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Eight Financial AdviceEA

Self Employed Mortgage Adviser

A UK-based financial planning firm offering personalized advice on retirement, investments, and protection as a Principal Partner Practice of St. James's Place.

Eight Financial Advice

Employee count: 51-200

United Kingdom only

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Self Employed Mortgage Adviser

We are growing our mortgage team, offering full admin support, a large book of potential clients and the ability to write your own business without any of the hassles of owning a business!

We looking for experienced and motivated Self-Employed Mortgage Advisers to join our team. Whether you’re an established broker looking for a better deal or an adviser ready to take control of your earnings and work life balance, Eight Mortgages offers the tools, support, and freedom to help you succeed.

The Role:
As a Self-Employed Mortgage Adviser with Eight Mortgages, you’ll have the autonomy to manage your own clients while benefiting from our strong brand and full compliance support.. You’ll deliver professional, FCA-compliant mortgage and protection advice, providing clients with tailored solutions to meet their financial needs.

Key Responsibilities:

  • Provide expert, whole-of-market mortgage advice to clients.
  • Build and maintain strong, long-term client relationships.
  • Manage your own pipeline from lead generation through to completion.
  • Keep up to date with lender criteria, market developments, and FCA regulations.
  • Ensure all advice and documentation meets compliance and quality standards.
  • Deliver an exceptional client experience built on trust, transparency, and service.

Requirements

  • CeMAP (or equivalent) qualification – essential. Equity release desirable, RO5 desirable
  • Current or recent FCA authorisation (directly authorised or appointed representative).
  • Proven experience as a Mortgage Adviser
  • Excellent product knowledge and understanding of mortgage market trends.
  • Ability to manage your own time, workload, and client relationships.
  • Self-motivated, professional, and committed to delivering outstanding service.

Benefits

  • Competitive split structure between your own business and referrals DOE
  • Write your own business while we handle the hassles of running a business
  • Full admin support to allow you to focus on seeing clients
  • Large book of potential clients available from day 1
  • Support and mentorship

About the job

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Posted on

Job type

Other

Experience level

Education

Professional certificate

Location requirements

Hiring timezones

United Kingdom +/- 0 hours

About Eight Financial Advice

Learn more about Eight Financial Advice and their company culture.

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Eight Financial Advice, formerly known as Eight Wealth Management, is a prominent financial planning firm based in the United Kingdom. As a Principal Partner Practice of St. James's Place Wealth Management, the company provides a comprehensive suite of financial services designed to meet the diverse needs of individuals, families, and businesses. Their core philosophy centers on a 'people-first' approach, ensuring that financial advice is not only expert and compliant but also accessible, clear, and genuinely tailored to the unique circumstances of each client. The firm prides itself on building long-term relationships grounded in trust, helping clients navigate complex financial landscapes with confidence and peace of mind.

The company offers a wide array of specialized services, including retirement planning, investment planning, financial protection, and long-term care planning. They also provide expert guidance on tax and intergenerational planning, helping clients manage their wealth efficiently across generations. For business owners, Eight Financial Advice delivers corporate financial planning solutions that address the specific challenges of running and growing a business. With a team of over 30 experienced advisers and a robust support staff, the firm combines the personal touch of a boutique practice with the resources and stability of a large wealth management network. Their commitment to excellence is reflected in their high client satisfaction ratings and their dedication to continuous professional development for their team.

Tech stack

Learn about the tools and technologies that Eight Financial Advice uses to build, market, and sell its products.

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Eight Financial Advice employees can create an account to update this tech stack.

Employee benefits

Learn about the employee benefits and perks provided at Eight Financial Advice.

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Company Events

Regular social events and company-wide gatherings.

Pension Advice

Free mortgage and pension advice from in-house experts.

Life Assurance

Life assurance coverage valued at 4x the employee's salary.

Volunteering Days

8 paid hours annually to volunteer via The Eight Foundation.

View Eight Financial Advice's employee benefits
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Eight Financial Advice

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