This is for you if you are an experienced mortgage broker, with CAS, who can bring a client bank with you to create the mortgage arm of this wealth business. You can benefit from the freedom to work how and where you want, have full administration support and no fixed monthly costs, and where you can also receive all mortgage leads from the firm’s financial advisers. Further for those who are level 4 qualified in financial advice, they will help you to become a competent financial adviser should you wish.

Business:

The wealth advisory firm is directly authorised, has been running for over 10 years, is based in the southeast, and has a small team of financial advisers. They are in a position where they presently pass off their mortgage leads but would prefer to keep this in-house.

Role:

You will work together with the director of the business to create a proposition and have an equal say in systems, processes, and marketing. Once up and running you are free to work when and where you want to within the UK. There is no requirement to visit offices and you will be fully supported with administration, compliance, and IT systems at no extra cost to you. You will receive the mortgage leads the business receives. Should you wish, you can tap into support, guidance, and training provided by the business.

Benefits:

• A split of 75% of all income received
• Full administration support
• Help a wealth firm develop their mortgage arm
• No monthly costs

How to apply:

If you think this is of interest to you, then the next step is to apply. Don’t worry, the application is simple, just attach your CV along with your basic contact details.