Mortgage Adviser

Openwork Limited; Carlisle; Hybrid; GBP 35,000 - 55,000; Full time

Benefits offered by this job

Quarterly bonus

Annual bonus

350 clients to take over

Average 3-4 leads per week

One day per week from home

Admin & Business Support team

Openwork Academy learning

Job summary

Stan Sherlock Associates, part of The Openwork Partnership, is seeking a Mortgage Adviser in Carlisle to take over a retiring Adviser’s client bank. The role offers a large book of ~350 clients with remortgages and new leads, plus a supportive network and learning opportunities.

The position provides quarterly and annual bonuses, admin support, and about 3–4 leads per week, with one day per week from home. This is a strong opportunity to grow your business and earnings within a well-established

Qualifications

• Experience in mortgage advice and client acquisition.
• Ability to adhere to regulatory requirements.
• Proven ability to build and manage a client portfolio.

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

Skills

Sales track record

Client relationship skills

Self-motivation

Communication skills

Entrepreneurial drive

Knowledge of industry regulations

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 Associates 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.