Independent Mortgage and Protection Advisor

3 weeks ago


Birmingham, Birmingham, United Kingdom Thomas Oliver UK Full time
Company Overview

Thomas Oliver UK LLP is a dedicated Wealth Management firm located in Hertfordshire, part of the esteemed Kings Group of Companies. Our team possesses over a century of combined expertise in the Financial Services sector, delivering guidance on Retirement Strategies, Wealth Management, Critical Illness Insurance, Life Coverage, Estate Planning, Mortgages, General Insurance, and Income Protection. We operate as an appointed representative of The Openwork Partnership, which is authorized and regulated by the Financial Conduct Authority.

Position Overview

This role is a contract position for Self-Employed Mortgage, Protection & Wealth Advisors, allowing for remote work. Daily responsibilities include offering advice on mortgage solutions, wealth management strategies, protection services, retirement planning, and a variety of insurance products to clients. Advisors will enjoy the autonomy and flexibility of self-employment while working closely with clients to achieve their financial objectives.

Required Qualifications
  • In-depth knowledge of mortgage products and the financial services landscape
  • Proven experience in delivering comprehensive financial advice on wealth management, protection services, and retirement strategies
  • Exceptional communication and interpersonal abilities to foster and sustain client relationships
  • Relevant certifications or licenses in mortgage advising, financial planning, or similar areas
  • Thorough understanding of regulatory standards and financial legislation


  • Birmingham, Birmingham, United Kingdom Thomas Oliver UK Full time

    Company Overview Thomas Oliver UK LLP operates as a dedicated Wealth Management firm situated in Hertfordshire, forming part of the Kings Group of Companies. Our team possesses over a century of combined expertise in the Financial Services sector, delivering insights on Retirement Planning, Wealth Management, Critical Illness Coverage, Life Insurance, Estate...


  • Birmingham, Birmingham, United Kingdom Thomas Oliver UK Full time

    Company Overview Thomas Oliver UK LLP is a dedicated Wealth Management firm located in Hertfordshire, operating under the Kings Group of Companies. Our team boasts over a century of combined expertise in the Financial Services sector, delivering guidance on Retirement Strategies, Wealth Management, Critical Illness Insurance, Life Coverage, Estate Planning,...

  • Mortgage Advisor

    3 days ago


    Birmingham, Birmingham, United Kingdom PRIMIS Mortgage Network Full time

    About the RoleWe are seeking experienced Mortgage and Protection Advisors to join our well-established Appointed Representative Partner Firm (AR) of PRIMIS Mortgage Network's Mortgage Advisory operation.Key BenefitsQualified appointments in the diary that you controlBetween 45% and 50% commission on leads provided and 70% in your favor on self-generated...

  • Mortgage Advisor

    3 days ago


    Birmingham, Birmingham, United Kingdom PRIMIS Mortgage Network Full time

    About the RoleWe are seeking experienced Mortgage and Protection Advisors to join our well-established Appointed Representative Partner Firm (AR) of PRIMIS Mortgage Network's Mortgage Advisory operation.Key BenefitsQualified appointments in the diary that you controlBetween 45% and 50% commission on leads provided and 70% in your favor on self-generated...


  • Birmingham, Birmingham, United Kingdom Pinstripe Personnel Full time

    About the RoleWe are seeking a highly skilled Mortgage and Protection Advisor to join our team at Pinstripe Personnel. As a Mortgage and Protection Advisor, you will be responsible for providing expert advice to clients on mortgage and protection products.Key ResponsibilitiesProvide expert advice to clients on mortgage and protection productsConduct thorough...


  • Birmingham, Birmingham, United Kingdom Shipways Full time

    About the RoleShipways Estate Agency is seeking a highly motivated and experienced Mortgage Advisor to join their team in Harborne. As a Mortgage Advisor, you will be responsible for providing expert advice on a range of mortgage and protection products to customers.Key ResponsibilitiesBuilding relationships with the Estate Agency team through training and...


  • Birmingham, Birmingham, United Kingdom Shipways Full time

    About the RoleShipways Estate Agency is seeking a highly motivated and experienced Mortgage Advisor to join their team in Harborne. As a Mortgage Advisor, you will be responsible for providing expert advice on a range of mortgage and protection products to customers.Key ResponsibilitiesBuilding relationships with the Estate Agency team through training and...


  • Birmingham, Birmingham, United Kingdom Countrywide Mortgage Services Full time

    About the RoleWe are seeking a highly skilled and experienced Mortgage Services Development Manager to join our team at Countrywide Mortgage Services. As a key member of our team, you will play a crucial role in supporting the growth and development of our mortgage business.Key ResponsibilitiesSupport and develop less experienced colleagues to achieve...


