Mortgage Broker jobs in Halifax

Self-Employed Mortgage and Protection Adviser

Earnings: £100,000 – £250,000+

Location: Leeds

Working Arrangements: Flexible / Remote Options Available

Swarm Recruitment is searching for a Self-Employed Mortgage and Protection Adviser for a client who is a well-established mortgage and protection broker, providing clear, professional and transparent advice to clients across the UK. With a strong focus on customer care and long-term relationships, they are continuing to grow their adviser team and are looking for talented individuals to join their expanding business.

About our Client

Our client is a customer-focused, whole-of-market mortgage and protection broker, dedicated to making the mortgage process simple, straightforward and stress-free. They pride themselves on delivering honest, impartial recommendations tailored to each client’s individual circumstances, while offering expert support throughout the full journey. Their mission is to provide high-quality mortgage and protection solutions with integrity, professionalism and outstanding service, ensuring a smooth and efficient experience from initial enquiry through to completion.

Benefits

• High commission splits:
• 75% – 85% on self-generated business
• 50% – 60% on company-provided leads
• Leads provided from a wide range of sources, including estate agents, property professionals, corporate partnerships and brand-led enquiries
• Full admin support after submission, allowing you to focus on advising and earning
• Paid holiday trial for self-employed advisers – two weeks’ paid holiday per year, calculated based on average earnings
• Support with pipeline building and transition
• Help developing your own niche, brand or introducer strategy

Working Week

• Fully flexible working week
• Manage your own diary and working hours
• Office access available if desired
• Occasional office attendance for meetings or collaboration

Responsibilities & Duties

• Advise clients on mortgages and protection products
• Manage cases from enquiry through to completion
• Work with company-provided and self-generated leads
• Ensure all advice is compliant with FCA regulations
• Maintain strong client and introducer relationships

Desired Experience

• Proven experience in mortgage advising is essential
• Excellent communication and organisational skills
• Proactive, driven, and client-focused, with the ability to manage multiple responsibilities
• Fully CeMAP qualified or equivalent
• Excellent communication and customer service skills
• Proactive, organised, and commercially aware

Responsibilities & Duties

• Handle new mortgage and protection enquiries from multiple lead sources
• Conduct client fact-finds and provide compliant advice
• Research the whole-of-market to recommend suitable products
• Present mortgage and protection solutions clearly to clients
• Submit mortgage applications and liaise with lenders
• Maintain regular contact with clients throughout the process
• Build relationships with introducers and referral partners
• Work closely with admin and support teams to ensure smooth completion

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.

Job Type: Full-time

Pay: £100,000.00-£250,000.00 per year

Benefits:

• Flexitime
• Work from home

Work Location: Hybrid remote in Leeds LS8 2HU