MCOB Adviser

Openwork Limited; Carlisle; Hybrid; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Bonus program

Large client base

Lead generation / weekly leads

Remote day from home

Admin & support team

Learning & development through Openway

Job summary

Stan Sherlock Associates, part of The Openwork Partnership, seeks an experienced Mortgage Adviser in Carlisle to take over a retiring adviser’s client bank of about 350 clients including re-mortgages and new leads.

The role offers a performance-based bonus, a large client base, roughly 3–4 leads weekly, one day per week remote, and full admin support plus Openwork Academy development opportunities.

Qualifications

• Proven sales track record with client relationships.
• Excellent communication skills and self-motivation.
• Entrepreneurial drive to develop network and client portfolio.
• Good knowledge of industry regulations and compliance standards.

Responsibilities

• Provide high-quality, client-focused mortgage advice.
• Analyse clients' financial situations to determine options.
• Utilise the firm's training and support.
• Maintain client records and regulatory compliance.
• Promote services through networking and marketing to grow client base.

Skills

Sales experience

Client relationship management

Self-motivation

Entrepreneurial drive

Regulatory knowledge

Job description

One of our established Partner Firms in Carlisle are in need of an experienced Mortgage Adviser to take over a retiring Adviser's client bank. There are around 350 clients available for the new Adviser, consisting of re-mortgages and new leads. This is a fantastic opportunity to gain a large book of clients and increase your earning potential.

What's in it for you?

• Quarterly & Annual bonus available - based on 3x validation goal
• 350 clients to take over instantly
• Average of 3-4 leads per week
• One day per week from home
• Admin & Business Support team available
• Access to learning & development through Openwork Academy

Your responsibilities will include

• Provide high-quality, client-focused advice aligned with individual needs and objectives
• Analyse clients’ financial situations to determine appropriate mortgage options
• Utilise the training and support provided by the firm
• Manage client records and ensure ongoing compliance with all applicable and current regulatory requirements.
• Promote your services through networking and marketing, to grow your client base

What will you need to succeed?

• Strong track record of sales and building strong client relationships
  
• Self motivated with excellent communication skills
  
• Ambitious with entrepreneurial drive to develop your business network and client portfolio
  
• Good knowledge of industry regulations and compliance standards

Why us?

Stan Sherlock Associatesare part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.

£45,000 - £55,000 basic salary for candidates with the potential to progress into Wealth Advice

Central Wales, East Midlands, Leeds, North East, North Wales, North West, Northern Ireland, Remote - Nationwide, Scotland, South East, South Wales, South West, West Midlands, Yorkshire & The Humber, Swindon, London, Field Based, Home Based

Central Wales, East Midlands, Leeds, North East, North Wales, North West, Northern Ireland, Remote - Nationwide, Scotland, South East, South Wales, South West, West Midlands, Yorkshire & The Humber, Swindon, London, Field Based, Home Based