Mortgage and Protection Adviser
LSL Property Services plc
Date: 3 days ago
City: Stoke-on-Trent
Contract type: Full time
Company Overview
2nd City Finance is part of a wider group of companies, providing a full spectrum of financial services, including mortgages, protection, commercial finance and estate planning. Based in Lichfield, Staffordshire, and the West Midlands, we work closely with local estate agents to help clients navigate their financial needs.
As part of the group, there are opportunities to earn additional commission by referring commercial finance leads and by expanding into other areas of financial advice, such as business protection and estate planning.
Role Overview
We are seeking a Self-employed Mortgage & Protection Adviser to join our growing team. In this role, you’ll provide clients with expert advice on mortgages and protection products, ensuring they have the right financial solutions to meet their needs. Though this is a remote position, you’ll receive strong support in training, compliance, and product knowledge from our local team.
We supply warm leads to get you started, but we also welcome advisers who can bring and grow their own client base. Additionally, there is the opportunity to become dual authorised, enabling you to offer advice on estate planning and expand into business protection services.
Key Responsibilities
This is a commission-only role with an OTE of £45,000–£50,000.
This is a fully remote position, but being based in the West Midlands is ideal for team support and attending meetings.
2nd City Finance is part of a wider group of companies, providing a full spectrum of financial services, including mortgages, protection, commercial finance and estate planning. Based in Lichfield, Staffordshire, and the West Midlands, we work closely with local estate agents to help clients navigate their financial needs.
As part of the group, there are opportunities to earn additional commission by referring commercial finance leads and by expanding into other areas of financial advice, such as business protection and estate planning.
Role Overview
We are seeking a Self-employed Mortgage & Protection Adviser to join our growing team. In this role, you’ll provide clients with expert advice on mortgages and protection products, ensuring they have the right financial solutions to meet their needs. Though this is a remote position, you’ll receive strong support in training, compliance, and product knowledge from our local team.
We supply warm leads to get you started, but we also welcome advisers who can bring and grow their own client base. Additionally, there is the opportunity to become dual authorised, enabling you to offer advice on estate planning and expand into business protection services.
Key Responsibilities
- Advise clients on mortgage and protection applications
- Build and maintain strong client relationships
- Seek new business opportunities and generate your own leads
- Refer clients to commercial finance opportunities within the group to earn extra commission
- Stay compliant and up-to-date with industry standards
- Fully CeMAP qualified (CAS status is an advantage)
- Strong communication and interpersonal skills
- Customer-focused and detail-oriented
- Ambitious and motivated to grow a successful client portfolio
This is a commission-only role with an OTE of £45,000–£50,000.
- 50/50 split on mortgage commission & fees for provided leads
- 6x monthly premium on protection for provided leads
- 70/30 split on mortgage commission & fees for self-generated leads
- 12x monthly premium on protection for self-generated leads
- Additional commission for referring commercial finance leads
This is a fully remote position, but being based in the West Midlands is ideal for team support and attending meetings.
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