Protection & Mortgage Advisor / Responsible Person (Protection Business & Mortgages
6 days ago
Job Overview
Location: United Kingdom (London – South Coast)
Employment Type: Flexible (Full-time or Contract Basis) depends on the individual
Remuneration: Competitive + performance incentives
We are seeking a CEMAP-qualified professional to act as our UK Responsible Person for the execution and oversight of protection and mortgage business connected to our international client network.
We manage international clients — providing comprehensive corporate, real estate, and estate planning solutions. Our UK operations, we require a dynamic individual who can lead the regulated aspects of our UK mortgage and protection services for clients with cross-border interests and UK assets.
Key Responsibilities:
- Act as the designated UK representative and compliance liaison for protection and mortgage activity only.
- Advise and oversee client cases relating to life assurance, income protection, and UK-based mortgage solutions.
- Support our international structure in structuring UK-linked estate planning products for expatriate and non-resident clients.
- Liaise with UK lenders, insurers, and partners to ensure smooth client execution.
- Contribute to the development of a compliant, ethical, and scalable UK framework.
Requirements:
- CEMAP-qualified (or equivalent UK mortgage/protection qualification).
- Proven experience in UK mortgage or protection advice.
- Strong understanding of FCA guidelines and UK financial regulation.
- Professional, trustworthy, and able to act as a Responsible Person under UK standards.
- Energetic, entrepreneurial, and excited to help shape a new UK-based structure with global reach.
Why Join Us:
- Opportunity to be part of an international platform of talented individuals.
- Flexible structure with potential for partnership or leadership growth.
- Access to a diverse client base seeking UK solution for property, protection, and estate planning.
If you are an ambitious financial professional ready to take a leading role in a growing, international environment — we'd love to hear from you.
Job Type: Freelance
Pay: £24,420.00-£74,290.54 per year
Benefits:
- Flexitime
- Work from home
Work Location: Remote
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