Mortgage Adviser

Partnership-Recruitment; Twyford; Remote; GBP 45,000 - 55,000; Full time

Job summary

Clearview Financial, part of The Openwork Partnership, seeks a motivated Mortgage Adviser to build a strong client bank and maximise earnings. You will receive quality support, career progression opportunities, and freedom to focus on advising clients and writing business.

Join a business that values results, rewards success, and invests in your future. Salary £45,000–£55,000 basic with potential for Wealth Advice progression.

Qualifications

• 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.

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 relationships

Self-motivated

Communication skills

Entrepreneurial drive

Regulatory knowledge

Job description

Are you an ambitious Mortgage Adviser looking for a role where you can build a strong client bank and maximise your earnings?

We're seeking a motivated adviser to join a growing, client-focused firm. You'll receive quality support, genuine career progression opportunities, and the freedom to focus on what you do best - advising clients and writing business.

Join a business that values results, rewards success, and invests in your future. 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?

Clearview Financialare 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

Central Wales, East Midlands, Leeds, North East, North Wales, North West, Northern Ireland, Remote - Nationwide, Scotland, South East, South Wales, South West, West Midlands, Yorkshire & The Humber, Swindon, London, Field Based, Home Based

Central Wales, East Midlands, Leeds, North East, North Wales, North West, Northern Ireland, Remote - Nationwide, Scotland, South East, South Wales, South West, West Midlands, Yorkshire & The Humber, Swindon, London, Field Based, Home Based