointments: Meet clients face-to-face and remotely to gather information and provide recommendations Pipeline Management: Oversee your own caseload from enquiry through to completion Maintain Compliance: Ensure all advice and documentation meets FCA regulations and internal compliance standards Deliver Customer Service: Provide a high level of service throughout the full mortgage journey Build Relationships: Develop strong working relationships with introducers and clients to support repeat and referral business CANDIDATE REQUIREMENTS CeMAP qualified (or equivalent recognised mortgage qualification) Must hold Competent Adviser Status (CAS) Previous experience in providing mortgage and protection advice Proven experience of writing mortgage and protection business Strong communication and relationship management skills Experience with pipeline management and lead conversion A thorough understanding of FCA regulations and compliance requirements Self-motivated with the ability to manage your own workload effectively WHY JOIN Employed or self-employed packages available Competitive commission splits / salary + bonus (depending on option chosen) Strong and consistent lead source from estate agency partners Hybrid working flexibility Administrative support available Opportunity to build and grow within a supportive environment HOW TO APPLY To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CVs of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose. JOB REF: AWDO-P14465 Full-Time, Permanent and Self-Employed Financial Services Jobs, Careers and Vacancies. Find a new job and work in Sandbach, Cheshire, North West England. Multi-Job Board Advertising and CV Sourcing Recruitment Services provided by AWD online. AWD online specialise in sourcing candidates and advertising vacancies on multiple job boards for companies on a non-commission basis. AWD online operates as an employment agency. AWD-IN-SPJ JBRP1_UKTJ
Property Lister On target earnings of £60,000 to £100,000. This is a tried and tested self-employed business model. The Directors currently also operate in a highly successful high street Estate Agency so they have experience in building a business. You will effectively be your own boss with full support so, you can work the hours and days you want. We are looking for experienced Estate Agents and Letting Agents with 2 years+ minimum experience who are capable of valuing and listing. Property Lister What's included: Market leading Street CRM. Branch page on high street Estate Agency website. Access to standard listings on Rightmove and Zoopla. Head office support / enquiry call handling. Discounted rates with a number of proptech suppliers. Property Management handled by an award winning team. Pay as you go sales progression (optional). Full training, mentoring and support services provided by the Directors with initial business and marketing planning meeting. Bi weekly zoom calls with the Directors plus other franchisees. Access to Rightmoves training platform to get a qualification for entry to The National Association of Estate Agents or Association of Residential Letting Agents. Do you want to be in charge of your own destiny along with your own salary working as a self-employed Estate Agent or Letting Agent? Have you always wanted to be involved in having a key share in your own Estate Agency? Property Lister Residential Sales - You will receive 70% commission paid on completion. Financial Services and Conveyancing - You will receive 70% commission paid on completion (if you they use their suggested providers). Residential Lettings - You will receive 70% commission paid on move in of the tenant subject to a tenancy set up fee £300 plus VAT. Property Management - You will receive 70% commission subject to a monthly management fee of 5% plus VAT (minimum fee £65 plus VAT) so basically anything you charge as a tenant fee over £300 you get to keep and any % above 5% on the monthly management fee is yours and its a way for someone without the expertise or desire to do Lettings to build a management portfolio and so get a monthly income as well as a valuable asset without having to do the technical stuff.You keep ownership of your Lettings portfolio so you are building a business that you can sell.The Directors will have first refusal to buy this at a pre agreed rate. Property Management is done for you in house at Head Office. You will pay a monthly license fee £295 plus VAT. If in a calendar year your bank £100,000 (on sales bankings only) your commission will increase to 90% for the rest of that year. Property Lister You will be provided with all the tools of the trade for lead generation to include using artificial intelligence, CRM and social media training. You will need to be prepared to door knock both 'on market and 'off market properties to build your profile and be open to filming advertising videos, so as to promote to your core local market. Full support for you to grow your business and you will be shown how to send reminders and also use Facebook to your benefit. You will get heavily involved in marketing in your core postcode area on an ongoing basis. Property Lister On target earnings of £60,000 to £100,000. Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PAs. Visit Kings Permanent Recruitment Estate Agents website for online Estate Agency vacancies. JBRP1_UKTJ
