Protection & Mortgage Advisor / Responsible Person (Protection Business & Mortgages

6 days ago


Remote, United Kingdom Horizon Portfolios Limited Full time

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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