Mortgage Adviser

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

Benefits offered by this job

70% commission split on self-generated

50% commission on provided leads

No monthly fees

Some leads provided

3 months retainer

Growth opportunities

Job summary

Openwork Limited, via Financial Planning Solutions, invites a self-employed Mortgage Adviser to join its Birmingham office in a flexible hybrid role. You will manage enquiries, provide mortgage and protection advice, and grow your own client bank with support from a experienced Practice Principle.

This position offers a competitive commission structure (70% on self-generated leads, 50% on leads provided), a 3-month retainer to start, some leads supplied, and growth opportunities including

Qualifications

• Strong communication skills with a client focus.

Responsibilities

• Manage incoming enquiries from clients and existing clients.
• Advise on mortgages and protection products.
• Grow your own client bank and develop wealth advice opportunities.

Skills

Communication

Client focus

Job description

This is a self employed, flexible hybrid role, based in the firm’s office in Acocks Green, Birmingham.

What's in it for you?

• Competitive commission-based structure with 70% commission split on self-generated leads and 50% where leads are provided
• No monthly fees
• Some leads provided to help you build your business
• 3 months retainer to help get you started
• Opportunities for growth, including potential business buyout options further down the line

As a Mortgage Adviser working with Financial Planning Solutions, you will be working as part of a close-knit team, providing exceptional service to clients and giving advice across mortgages and protection. Managing incoming enquiries, working with existing clients and growing your own client bank, you will have all the tools to take your first step into self-employment and shape your own future.

You will have the benefit of working closely with the firms Practice Principle who has some 40 years’ experience in the industry. Working to support the servicing of a large client bank, you will support with any remortgage needs as well as bringing on new clients.

What will you need to succeed?

• Strong communication skills with a client focus.

Why us?

Financial Planning Solutions is 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