Mortgage & Protection Advisor - SELF EMPLOYED

Tavistock Protect is a UK-based financial services company that offers a range of services, including insurance, mortgages, pensions, investments, estate planning, and more. With over 400 advisors and offices located throughout the UK, Tavistock Protect is part of the Tavistock Investments Group, an AIM listed financial services group with more than 5 billion in investments under management. At Tavistock Protect, we believe in teamwork and fostering a collaborative work environment that values each team member and their ambitions.

Role Description

We are seeking a full-time, remote Self-Employed Mortgage & Protection Advisor to join our team. In this role, you will be responsible for providing mortgage & protection advice and recommendations, sourcing the best mortgage & protection products available to meet customers' needs, and guiding them through the process to completion.

Qualifications

• Previous experience in a mortgage advisor role, preferably with experience in providing remote advice to clients preferred but not essential
• Previous experience in advising on personal or business protection preferred but not essential
• A good understanding of the mortgage market, products and services available, and regulations governing the industry
• A proven track record of meeting and exceeding targets and KPIs
• Strong communication, analytical, and problem-solving skills
• The ability to work independently and manage your own workload, while also contributing positively to a team environment
• A CeMAP qualification or equivalent

What's on Offer?

• Market leading commission structure up to 90% for experienced advisors
• Full admin, compliance & IT support
• NO MONTHLY FEES
• Ability to work remotely from anywhere in the UK
• Unrivalled career progression with endless opportunities using our advisor learning hub
• The UKs lowest protection premiums for your clients
• Access to our exclusive discount reward scheme for you and your clients

Seniority Level

Entry level

Employment Type

Full-time

Job Function

Finance and Sales

Industries

Insurance