Do you want to become a private mortgage adviser?

Employed to Self -Employed

  

 

The Adept Private Finance regulated Mortgage Adviser role (APFA) is designed to support any person with experience in regulated Mortgage Financial Services.  

Q: Are you a fully qualified employed Mortgage Adviser and want to go self-employed to build your own business?

Q: Do you have a connected professional network and seek to take that lifetime of contacts and your knowledge to the next level?

Q: Do you want to work with a smaller team where you will be properly supported and mentored to help you increase your business, including the potential of genuine referrals from our Commercial Mortgage arm for residential mortgages and life assurance?      

If you answer YES to any of these questions, then this can be achieved by working in our Adept Private Finance team.

 
 
What do you get?

  • Initial Full Business Development planning session for 1 day, with regular ongoing monthly support.

  • Branding, website inclusion, Emails, Business cards, IT and Software support in our company brand.

  • Group SEO and social media support.

  • Dedicated 1:1 compliance support with CPD monitoring, file checking with help on trickier cases and suitability letters

  • Membership to group PI.

  • Full Lender, Protection and GI panel access.

  • Fully approved compliant processes and administration forms.

  • Ongoing “One to One” mentor-ship for all aspects of running your business.

  • Weekly strategy review and regular team meetings.

  • Internal referrals from our Commercial Finance team.

 

All the above covered by our competitive £300 pm Head Office Fee that you pay.

Benefits

  • (APFA) will be part of the bigger team working and supported under our brand.

  • Ongoing support through Mentor-ship, process and compliance.

  • Vast experience of core team to guide you on your journey.

  • Ability to increase earnings as you expand your skills & network.

  • An agreed percentage of Net fees from each transaction as they are received - speak with us to find out more.

  • Reduced compliance requirements for many mortgage types, saving you precious time.