MCOB Adviser

Openwork Ltd; Dartford; Hybrid; GBP 30,000 - 60,000; Full time

Job summary

Openwork Ltd offers remote working with commutable distance to the Dartford office, with one day per month attendance required in Dartford. You will provide client-focused mortgage advice, analyse financial situations and leverage firm support to build a compliant client base.

You will be self-motivated with an entrepreneurial drive, working to grow your business network and client portfolio within regulatory guidelines. Access to learning and development opportunities is available.

Qualifications

Responsibilities

• 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

Job description

Remote working with commutable distance to the Dartford office

What's in it for you?

• Commission splits
• Opportunities generated from existing client relationships.
• Additional lead purchasing planned to support growth.
• Remote Working with one day per month attendance in Dartford
• Existing administration support in place.
• Access to learning and development opportunities

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?

Ellmiraare 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.