At Next Steps FS, we're not your typical mortgage firm. We're not a corporate machine or a one-size-fits-all brokerage - we're a close-knit, people-first team who genuinely care about our clients and each other.
Join us, and you won't be thrown in at the deep end. We don't believe in "sink or swim." From day one, you'll have the full support of a team that's got your back - whether that's training, admin help, or just someone to bounce ideas off.
We're big on collaboration, celebrating wins together, and creating a culture where everyone feels valued, empowered, and part of something meaningful.
Whether you're advising your first client or your hundredth, you'll have the tools, time, and trust to thrive.
We're growing quickly and looking for a driven, down-to-earth Mortgage & Protection Advisor who wants to be part of something exciting.
The Role
As a self-employed Mortgage & Protection Advisor, you'll provide expert advice to clients across the UK. You'll assess their needs, source suitable mortgage products, and recommend protection solutions to safeguard their future.
This is a client-first role with real freedom, flexibility, and the backing of a team that wants you to succeed.
What We're Looking For
CeMAP qualified (or equivalent)
Someone who genuinely puts the client first
Proactive, professional, and positive (a good sense of humour always welcome!)
Strong attention to detail when recording client needs and recommendations
Excellent written and verbal communication skills
Confident in managing your own caseload and updating clients clearly and regularly
What We Offer
A flexible, remote working arrangement
Competitive commission-based earnings
Admin support
Access to a wide panel of lenders and protection providers
Ongoing training, development, and mentorship
A collaborative, no-egos team who support each other daily
If you're looking for flexibility, genuine support, and a team that makes work feel a little more human, this could be your next step.
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