Mar 02, 2026
Full time
Property Lister On target earnings of £60,000 to £100,000. This is a tried and tested self-employed business model. The Directors currently also operate in a highly successful high street Estate Agency so they have experience in building a business. You will effectively be your own boss with full support so, you can work the hours and days you want. We are looking for experienced Estate Agents and Letting Agents with 2 years+ minimum experience who are capable of valuing and listing. Property Lister What's included: Market leading Street CRM. Branch page on high street Estate Agency website. Access to standard listings on Rightmove and Zoopla. Head office support / enquiry call handling. Discounted rates with a number of proptech suppliers. Property Management handled by an award winning team. Pay as you go sales progression (optional). Full training, mentoring and support services provided by the Directors with initial business and marketing planning meeting. Bi weekly zoom calls with the Directors plus other franchisees. Access to Rightmoves training platform to get a qualification for entry to The National Association of Estate Agents or Association of Residential Letting Agents. Do you want to be in charge of your own destiny along with your own salary working as a self-employed Estate Agent or Letting Agent? Have you always wanted to be involved in having a key share in your own Estate Agency? Property Lister Residential Sales - You will receive 70% commission paid on completion. Financial Services and Conveyancing - You will receive 70% commission paid on completion (if you they use their suggested providers). Residential Lettings - You will receive 70% commission paid on move in of the tenant subject to a tenancy set up fee £300 plus VAT. Property Management - You will receive 70% commission subject to a monthly management fee of 5% plus VAT (minimum fee £65 plus VAT) so basically anything you charge as a tenant fee over £300 you get to keep and any % above 5% on the monthly management fee is yours and its a way for someone without the expertise or desire to do Lettings to build a management portfolio and so get a monthly income as well as a valuable asset without having to do the technical stuff.You keep ownership of your Lettings portfolio so you are building a business that you can sell.The Directors will have first refusal to buy this at a pre agreed rate. Property Management is done for you in house at Head Office. You will pay a monthly license fee £295 plus VAT. If in a calendar year your bank £100,000 (on sales bankings only) your commission will increase to 90% for the rest of that year. Property Lister You will be provided with all the tools of the trade for lead generation to include using artificial intelligence, CRM and social media training. You will need to be prepared to door knock both 'on market and 'off market properties to build your profile and be open to filming advertising videos, so as to promote to your core local market. Full support for you to grow your business and you will be shown how to send reminders and also use Facebook to your benefit. You will get heavily involved in marketing in your core postcode area on an ongoing basis. Property Lister On target earnings of £60,000 to £100,000. Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PAs. Visit Kings Permanent Recruitment Estate Agents website for online Estate Agency vacancies. JBRP1_UKTJ
Property Lister On target earnings of £60,000 to £100,000. This is a tried and tested self-employed business model. The Directors currently also operate in a highly successful high street Estate Agency so they have experience in building a business. You will effectively be your own boss with full support so, you can work the hours and days you want. We are looking for experienced Estate Agents and Letting Agents with 2 years+ minimum experience who are capable of valuing and listing. Property Lister What's included: Market leading Street CRM. Branch page on high street Estate Agency website. Access to standard listings on Rightmove and Zoopla. Head office support / enquiry call handling. Discounted rates with a number of proptech suppliers. Property Management handled by an award winning team. Pay as you go sales progression (optional). Full training, mentoring and support services provided by the Directors with initial business and marketing planning meeting. Bi weekly zoom calls with the Directors plus other franchisees. Access to Rightmoves training platform to get a qualification for entry to The National Association of Estate Agents or Association of Residential Letting Agents. Do you want to be in charge of your own destiny along with your own salary working as a self-employed Estate Agent or Letting Agent? Have you always wanted to be involved in having a key share in your own Estate Agency? Property Lister Residential Sales - You will receive 70% commission paid on completion. Financial Services and Conveyancing - You will receive 70% commission paid on completion (if you they use their suggested providers). Residential