Mortgage Adviser: 350-Client Book, Remote & Bonus Potential

Openwork Limited; Carlisle; Hybrid; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Bonus program

Large client base

Lead generation / weekly leads

Remote day from home

Admin & support team

Learning & development through Openway

Job summary

Stan Sherlock Associates, part of The Openwork Partnership, seeks an experienced Mortgage Adviser in Carlisle to take over a retiring adviser’s client bank of about 350 clients including re-mortgages and new leads.

The role offers a performance-based bonus, a large client base, roughly 3–4 leads weekly, one day per week remote, and full admin support plus Openwork Academy development opportunities.

Qualifications

• Proven sales track record with client relationships.
• Excellent communication skills and self-motivation.
• Entrepreneurial drive to develop network and client portfolio.
• Good knowledge of industry regulations and compliance standards.

Responsibilities

• Provide high-quality, client-focused mortgage advice.
• Analyse clients' financial situations to determine options.
• Utilise the firm's training and support.
• Maintain client records and regulatory compliance.
• Promote services through networking and marketing to grow client base.

Skills

Sales experience

Client relationship management

Self-motivation

Entrepreneurial drive

Regulatory knowledge

Job description

Stan Sherlock Associates, part of The Openwork Partnership, seeks an experienced Mortgage Adviser in Carlisle to take over a retiring adviser’s client bank of about 350 clients including re-mortgages and new leads.

The role offers a performance-based bonus, a large client base, roughly 3–4 leads weekly, one day per week remote, and full admin support plus Openwork Academy development opportunities.