Mortgage Adviser

Openwork; Eight Ash Green; Hybrid; GBP 45,000 - 55,000; Part time

Benefits offered by this job

60% commission split

Broker fee retention

Referral commission 50%

Leads with lower splits

Hybrid working options

Open to varying experience

Job summary

Mark Burton Mortgage and Protection Services, part of The Openwork Partnership, seeks a Self-Employed Mortgage Adviser to join our Colchester, Essex operation. You will inherit referral opportunities while cultivating your own client base in a growing business.

We welcome advisers at varying levels of experience. The successful candidate will provide mortgage and protection advice, build relationships, and manage applications with a focus on excellent service.

Qualifications

• Experience in mortgage advisory is preferred but varying levels of experience will be considered.
• Strong communication and relationship-building skills are essential.
• Self-motivation and an entrepreneurial mindset are valuable.
• A professional and client-focused approach is required.
• Ability to generate and develop business opportunities is important.
• Strong organisational and time-management skills are expected.

Responsibilities

• Provide mortgage and protection advice to clients.
• Build and maintain strong client relationships.
• Generate new business opportunities through networking and referrals.
• Manage the full mortgage application process from start to finish.
• Identify protection needs and discuss options with clients.
• Deliver outstanding customer service throughout the client journey.
• Maintain compliance with industry regulations and standards.

Skills

Communication skills

Relationship building

Self-motivated

Entrepreneurial mindset

Client-focused

Time management

Job description

We are seeking a Self-Employed Mortgage Adviser to join our successful and growing business based in Colchester, Essex. This opportunity has arisen following the departure of a long-standing adviser and presents an excellent opportunity to inherit referral opportunities whilst also developing your own client relationships.

Whether you're an experienced adviser with an established client bank or a motivated professional looking to take the next step in your advisory career, we'd love to hear from you.

What's in it for you?

• Office culture around health and fitness
• Self Generating business - 60% commission split plus retention of the broker fee.
• Referral Business 50% Commission split
• Leads available will lower split
• Hybrid working options
• Open to considering candidates with varying levels of experience.

About the Role

As a Self-Employed Mortgage Adviser, you will be responsible for:

• Providing expert mortgage and protection advice to clients
• Building and maintaining strong client relationships
• Generating new business opportunities through networking and referrals
• Managing the full mortgage application process
• Identifying and discussing protection needs with clients
• Delivering outstanding customer service throughout the client journey
• Maintaining compliance with industry regulations and standards

About You

We are open to speaking with advisers from a variety of backgrounds and experience levels.

You will ideally have:

• Previous mortgage advisory experience, although varying levels of experience will be considered
• Strong communication and relationship-building skills
• Self-motivation and entrepreneurial mindset
• A professional and client-focused approach
• The ability to generate and develop business opportunities
• Strong organisational and time-management skills

Why us?

The Culture

The business prides itself on combining professionalism with a supportive and energetic working environment with the Colchester office located within a facility shared with a thriving CrossFit gym , and our Director, Mark, is heavily involved within the local CrossFit community and regularly supports fitness events across the area.

While a passion for CrossFit is certainly not essential, candidates with an interest in health, fitness, wellbeing, or community involvement are likely to feel particularly at home within the culture of the business.

Mark Burton Mortgage and Protection Services 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