Self-Employed | Remote / Hybrid Opportunities | Competitive Commission Structure
Are you a experienced Mortgage Adviser looking for greater flexibility, professional support, and the opportunity to develop your client base within an established financial advisory firm?
At Wealthmax, we’re looking to connect with motivated advisers who are passionate about delivering excellent client outcomes and building long term client relationships. Whether you’re already self employed or considering your next career move, we provide the support, technology, compliance expertise, and business development resources to help you grow with confidence.
As a Mortgage Adviser, you’ll work closely with clients to provide tailored mortgage advice while developing your own portfolio of client’s with the backing of an experienced and supportive team.
What You'll Be Doing
As a Mortgage Adviser, you will support clients with mortgage solutions while building your own client relationships and business over time.
- Provide highly compliant mortgage advice to new and existing clients.
- Recommend suitable mortgage solutions based on individual clients circumstances.
- Build and maintain long term client relationships.
- Build and develop your client Portfolio.
- Maintain high professional and regulatory standards.
- Promote your services through networking, marketing and business development activities.
What’s in it for you?
- Self-employment opportunity with flexible working arrangements.
- Competitive and generous commission structures.
- Dedicated compliance and operational support.
- Flexible working arrangements.
- Ongoing training, mentoring and professional development.
- Modern CRM and management systems.
- Marketing support to help generate client opportunities.
- Opportunity to expand into areas such as wealth management, Pensions & Investments, Commercial Lending, Equity Release, and Wills.
- Collaborative and supportive adviser network.
What We're Looking For:
- We are interested in advisers who:
- Have experience in providing Mortgage Advice.
- Hold a relevant Mortgage Qualification (CeMAP or equivalent)
- Strong Sales and relationship building.
- Passionate about delivering customer outcomes.
Wealthmax Financial Advisers is an established financial services firm helping people make informed and confident decisions, Dealing in a wide financial service package which includes mortgages, protection, pensions, investments and estate planning.
We believe advisers achieve the best results when they're supported by strong compliance, efficient operational processes, modern technology and a collaborative team environment.
Are you Interested?
If you're considering your next career move and would like to explore how Wealthmax could support your professional growth, we'd be delighted to speak with you.
Apply today or arrange a confidential introductory conversation to learn more.
Benefits:
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 Birmingham
