Mortgage Advisor

William Dixon and Associates Ltd; Corsham; Hybrid; GBP 28,000 - 35,000; Full time

Benefits offered by this job

Basic Salary of £28,000 to £35,000 DOE

Monthly commission

Company pension

Hybrid working

Access to a knowledge admin team

Regular training sessions

Free parking

Job summary

A financial advisory firm in Corsham is seeking a full-time Mortgage Advisor to join their dynamic team. The successful candidate will provide expert advice on mortgage and protection products while building strong client relationships. This role offers flexibility with hybrid working, a supportive team, and a salary range of £28,000 to £35,000, along with additional benefits. Experience with CeMAP or CII qualifications is essential.

Qualifications

• Experience of providing advice on Mortgage and Protection products preferred.
• Commutable weekly to Corsham.

Responsibilities

• Understand clients’ individual circumstances and requirements.
• Build and nurture relationships with clients, peers and introducers.
• Carry out continued professional development.

Skills

Excellent communication skills

Customer service standards

Education

CeMAP or CII Certificate in Mortgage Advice

Job description

About the Firm

Established for over 30 years, William Dixon & Associates Ltd pride themselves on friendly jargon free advice for all. Offering holistic advice across pensions, investments, mortgages, life insurance, inheritance tax planning and retirement planning.

With a team of highly qualified and experienced advisers, they enjoy working collaboratively to provide support and guidance to their colleagues and clients alike.

About the Role

As a Mortgage Advisor, you will be part of a close-knit and supportive team to service new and existing clients as well as continuing to build and nurture relationships and gain new referrals, adding to the continued growth of the firm.

With a supportive management team, energetic colleague collaboration and flexible working allowing you to work from home 3 days per week, you will be supported to achieve every success.

Benefits for a Mortgage Advisor

• Basic Salary of £28,000 to £35,000 DOE
• Monthly commission paid on all bankings.
• Company benefits including 3x Death in service and company pension.
• Hybrid working, 2 days in the office on a Tuesday and Thursday.
• Leads provided from existing proven client bank and many more opportunities from referring financial advisers.
• Peer support with a close knit team of advisers and accessible directors to fuel your growth with support and challenges.
• Access to highly knowledge admin team to help with any processing queries and the potential for ongoing admin support.
• Scenic and peaceful offices with client meeting rooms, free parking and onsite café/bar.
• Flexibility to conduct client meetings in person or remotely as your clients require.
• Regular training sessions. Including quarterly one to ones, twice-yearly whole firm meetings and regular external speaker.
• Strong ethical values with a family feel that always ensures the right advice for clients and value their advisers.
• Recognise success and facilitate progression, with the potential to achieve further financial advice qualifications.

Your responsibilities as a Mortgage Advisor will include

• Understand clients’ individual circumstances and requirements and make recommendations on Mortgage and Protection products.
• Build and nurture relationships with clients, peers and introducers alike to help grow the business.
• Carry out continued professional development to ensure you stay up to date on industry regulation and products.

What will you need to succeed as a Mortgage Advisor

• CeMAP or CII Certificate in Mortgage Advice qualified is a must.
• Experience of providing advice on Mortgage and Protection products preferred.
• Excellent communication skills and customer service standards.
• Commutable weekly to Corsham.

Company and Partnership

William Dixon & Associated Ltd is an appointed representative of The Openwork Partnership, we are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including our ownership structure – at The Openwork Partnership we are owned by our appointed representative firms, Bain Capital and our employees so is somewhat of a democracy. We boast a broad proposition with deep ties to providers, and being one of the largest advice networks in the UK, we have some serious resources at our disposal, and put the development of our colleagues, advisers and firm support staff first, with our very own Business School. Here at The Openwork Partnership we all come together through the Openwork Foundation – who have donated over £22m to UK registered charities since it was founded.

Job details

• Seniority level: Associate
• Employment type: Full-time
• Job function: Sales and Business Development