Mortgage Advisor

Aitana Financial Services; Remote; GBP 60,000 - 80,000; Full time

Job summary

A financial advisory firm seeks experienced self-employed mortgages advisers in a remote role. Responsibilities include managing client inquiries and providing mortgage advice while maintaining high-quality standards. Candidates must possess a full CeMap qualification and a minimum of 12 months experience in mortgage advice. The firm emphasizes a strong commitment to customer service and relationship building, providing comprehensive support and resources. This is an excellent opportunity for proactive advisers looking for growth and success in their careers.

Benefits

Fully flexible remote working

All IT equipment provided free of charge

Commission splits of 60 / 40

Full leads provided

Fully approved marketing literature and support

Qualifications

• Must have full CeMap qualification or equivalent.
• At least 12 months of experience in mortgage advice or in a mortgage administrator environment.
• Professional attitude with the ability to build rapport.

Responsibilities

• Maintain high-quality standards when providing mortgage & protection advice.
• Create and maintain business relationships with lenders and providers.
• Keep up to date with industry knowledge.

Skills

Customer service

Communication skills

Rapport building

Education

Full CeMap qualification or equivalent

Job description

About the Firm

Aitana Financial Services was founded in 1993 and today span the breadth of the whole of the country, focusing on giving the best advice for their client’s circumstances. This business really prides itself on the quality of their advice, and it’s the reason they’ve grown through recommendations from happy clients to become one of the largest businesses within the Openwork Partnership network.

About the Role

Aitana are looking for experienced self‑employed mortgages advisers to join their expanding team. This is a fully remote role where you will take a lead from initial enquiry, managing your own diary to giving full advice and recommendation, alongside the support of an experienced administration team. You would be speaking to new and existing clients and working with introduces to further grow your referrals.

The benefits

• Fully flexible remote working
• All IT equipment provided free of charge
• Commission splits of 60 / 40
• Full leads provided
• Fully approved marketing literature and support to self generate new opportunities

Your responsibilities will include:

• Maintaining high quality standards when providing mortgage & protection advice to clients
• Create and maintain business relationships with lenders and providers
• Keeping up to date with industry knowledge

What will you need to succeed?

• Full CeMap qualification or equivalent to provide mortgage and protection advice is a must
• Minimum 12 months experienced in providing mortgage advice or in a mortgage administrator environment
• Passionate about customer service and producing the right outcome
• Professional attitude with professional rapport building skills
• Communication skills both written and verbal

They are looking for mortgage advisers that put the clients’ first and make sure they are at the heart of everything you do.

This opportunity will suit a pro‑active Mortgage adviser who is able to build lasting relations based on trust. We are looking for an inspired adviser who is driven to succeed and is looking for a company that can support you and lead to incredible success.

Aitana Financial Services are 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.