Mortgage Adviser: 350-Client Book, Hybrid Role

Openwork Limited; Carlisle; Hybrid; GBP 32,000 - 40,000; Full time

Benefits offered by this job

Quarterly & Annual bonus

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 an experienced Mortgage Adviser in Carlisle. You will take over a retiring adviser's client bank—roughly 350 clients—with re-mortgages and new leads.

The role offers a base of £32k-£40k per year plus quarterly and annual bonuses, plus a home day each week and strong support from an admin team and Openwork Academy. Responsibilities include providing client-focused mortgage advice, analyzing financial situations, using firm

Qualifications

• CeMAP (or equivalent) qualification.
• 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 experience

Client relationships

Communication skills

Entrepreneurial drive

Education

CeMAP (or equivalent)

Job description

Stan Sherlock Associates, part of The Openwork Partnership, is seeking an experienced Mortgage Adviser in Carlisle. You will take over a retiring adviser's client bank—roughly 350 clients—with re-mortgages and new leads.

The role offers a base of £32k-£40k per year plus quarterly and annual bonuses, plus a home day each week and strong support from an admin team and Openwork Academy. Responsibilities include providing client-focused mortgage advice, analyzing financial situations, using firm