Mortgage Advisor

Home Group Financial; England; Remote; GBP 30,000 - 70,000; Full time

Job summary

Home Group Financial is seeking ambitious Mortgage and Protection Advisors who want to build their own business with the support of an established brand. This self-employed role provides the autonomy to set your own hours, with company leads and mentorship available to help you succeed. You’ll be responsible for registering clients, providing tailored financial advice, and ensuring superior customer satisfaction.

Benefits

Company leads provided

Set your own working hours and location

Guidance & Support for customer generation

121 Mentorship from Founder

Progression Pathway to Wealth Adviser

Qualifications

• CEMAP qualified and ideally working towards CAS.
• High level of business quality and compliance standards.
• Willingness to self-generate a proportion of your own customers.

Responsibilities

• Providing mortgage and protection advice and tailoring financial products to meet client needs.
• Conducting client consultations and making formal recommendations.
• Delighting clients to ensure repeat business and recommendations.

Skills

Financial Products Knowledge

Client Relationship Management

Sales

Compliance Standards

Education

CEMAP Qualified

Working towards CAS

Job description

2 days ago Be among the first 25 applicants

Direct message the job poster from Home Group Financial

Attracting the next generation of aspiring Mortgage and Protection Advisers to the Openwork Partnership. To discuss our current opportunities call me…

About the Firm

Home Group Financial provides Financial Advice Services covering Wealth Management, including Pensions, Investments, Retirement Planning, Mortgages, and Protection. Supporting individuals and businesses with holistic Wealth Advice under one practice. With a focus on delivering positive customer outcomes for personal and corporate clients through outstanding personal service and a tailored, friendly approach.

About the Role

This is a full-time self-employed remote role as a Mortgage & Protection Advisor (Partner). As a Partner you have the autonomy to build your own business and a client base with the support of an existing brand and leads provided, as well as receiving business support to achieve your earning and lifestyle goals.

The benefits of being a Mortgage Advisor

• Company leads provided.
• Be your own boss and set your own working hours and location.
• Be part of a digital first business.
• CRM system, templates & gated-processes to ensure you hit the ground running with a process ‘that works!’.
• Guidance & Support with obtaining introducers in your local area to support building your own client-base and introducers.
• 121 Mentorship from Our Founder to help develop your knowledge on complex cases, bridging, commercial and development finance.
• Competitive commission splits on self-generated and company-generated clients
• Progression Pathway to earn more % of your self-generated business.
• Potential Road-Map to Wealth Adviser via The Openwork Partnership.

Your responsibilities as a Mortgage Advisor will include:

• Providing mortgage and protection advice to clients and tailoring financial products to meet their needs.
• Conducting client consultations, performing research and making formal Mortgage & Protection recommendations to clients.
• Delighting clients throughout the process to ensure they come back for a remortgage and recommend you.

What will you need to succeed as a Mortgage Advisor?

• CEMAP Qualified.
• Ideally CAS or working towards CAS.
• Willingness to self-generate a proportion of your own customers.
• High level of business quality and compliance standards.

Home Group Financial is 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 so is somewhat of a democracy. 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.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

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