Self-Employed Mortgage & Protection Broker

Are you a Self-Employed Mortgage & Protection Broker seeking autonomy, high-quality leads, and uncapped earning potential?
Join a prestigious wealth management firm where your expertise and ambition can thrive. With a trusted brand and a steady flow of client referrals from Wealth Managers, this role offers the perfect opportunity to grow your business while delivering exceptional client service.

About the Company
This leading wealth management firm, with offices in London and Surrey, is renowned for providing clients with confidence in securing their financial futures. With over £165 million in assets under management, the company has built a reputation for exceptional advice, outstanding service, and a client-focused approach.

About the Self-Employed Mortgage & Protection Broker Role
As a Self-Employed Mortgage & Protection Broker, you’ll benefit from a consistent stream of high-quality leads from Wealth Managers while maintaining the flexibility to bring your own client base or introducers for enhanced commissions. This is a unique chance to work in a supportive environment, delivering bespoke mortgage and protection advice and building long-term client relationships.

Self-Employed Mortgage & Protection Broker Key Responsibilities

• Deliver tailored mortgage and protection advice that meets each client’s unique needs.
• Build and maintain strong relationships with new and existing clients.
• Leverage company-provided leads and generate additional business through your own network or introducers.
• Offer expert protection advice and secure referrals from satisfied clients.
• Ensure compliance with regulatory standards while maintaining accurate documentation.

The Package & Benefits

• Remote working
• 70% for self-generated clients.
• 40% for leads provided by Wealth Managers.
• 30% for pension referrals.
• Additional discretionary fees of up to £500 per application.
• Comprehensive administrative and compliance support post-submission.
• Uncapped earning potential, with realistic annual earnings of £110k-£120k.
• Average case size of £450k.

Desired Skills & Experience

• Proven success as a Self-Employed Mortgage & Protection Broker.
• A small client book or introducer network to complement company-provided leads.
• In-depth knowledge of mortgage and protection products, particularly in the wealth management sector.
• Excellent relationship-building skills and a client-focused approach.
• Self-motivated with the ability to work independently.
• Strong communication skills to simplify complex financial products for clients.

Why Join as a Self-Employed Mortgage & Protection Broker?
This is an outstanding opportunity to partner with a prestigious wealth management firm, offering unparalleled support, high-quality leads, and uncapped earning potential. With the flexibility to grow your business, this role is designed for ambitious brokers ready to elevate their careers.

Interested?
If this Self-Employed Mortgage & Protection Broker role aligns with your expertise and ambitions, contact us today to discuss your next career move.