Mortgage Advisor

Openwork Services Limited; Torridge District; On-site; GBP 30,000 - 50,000; Full time

Job summary

A leading company in financial advice is seeking a Mortgage Advisor to join their collaborative team. This role offers the opportunity to provide personalized financial advice, generate leads, and work closely with an introducer. The ideal candidate will have a passion for customer service and possess the CeMAP or CII qualification, with a supportive structure to drive success.

Benefits

Access to pre-approved marketing material

Laptop and mobile phone provided

No monthly costs

Rapid commission payments

Qualifications

• Must be CeMAP or CII qualified.
• 12 months experience in Mortgage and Protection advice.

Responsibilities

• Provide advice on mortgage and protection products.
• Generate enquiries and grow customer reach.
• Maintain industry knowledge.

Skills

Customer Service

Relationship Building

Education

CeMAP or CII Certificate in Mortgage Advice

Job description

St Barts Finance was established in 2009 with the goal of enabling people to have easy access to face-to-face financial advice, at a time and place that was convenient, with customer service at the forefront of everything they stood for. To achieve this, they have branches on the high street, have become part of The Openwork Partnership and now partner with Yorkshire Building Society.

St Barts provides a fantastic platform for its advisers, with market leading technology, trusted leads, support with ongoing development and the opportunity to have your say in the direction and running of the business, with St Barts you wont only be part of the team, you will be part of it’s future.

About the Role

As a Mortgage Advisor with St Barts, you will be part of a collaborative team of mortgage specialists who put people first. Working closely with a trusted introducer you will grow your business with support and mentoring from the firms experienced and well qualified CEO.

This is a great opportunity for someone who is driven to utilise opportunities they are presented with to grow a thriving business.

The benefits for a Mortgage Advisor:

* Trusted leads from a reliable source.

* Access to client bank with “missed opportunities”.

* No monthly costs.

* Rapid and reliable commission payments.

* Autonomy over your diary with no micromanagement.

* Access to pre-approved marketing material.

* Laptop and mobile phones provided, as well as access to fully equipped office spaces.

Your responsibilities as a Mortgage Advisor will include:

* Providing advice and recommendation across mortgage and protection products.

* Growing your reach and generating enquiries.

* Working closely with introducer to build out relationships, as such you would be required to have a weekly presence in the introducers Winchester or Southampton branch.

* Staying up to date with industry knowledge.

What will you need to succeed as a Mortgage Advisor:

* CeMAP or CII Certificate in Mortgage Advice qualified is a must.

* 12 months experience of providing advice on Mortgage and Protection products.

* Passion for customer service.

St Barts 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

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Job Overview

ID:

1596671

Date Posted:

Posted 1 day ago

Expiration Date:

05/08/2025

Location:

Northam

Competitive

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