Mortgage Adviser

This is self employed opportunity.

Saunders Financial Management is a growing mortgage and protection business looking to recruit an experienced Self-Employed Mortgage Adviser to support its continued expansion.

This opportunity is ideal for an adviser who wants the freedom of self-employment while benefiting from a consistent flow of quality leads and an existing client bank. We're seeking someone with a minimum of one year's advisory experience who is ambitious, driven and motivated to build a successful long-term business.

To be successful in this role, you'll have at least one year's mortgage advisory experience and be confident managing your own client relationships and business pipeline.

What's in it for you?

• Around 6-10 leads per month from with a current lead conversion rate of approximately 70%
• Access to an existing client bank of around 100 clients, providing remortgage and ongoing business opportunities
• 50/50 commission split on company-generated business
• 80/20 commission split on self-generated business
• Earnings from broker fees, protection business and procuration fees
• Flexible self-employed working arrangement
• Work remotely or utilise office space if preferred
• Complete flexibility over your working hours and diary management
• Ongoing compliance and business support through The Openwork Partnership

The ideal candidate will be based in the North West, particularly around the Liverpool area. However, the role is fully flexible, and remote working is welcomed. Office space is available for advisers who prefer an office environment.

Your responsibilities will include

• Provide mortgage and protection advice to new and existing clients
• Convert company-generated leads into completed business
• Build long-term relationships with clients and introducers
• Generate additional business through referrals and networking
• Maximise opportunities within the existing client bank
• Manage cases from initial enquiry through to completion
• Ensure all business is conducted in line with FCA requirements and Consumer Duty
• Contribute to the continued growth and success of the business