MCOB Adviser

Openwork Ltd; Greater London; Hybrid; GBP 30,000 - 50,000; Full time

Benefits offered by this job

Remote work

Dartford office monthly attendance

Job summary

Openwork Ltd. offers remote-working opportunities with a monthly attendance day in our Dartford office. You will provide high-quality mortgage advice, assessing clients' financial situations and recommending suitable options while adhering to regulatory standards.

The role emphasizes building lasting client relationships, networking to expand the client base, and leveraging training and support offered by the firm. A dynamic, entrepreneurial mindset is valued.

Qualifications

• Strong track record of sales and building strong client relationships.
• Good knowledge of industry regulations and compliance standards.
• Ability to develop business through networking and client marketing.

Responsibilities

• Provide high-quality, client-focused mortgage advice aligned with client needs and objectives.
• Analyse clients' financial situations to determine suitable mortgage options.
• Utilise firm-provided training and support to comply with regulatory requirements.
• Manage client records and maintain ongoing regulatory compliance.
• Promote services through networking to grow client base.

Skills

Sales

Networking

Communication

Regulatory knowledge

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.