Self-employed Mortgage Advisor

Job Title: Self-Employed Mortgage Advisor

Salary: Realistic OTE £60,000 – £80,000+ (Uncapped) – Lots of leads provided

Location: Fully Remote (UK) with Occasional Team Meet-Ups

About our clients and the role:

Swarm Recruitment is delighted to be partnering with a well-established and highly respected directly authorised mortgage brokerage that has been helping clients secure the right finance solutions since 2007.

Over the past 18 years, the business has built an outstanding reputation for delivering expert mortgage advice backed by exceptional customer service. Through long-standing relationships with accountancy firms, wealth management firms, estate agents, professional introducers and repeat clients, the company has developed a consistent pipeline of high-quality enquiries, allowing advisers to focus on advising rather than prospecting.

The business specialises in a broad range of lending solutions, including residential mortgages, buy-to-let, commercial finance, development finance, bridging loans and equity release. Their strong reputation within the professional services sector means advisers regularly work with high-net-worth individuals, resulting in larger-than-average case sizes and excellent earning potential.

Salary & Benefits:
• Self-Employed Opportunity
• Realistic OTE: £60,000 – £80,000+ with uncapped earning potential
• 40% Adviser / 60% Business on company-provided leads
• 60% Adviser / 40% Business on self-generated business
• 20% Referral Fee on all Protection business introduced
• Consistent flow of high-quality, qualified mortgage leads
• Excellent average case sizes due to a high-net-worth client base
• Opportunity to advise across residential, buy-to-let, commercial finance, development finance, bridging finance and equity release
• Fully Remote Working
• Potential Admin Support
• Modern CRM system with integrated lead management
• Long-established referral network generating consistent business
• Supportive and collaborative culture

Working Hours:
• Fully Remote
• Flexible working hours
• Occasional team meetings and company meet-ups

Desired Experience:
• Previous experience as a Mortgage Advisor or Mortgage Broker
• Full CeMAP qualification (or equivalent)
• Competent Adviser Status (CAS) preferred
• Proven ability to provide excellent customer service and build long-term client relationships
• Experience advising on residential mortgages is essential
• Experience across buy-to-let, commercial finance or specialist lending would be advantageous but not essential
• Self-motivated and able to work independently
• Strong communication and relationship-building skills
• Professional and client-focused approach
• Ambitious with a desire to maximise earnings

Responsibilities & Duties:
• Provide professional mortgage advice across a wide range of lending solutions
• Manage enquiries generated through the firm’s extensive referral network
• Advise clients on residential, buy-to-let, commercial and specialist mortgage products
• Build long-term relationships with clients and professional introducers
• Convert high-quality enquiries into completed mortgage business
• Refer protection opportunities to the specialist protection team and earn referral income
• Maintain accurate client records and ensure all advice complies with FCA regulations
• Continue developing professional relationships that contribute to the firm’s long-term success

By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.

Pay: £60,000.00-£80,000.00 per year

Benefits:
• Work from home

Work Location: Remote

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