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This role is a great for for those who are self employed with a lead source or client bank but want topping up with highly convertible, higher case value leads. The firm can provide competitive commission rates coupled with quality leads meaning you can focus on writing business and earning money. The firm is a wealth business that can also support those looking to progress into wider financial planning.
The Business
The firm are a wealth advisory business based in South Wales who focus on those within the medical field, i.e. Doctors, Surgeons, etc. As a result, this means that their mortgage clients typically have a higher case size and conversion rate than average. They currently have just over 10 advisors working with them and in the process of taking on three more. They directly authorised and looking to increase both the amount of leads they get and the amount of brokers working with them.
The Role
Working with this business as a self employed advisor, you will be working entirely remotely and offering the best fitting mortgage/protection advice to your clients. You will be self generating your own clients as well as taking quality leads from the business. They can also help you develop ties with local hospitals to generate more of your own leads.
Benefits
- A commission split of 70/30 or a flat fee of £1350 per mortgage written
- High quality leads with high conversion rates and higher case values
- Systems, PI costs and compliance all covered
- No monthly cost
How to Apply
If this role sounds of interest to you, then click the apply button and we will be in touch with you as soon as we can. Once progressed, you will have a Teams call with the two directors to find out more about each other and then you can speak with a current advisor to cover off any questions you may have.