  • Birmingham, Birmingham, United Kingdom Countrywide Mortgage Services Full time

    About the RoleWe are seeking a highly skilled and experienced Mortgage Services Development Manager to join our team at Countrywide Mortgage Services. As a key member of our team, you will play a crucial role in supporting the growth and development of our mortgage business.Key ResponsibilitiesSupport and develop less experienced colleagues to achieve...


  • Birmingham, Birmingham, United Kingdom INTEGRO PARTNERS LTD Full time

    We are seeking a skilled Mortgage and Protection Specialist to join our team at INTEGRO PARTNERS LTD. As a self-employed Mortgage Broker, you will have the opportunity to work with a leading North West new build brokerage, providing expert advice to clients and managing a high volume of pre-qualified leads.Key Responsibilities:Provide expert mortgage and...


  • Birmingham, Birmingham, United Kingdom INTEGRO PARTNERS LTD Full time

    We are seeking a skilled Mortgage and Protection Specialist to join our team at INTEGRO PARTNERS LTD. As a self-employed Mortgage Broker, you will have the opportunity to work with a leading North West new build brokerage, providing expert advice to clients and managing a high volume of pre-qualified leads.Key Responsibilities:Provide expert mortgage and...


  • Birmingham, Birmingham, United Kingdom Dixons Full time

    About Dixons Estate AgencyDixons Estate Agency is a leading provider of estate agency and property services in the UK. With a network of over 1,250 branches, we offer a range of services including residential sales, lettings, new homes, mortgage services, surveying, and conveyancing.Job SummaryWe are seeking an exceptional Mortgage and Protection Advisor to...


  • Birmingham, Birmingham, United Kingdom Dixons Full time

    About Dixons Estate AgencyDixons Estate Agency is a leading provider of estate agency and property services in the UK. With a network of over 1,250 branches, we offer a range of services including residential sales, lettings, new homes, mortgage services, surveying, and conveyancing.Job SummaryWe are seeking an exceptional Mortgage and Protection Advisor to...


  • Birmingham, Birmingham, United Kingdom INTEGRO PARTNERS LTD Full time

    Job Opportunity with Integro Partners LtdWe are seeking a skilled and experienced Mortgage Advisor to join our team on a self-employed basis. As a Mortgage Advisor with Integro Partners Ltd, you will have the opportunity to work with a leading brokerage in the North West, providing mortgage advice to clients and generating revenue through commission.Key...


  • Birmingham, Birmingham, United Kingdom Burchell Edwards Full time

    Job Opportunity: Trainee Mortgage AdvisorWe are currently recruiting for a qualified Mortgage Advisor to join our Estate Agency team at Burchell Edwards. As a Trainee Mortgage Advisor, you will have the opportunity to work with a leading estate agency network based in the East and West Midlands, backed by one of the UK's biggest and most successful estate...


  • Birmingham, Birmingham, United Kingdom Burchell Edwards Full time

    Job Opportunity: Trainee Mortgage AdvisorWe are currently recruiting for a qualified Mortgage Advisor to join our Estate Agency team at Burchell Edwards. As a Trainee Mortgage Advisor, you will have the opportunity to work with a leading estate agency network based in the East and West Midlands, backed by one of the UK's biggest and most successful estate...


  • Birmingham, Birmingham, United Kingdom INTEGRO PARTNERS LTD Full time

    Job Opportunity with Integro Partners LtdWe are seeking a skilled Mortgage and Protection Advisor to join our team on a self-employed basis. As a leading brokerage, we provide a high volume of pre-qualified leads, allowing you to focus on delivering exceptional advice to our clients.Key Responsibilities:Provide mortgage and protection advice to clients,...


  • Birmingham, Birmingham, United Kingdom GCB Recruitment Full time

    We are seeking a qualified Mortgage Advisor to work with our clients, a fast-growing PropTech business looking to revolutionize the home moving process.As a Mortgage Advisor, you will work remotely with our clients, a dynamic and forward-thinking company, to provide mortgage and protection services to their clients.Key responsibilities include:Discussing...


  • Birmingham, Birmingham, United Kingdom GCB Recruitment Full time

    We are seeking a skilled Mortgage and Protection Specialist to join our clients, a specialist Mortgage Brokerage in the financial services industry.The position will be office-based, with a well-established and successful business, offering all leads. Our clients primarily specialise in complex and niche cases, therefore a background in these fields is...


  • Birmingham, Birmingham, United Kingdom GCB Recruitment Full time

    We are seeking a skilled Mortgage and Protection Specialist to join our clients, a specialist Mortgage Brokerage in the financial services industry.The position will be office-based, with a well-established and successful business, offering all leads. Our clients primarily specialise in complex and niche cases, therefore a background in these fields is...