Job Description
Job Title: Mortgage & Protection AdvisorLocation: Coventry and Surrounding towns Company: HR Financial ServicesEmployment Type: Self-EmployedOn-Target Earnings: £40,000 - £80,000 (uncapped commission)
About Us
At HR Financial Services, we do things differently. We’re a close-knit, supportive team that treats each other like family - not just colleagues. As an established and trusted mortgage and protection firm, our focus is always on people: our clients and our advisors.
We’re proud to offer a warm, collaborative environment where advisors are truly valued, provided with full back-office support, and given the tools to thrive. Whether you’re looking to step away from a high-pressure corporate setting, or you’re an experienced advisor seeking more flexibility and better work-life balance, HR Financial Services could be the perfect fit.
The Opportunity
We’re looking for a motivated, customer-focused Mortgage & Protection Advisor to join us on a self-employed basis. You’ll receive high-quality lead support, full administration assistance, and access to market-leading tools and systems - allowing you to focus on what you do best: giving excellent advice and building trusted relationships.
This is a fantastic opportunity for someone who wants the freedom of self-employment without feeling like they’re on their own.
What You’ll Be Doing
* Providing expert mortgage and protection advice across a range of products and client needs
* Conducting thorough fact-finds and delivering tailored recommendations
* Managing client cases from application through to completion with admin support
* Keeping up to date with market trends, criteria changes, and compliance requirements
* Building long-term client relationships through exceptional service
* Meeting performance and income targets in a fully supported environment
What We Provide
* ? Uncapped earning potential - realistic OTE £40k-£80k+
* ? Qualified lead support to help build your pipeline
* ? Full admin and case progression support - so you can focus on advice
* ? Access to a competitive panel of lenders and protection providers
* ? CRM and sourcing systems provided
* ? Regular training, mentoring & CPD
* ? A family-feel team culture - where you’re heard, supported and appreciated
* ? Remote working flexibility - work from home, or in-person if preferred
* ? No micromanagement - just support when you need it
What We’re Looking For
* CeMAP (or equivalent) qualified
* Minimum 12 months’ experience in a regulated mortgage advisor role
* Confident in advising on life, critical illness, and income protection
* Able to manage your own diary and workflow
* A self-starter with a strong work ethic and desire to build long-term income
* Passion for providing outstanding client service
Desirable (but not essential)
* Experience in complex or specialist cases (e.g., self-employed, adverse credit)
* Whole-of-market knowledge
* Existing client bank or introducers
Join Us
If you’re looking for a place where you’re more than just a number - where your success is celebrated and your wellbeing matters - then we’d love to hear from you.
?? To apply, please send your CV and a short introduction to [Insert Contact Email or Link].