Mortgage & Protection Adviser to Wealth Planner

Self-employed Mortgage & Protection Adviser | Future Financial Planner

Location- Kent

Are you an experienced and successful Mortgage Adviser who has ambitions to move into Financial Planning but isn't sure where to start?

At Tipping & Webb, we're offering a unique opportunity to join a growing advice business where you'll receive the support, mentoring and development needed to build a long-term career in wealth management while continuing to earn from mortgage and protection business.

What's Different About This Opportunity?

This isn't a role where you're left to figure things out on your own.

You'll work alongside an experienced Financial Planner who will mentor and support your transition into wealth advice, helping you develop the skills, knowledge and confidence needed to build a successful career in financial planning.

In the meantime, you'll continue advising on mortgages and protection, with:

✅ Opportunity to benefit from new business enquiries generated by the firm

✅ Strong administrative support

✅ Ongoing mentoring and personal development

✅ Support with professional qualifications

✅ The opportunity to build a long-term wealth management career

✅ Flexible working arrangements

✅ A friendly, supportive and collaborative culture

Who We're Looking For

We're interested in speaking with advisers who:

• Have mortgage advice experience
• Are ambitious and keen to develop their career
• Enjoy building client relationships
• Want to learn and grow within financial planning
• Bring energy, ideas and a forward-thinking approach
• Are looking for a long-term home where they can develop professionally

Whether you're working within an estate agency, brokerage or network environment, if you've been thinking about making the move into wealth management, we'd love to have a conversation.

About Tipping & Webb

Tipping & Webb is an established and growing advice business with a strong local reputation, a healthy flow of enquiries and a client-focused culture. The team prides itself on supporting advisers properly, investing in development and creating an environment where people can build lasting careers.

📩 If you'd like to explore a career that combines mortgage advice today with a pathway into financial planning tomorrow, apply now or reach out for a confidential conversation.

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