Mortgage Adviser (Self Employed)

Self-Employed | Remote / Hybrid Opportunities | Competitive Commission Structure

Are you an experienced Mortgage Adviser looking for greater flexibility, stronger business support, and the opportunity to grow your client portfolio with the backing of an established financial advisory firm?

Wealthmax Financial Advisers is looking to connect with experienced Mortgage Advisers who are passionate about helping people make informed financial decisions and are looking to grow their business within a supportive and collaborative environment.

Whether you're already self-employed or considering your next career move, Wealthmax provides the flexibility to build your client portfolio while benefiting from dedicated compliance, operational, marketing and business development support.

As a Mortgage Adviser, you'll help clients secure suitable mortgage solutions while developing long-term relationships and building a successful advisory business with the backing of an established UK financial advisory firm.

What You'll Be Doing

As a Mortgage Adviser, you will:

• Provide compliant mortgage advice tailored to each client's individual circumstances and objectives.
• Recommend suitable mortgage products from an extensive panel of lenders.
• Manage client cases from initial enquiry through to mortgage completion.
• Build and maintain long-term client relationships through excellent service.
• Develop your own client portfolio through referrals, networking and business development activities.
• Maintain accurate records and ensure all advice is delivered in line with FCA regulatory requirements.
• Work closely with our compliance and operational teams to deliver an excellent client experience.

What's In It For You?

• Self-employed opportunity with flexible working arrangements.
• Competitive commission structure.
• Dedicated compliance and case management support.
• Marketing support designed to help advisers generate client opportunities.
• Modern CRM, and adviser technology.
• Access to an extensive panel of lenders and providers.
• Ongoing training, mentoring and professional development.
• A collaborative adviser community focused on long-term success.
• Opportunities to expand into Protection, Commercial Finance, Estate Planning and other complementary advice areas.

What We're Looking For

We're interested in speaking with advisers who have:

• CeMAP qualification (or equivalent).
• Experience providing mortgage advice.
• Excellent communication and relationship-building skills.
• A professional, client-focused approach.
• Good knowledge of FCA regulatory requirements.
• The ambition to develop and grow their client portfolio within a supportive environment.

Whether you're currently employed or already self-employed, we'd be pleased to have a confidential conversation about your future career aspirations.

Why Join Wealthmax?

Wealthmax Financial Advisers is an established UK financial advisory firm supporting clients across mortgages, protection, pensions, investments, commercial finance and estate planning.

We believe advisers achieve the best results when they're supported by experienced compliance professionals, efficient operational processes, modern technology and a collaborative team environment.

Our focus is simple: providing advisers with the tools, support and opportunities they need to deliver exceptional client outcomes while building long-term, successful businesses.

Apply Today

Benefits:

• On-site gym
• On-site parking
• Referral programme

Application question(s):

• How many years of experience do you have in Financial Services?
• Do you currently hold a CeMAP qualification?

Work authorisation:

• United Kingdom (preferred)

Work Location: Hybrid remote in Oxford