Lettings - You will receive 70% commission paid on move in of the tenant subject to a tenancy set up fee £300 plus VAT. Property Management - You will receive 70% commission subject to a monthly management fee of 5% plus VAT (minimum fee £65 plus VAT) so basically anything you charge as a tenant fee over £300 you get to keep and any % above 5% on the monthly management fee is yours and its a way for someone without the expertise or desire to do Lettings to build a management portfolio and so get a monthly income as well as a valuable asset without having to do the technical stuff.You keep ownership of your Lettings portfolio so you are building a business that you can sell.The Directors will have first refusal to buy this at a pre agreed rate. Property Management is done for you in house at Head Office. You will pay a monthly license fee £295 plus VAT. If in a calendar year your bank £100,000 (on sales bankings only) your commission will increase to 90% for the rest of that year. Property Lister You will be provided with all the tools of the trade for lead generation to include using artificial intelligence, CRM and social media training. You will need to be prepared to door knock both 'on market and 'off market properties to build your profile and be open to filming advertising videos, so as to promote to your core local market. Full support for you to grow your business and you will be shown how to send reminders and also use Facebook to your benefit. You will get heavily involved in marketing in your core postcode area on an ongoing basis. Property Lister On target earnings of £60,000 to £100,000. Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PAs. Visit Kings Permanent Recruitment Estate Agents website for online Estate Agency vacancies. JBRP1_UKTJ
Mar 02, 2026
Full time
Property Lister On target earnings of £60,000 to £100,000. This is a tried and tested self-employed business model. The Directors currently also operate in a highly successful high street Estate Agency so they have experience in building a business. You will effectively be your own boss with full support so, you can work the hours and days you want. We are looking for experienced Estate Agents and Letting Agents with 2 years+ minimum experience who are capable of valuing and listing. Property Lister What's included: Market leading Street CRM. Branch page on high street Estate Agency website. Access to standard listings on Rightmove and Zoopla. Head office support / enquiry call handling. Discounted rates with a number of proptech suppliers. Property Management handled by an award winning team. Pay as you go sales progression (optional). Full training, mentoring and support services provided by the Directors with initial business and marketing planning meeting. Bi weekly zoom calls with the Directors plus other franchisees. Access to Rightmoves training platform to get a qualification for entry to The National Association of Estate Agents or Association of Residential Letting Agents. Do you want to be in charge of your own destiny along with your own salary working as a self-employed Estate Agent or Letting Agent? Have you always wanted to be involved in having a key share in your own Estate Agency? Property Lister Residential Sales - You will receive 70% commission paid on completion. Financial Services and Conveyancing - You will receive 70% commission paid on completion (if you they use their suggested providers). Residential Lettings - You will receive 70% commission paid on move in of the tenant subject to a tenancy set up fee £300 plus VAT. Property Management - You will receive 70% commission subject to a monthly management fee of 5% plus VAT (minimum fee £65 plus VAT) so basically anything you charge as a tenant fee over £300 you get to keep and any % above 5% on the monthly management fee is yours and its a way for someone without the expertise or desire to do Lettings to build a management portfolio and so get a monthly income as well as a valuable asset without having to do the technical stuff.You keep ownership of your Lettings portfolio so you are building a business that you can sell.The Directors will have first refusal to buy this at a pre agreed rate. Property Management is done for you in house at Head Office. You will pay a monthly license fee £295 plus VAT. If in a calendar year your bank £100,000 (on sales bankings only) your commission will increase to 90% for the rest of that year. Property Lister You will be provided with all the tools of the trade for lead generation to include using artificial intelligence, CRM and social media training. You will need to be prepared to door knock both 'on market and 'off market properties to build your profile and be open to filming advertising videos, so as to promote to your core local market. Full support for you to grow your business and you will be shown how to send reminders and also use Facebook to your benefit. You will get heavily involved in marketing in your core postcode area on an ongoing basis. Property Lister On target earnings of £60,000 to £100,000. Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PAs. Visit Kings Permanent Recruitment Estate Agents website for online Estate Agency vacancies. JBRP1_UKTJ
