Mortgage Adviser

Openwork Limited; Belfast City; On-site; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Competitive basic salary

Uncapped commission

Qualified leads provided

Administrative support

Ongoing training and development

Holiday entitlement

Career progression opportunities

Flexible working arrangements

Lead generation access

Compliance support

Whole-of-market lender access

Technology and CRM systems provided

Uncapped earnings potential

Job summary

E M Gray & Co Ltd in Belfast is seeking a Mortgage Advisor to join a growing wealth management team. You will provide high-quality mortgage and protection advice, assess clients’ circumstances, and manage cases from enquiry to completion, building strong relationships with clients and introducers.

We offer both Employed and Self-Employed options, with competitive salary/uncapped commissions, qualified leads, full compliance support, and ongoing training to develop your advisory network and

Qualifications

• 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.

Responsibilities

• Provide high-quality mortgage and protection advice to clients.
• Assess clients' financial circumstances and needs.
• Recommend suitable mortgage and insurance solutions.
• Manage cases from initial enquiry through to completion.
• Build and maintain strong relationships with clients and introducers.
• Ensure all recommendations meet regulatory and compliance requirements.
• Deliver an exceptional customer experience throughout the advice process.

Skills

Sales skills

Relationship building

Communication

Entrepreneurial drive

Regulatory knowledge

Tools

CRM systems

Job description

E M Gray & Co Ltd is a highly respected and growing wealth management firm based in Belfast, committed to delivering exceptional financial planning and long-term client outcomes. As the business continues to grow, an exciting opportunity has arisen for a Mortgage Advisor to join the team.

Employed Option

• Competitive basic salary
• Uncapped commission structure
• Qualified leads provided
• Administrative support
• Ongoing training and development
• Holiday entitlement
• Career progression opportunities

Self-Employed Option

• Highly competitive commission splits
• Flexible working arrangements
• Access to quality lead generation
• Full compliance and administrative support
• Whole-of-market lender access
• Technology and CRM systems provided
• Opportunity to maximise earnings with uncapped potential

The Role

As a Mortgage Advisor, you will:

• Provide high-quality mortgage and protection advice to clients
• Assess clients' financial circumstances and needs
• Recommend suitable mortgage and insurance solutions
• Manage cases from initial enquiry through to completion
• Build and maintain strong relationships with clients and introducers
• Ensure all recommendations meet regulatory and compliance requirements
• Deliver an exceptional customer experience throughout the advice process

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?

E M Gray & Co Ltd are 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