Mortgage Adviser

Openwork; St Albans; On-site; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Bonus/Commission Payments

Mix of generated and self-generated in

Job summary

Openwork is seeking a Mortgage Adviser based in St Albans. This employed, full-time role requires regular travel to the office and offers a clear path from admin support to a full Adviser position with your own client bank.

The ideal candidate will have CeMAP, be self-motivated with strong communication skills, and possess entrepreneurial drive to grow their business network while ensuring compliant, client-focused advice and record-keeping.

Qualifications

• Experience 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 administrative support to existing Advisers.
• Enable 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 experience

Client relationships

Communication skills

Entrepreneurial drive

Education

CeMAP qualification

Job description

This is an employed full-time opportunity

St Albans based, requirement for regular travel to the office

What's in it for you?

• Bonus/Commission Payments
• Mix of generated and self-generated leads

David Fawcett is looking for a Mortgage Adviser to come into the business, offering initial admin support before moving into a full-time Adviser position with your own client bank. This is a perfect opportunity for someone with CeMAP qualification looking to build their experience and a client bank of their own.

Your responsibilities will include

• Provide high-quality administrative support to existing Advisers
• Enable 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?

• Experience 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?

David Fawcettare 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