Mortgage Broker – Self Employed / Employed

Self-employed

Are you looking to enhance your proposition and build sustainable and long-term business value?

Equity & General Financial Services is expanding its Pecunia Partnership Programme and is seeking up to 10 experienced, self-employed mortgage brokers to join us in a long-term strategic partnership.

This is not a salaried role. We are looking for established professionals who operate on a self-employed basis and can bring an existing client bank.

This opportunity would also suit employed mortgage brokers with an existing client base who are considering a move to self-employment. We can provide the full infrastructure and support to make that transition smooth and successful.

About Equity & General

Equity & General is an FCA-authorised wealth advisory firm building a modern partnership model focused on continuity, alignment, and long-term value creation.

Our objective is straightforward:

To help mortgage brokers extend trusted client relationships beyond transactional advice and participate in the long-term value created through pensions, investments, and estate planning.

The Opportunity

Through our structured partnership model, you will be able to:

• Introduce fully independent advice across pensions, investments, and estate planning under E&Gs FCA authorisation.
• Remain at the centre of the client relationship.
• Continue placing mortgage business on comparable terms, with flexibility to retain existing network arrangements where appropriate.
• Share in both initial revenue and the long-term value of Assets Under Management (AUM) generated from your client base.
• Build genuine mid-to-long-term capital value within your business.

This is not a traditional introducer arrangement. It is a collaborative partnership designed to create value over time — not simply at the point of referral.

How It Works

You introduce financial planning as a natural extension of your mortgage advice.

Equity & General provides:

• Fully qualified advisers.
• Compliance and regulatory oversight.
• Systems and administration.
• Marketing and client servicing support.

Clients receive joined-up advice under a consistent service model.

You participate in the income and long-term AUM value generated.

Why Consider This Model?

The mortgage market continues to evolve. Diversifying into wealth advice can:

• Broaden your client proposition.
• Create additional recurring income streams.
• Build enterprise value not solely dependent on mortgage activity.
• Strengthen client retention through deeper financial engagement.

In addition, there is an optional future opportunity for Equity & General to acquire your AUM and mortgage book at prevailing market value should you decide to exit.

Candidate Profile

We are seeking mortgage brokers who:

• Operate on a self-employed basis.
• Have an established and transferable client base.
• Maintain strong, ongoing client relationships.
• Are commercially minded and focused on long-term value creation.
• Want to build a more valuable, resilient advisory business.

This opportunity will particularly suit experienced advisers who are thinking strategically about succession, capital value, and future-proofing their firm.

Apply now!

We're partnering with Recruitment Rebellion Limited to fill these openings. Applications are open for up to 30 days but may close early if a suitable candidate is found.

Our process is fair and inclusive. If you need adjustments, let us know. Only shortlisted candidates will be contacted.

To improve your chances, ensure you meet the criteria, have the right to work in the UK, and submit a clear, tailored CV showcasing your relevant experience.