Self Employed Mortgage Adviser

Mortgage Intelligence Ltd.; Bournemouth; On-site; GBP 60,000 - GBP 80,000; Full time

Job summary

A mortgage brokerage firm is looking for an experienced Mortgage Adviser to join their team in Bournemouth. This self-employed role offers an established client bank and focuses on providing professional mortgage advice while ensuring compliance with regulatory standards. Ideal for advisers transitioning from employed to self-employed roles, it provides training and support for organic business growth. Enjoy independence in a supportive environment while managing and developing client relationships.

Benefits

Established client bank

Training and mentoring support

Flexible working environment

Qualifications

• Previous experience as a Mortgage Adviser or similar role.
• CAS-status is required for this position.
• Ability to operate independently while adhering to compliance standards.

Responsibilities

• Provide compliant, professional mortgage advice.
• Manage and develop an existing client bank.
• Build strong relationships with clients.

Skills

Compliant mortgage advice

Client management

Relationship building

Job description

Job Reference Number: MHE200126

About Us

We are a client-focused mortgage brokerage built on trust, integrity, and long-term relationships. We believe in clear, honest advice, putting clients first, and supporting advisers to build sustainable, successful businesses.

Role Overview

We are seeking an experienced, CAS-status Mortgage Adviser to join our growing brokerage as a self-employed adviser covering the BH postcode area. An existing client bank is available, giving you a strong platform to build a long-term business.

This is an mortgage-only role to start with, ideal for an adviser who wants to focus on advice while benefiting from the structure, support, and training of an established business. It is particularly suited to someone looking to move from employed to self-employed without starting from scratch.

Key Responsibilities

• Provide compliant, professional mortgage advice
• Manage and develop an existing client bank
• Build strong relationships with clients
• Grow your own business organically (training provided)
• Operate in line with compliance and regulatory standards

What We Offer

• Established client bank in the BH postcode area
• Training, mentoring, and business growth support
• Freedom and flexibility within a compliant, supportive structure
• A role designed for advisers who want independence without isolation

Candidate Requirements