Mortgage Adviser –-Self-Employed
Cheltenham
Are you a qualified Mortgage Adviser looking to build a sustainable, high-performing income within a structured and supportive environment?
At Fairview Financial, we’re growing a team of advisers who are serious about delivering quality advice and building sustainable income—whether you’re experienced or newly qualified and driven to succeed.
We provide a steady flow of qualified client enquiries, alongside the systems, admin support, and infrastructure needed to help you convert efficiently and build predictable income.
What you’ll benefit from:
- Consistent flow of high-quality client enquiries (digital marketing, SEO, existing clients, introducers)
- Dedicated administrative support to progress cases and reduce your workload
- All-in-one CRM system to streamline fact-finds, document collection, product sourcing and case tracking
- Access to whole-of-market lenders and protection panels
- Hybrid / remote working with access to our Cheltenham office (parking available)
- A structured, growth-focused environment with clear processes and support
Earnings & Income Potential:
- On-target earnings with a clear and scalable income pathway
- Uncapped earning potential — no ceiling on what you can achieve
- Ability to build long-term, repeat and referral-based income
Who we’re looking for:
We are open to:
Experienced Advisers
- Confident in managing and converting client enquiries
- Looking to build on an existing client base and grow their business further
- Professional, organised, and proactive in managing their pipeline
Newly Qualified Advisers
- Fully CeMAP (or equivalent) qualified
- Highly driven, coachable, and motivated to build a career in mortgage advice
- Willing to learn, develop, and take ownership of opportunities
What matters to us:
- A driven individual with the ability to network and generate additional business alongside provided opportunities
- Strong work ethic and personal accountability
- Professional and compliant approach to advice
- Ability to manage opportunities through to completion
About Fairview Financial
Fairview Financial is an established Cheltenham-based mortgage and protection brokerage with a strong local reputation for delivering high-quality, whole-of-market advice. We’ve built a dynamic and supportive team environment focused on exceptional client service, long-term relationships, and consistent outcomes. As we continue to grow, our focus remains on maintaining high standards while expanding a team of advisers who are committed to doing the right thing for clients and building a successful career.
We are a firm where:
- Advisers are supported by strong systems and people
- Processes are designed to improve efficiency and consistency
- Clients receive a high-quality, professional service
- Advisers can develop, grow, and build long-term success
If you’re motivated to succeed and want to be part of a firm that supports that ambition, we’d like to hear from you. Please click on Apply Now and email your CV and covering letter.
