Mortgage Adviser

Openwork; Liverpool; Remote; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Leads provided

Existing client bank

50/50 commission on company leads

80/20 commission on self-generated

Flexible self-employed model

Remote or office space

Flexible hours

Compliance support

Job summary

Saunders Financial Management, part of The Openwork Partnership, is seeking an experienced Self-Employed Mortgage Adviser to support expansion. The role offers a self-employed platform with a consistent flow of warm leads, an existing client bank and commission-based earnings.

Flexible remote work, with optional office space and full FCA compliance support. The ideal candidate has at least 1 year of mortgage advisory experience, strong relationship-building skills, and a commercially minded

Qualifications

• Minimum 1 year's mortgage advisory experience.
• Open to advisers from any mortgage sector background.
• Strong communication and relationship-building skills.

Responsibilities

• Provide mortgage and protection advice to new and existing clients.
• Convert company-generated leads into completed business.
• Build long-term relationships with clients and introducers.
• Generate additional business through referrals and networking.
• Maximise opportunities within the existing client bank.
• Manage cases from initial enquiry through to completion.
• Ensure all business is conducted in line with FCA requirements and Consumer Duty.
• Contribute to the continued growth and success of the business.

Skills

Mortgage advice

Communication skills

Self-motivated

Client relationship management

Networking

Job description

Saunders Financial Management is a growing mortgage and protection business looking to recruit an experienced Self-Employed Mortgage Adviser to support its continued expansion.

This opportunity is ideal for an adviser who wants the freedom of self-employment while benefiting from a consistent flow of quality leads and an existing client bank. We're seeking someone with a minimum of one year's advisory experience who is ambitious, driven and motivated to build a successful long-term business.

To be successful in this role, you'll have at least one year's mortgage advisory experience and be confident managing your own client relationships and business pipeline.

What's in it for you?

• Around 6-10 leads per month from with a current lead conversion rate of approximately 70%
• Access to an existing client bank of around 100 clients, providing remortgage and ongoing business opportunities
• 50/50 commission split on company-generated business
• 80/20 commission split on self-generated business
• Earnings from broker fees, protection business and procuration fees
• Flexible self-employed working arrangement
• Work remotely or utilise office space if preferred
• Complete flexibility over your working hours and diary management
• Ongoing compliance and business support through The Openwork Partnership

The ideal candidate will be based in the North West, particularly around the Liverpool area. However, the role is fully flexible, and remote working is welcomed. Office space is available for advisers who prefer an office environment.

Your responsibilities will include

• Provide mortgage and protection advice to new and existing clients
• Convert company-generated leads into completed business
• Build long-term relationships with clients and introducers
• Generate additional business through referrals and networking
• Maximise opportunities within the existing client bank
• Manage cases from initial enquiry through to completion
• Ensure all business is conducted in line with FCA requirements and Consumer Duty
• Contribute to the continued growth and success of the business

What will you need to succeed?

• Minimum 1 year's mortgage advisory experience
• Open to advisers from any mortgage sector background
• Strong communication and relationship-building skills
• Self-motivated with a desire to grow their earnings and client bank
• Ambitious, proactive and commercially minded
• Professional approach to advice, compliance and customer outcomes

Who This Role Would Suit

This opportunity would suit an experienced mortgage adviser who is looking for a genuine platform to grow their business, increase earnings and benefit from a regular flow of warm leads. Whether you're already self-employed or considering a move from an employed role, you'll have the flexibility, autonomy and opportunities needed to build a highly successful advisory business.

Why us?

Saunders Financial Management is part of The Openwork Partnership, one of the UK's largest and longest-established financial advice networks. There are many benefits to being part of something bigger. The Openwork Partnership is owned by its firms, Bain Capital and its employees. It offers a broad proposition, strong provider relationships and significant resources to help advisers and firms succeed.

The Partnership places development at the heart of its culture, investing in advisers, colleagues and support staff through its dedicated Business School. In addition, The Openwork Foundation has donated more than £22 million to UK registered charities since its formation, providing opportunities for firms and advisers to support the communities they serve.

£45,000 - £55,000 basic salary for candidates with the potential to progress into Wealth Advice