JOB OVERVIEW

Location: Cheltenham (office-based admin + client facing work)
Job Type: Freelance Associate (self-employed)
Hours: Full Time Flexible – 50% office-based admin + 50% sales/trainee adviser work

ABOUT US

We are a growing mortgage brokerage based in Cheltenham, dedicated to helping clients secure the right mortgage and protection solutions. As part of our continued growth, we are looking to recruit motivated and sales-driven freelance associates who are, or want to become, successful mortgage advisers.

ABOUT YOU

We’re looking for individuals who are:

• Ambitious and sales-driven, with a genuine interest in financial services.
• Excellent communicators who enjoy building relationships.
• Self-motivated, proactive, and eager to learn.
• Organised and able to balance both admin and client-facing work.
• Live within 50 miles of Cheltenham (local knowledge beneficial).
• Experience not essential but business acumen is.
• Up 5 years references required (can include in education).
• Good IT Skills essential.
• Must be able to drive/own car and have own laptop.

This is an exciting opportunity for individuals at the start of their career in financial services, or those looking to transition into mortgage advice.

For the first 20 weeks, this will be a dual role:

• 50% of full-time hours per month office-based administration (paid monthly retainer).
• Remainder of the month: working to convert company-provided leads and self-generated opportunities into mortgage and protection business.

You’ll gain hands-on experience, working alongside experienced advisers, while developing your own client base and sales skills.