Mortgage and Protection Adviser

Openwork Limited; Royal Leamington Spa; Hybrid; GBP 45.000 - 55.000; Vollzeit

Zusammenfassung

Openwork Limited is seeking a proactive mortgage adviser in Leamington Spa with hybrid working options. You will provide technically competent advice, build strong relationships with lenders, and network to grow referrals within a supportive team.

CeMAP qualified candidates with 2+ years of experience are preferred, with excellent communication, problem-solving, and attention to detail. Independent working style is valued, and there is potential for growth within the network.

Qualifikationen

• CeMAP qualification with 2+ years mortgage advice experience.
• Ability to explain information clearly and simply.
• Excellent communication and interpersonal skills.
• Strong analytical and problem-solving skills.
• Attention to detail and accuracy.
• Ability to work independently.

Aufgaben

• Providing technically competent advice to clients.
• Creating and maintaining professional relationships with lenders and providers.
• Network to increase business opportunity.
• Building lasting and meaningful client connections.
• Deal with incoming leads and generate new business with introducers.

Kenntnisse

CeMAP

Communication

Interpersonal skills

Problem solving

Attention to detail

Independent worker

Ausbildung

CeMAP certification

Jobbeschreibung

This is a self employed role, based inLeamington Spawith hybrid working options available.

What's in it for you?

• Very attractive commercial terms
• Ongoing development & training, with the potential to move into financial planning
• Opportunity for potential part ownership in the future

The firm can provide you with unrivalled support and training to help you reach your full potential.

Your responsibilities will include:

• Providing technically competent advice to clients
• Creating and maintaining professional relationships with lenders and providers
• Network to increase business opportunity
• Building lasting and meaningful client connection

You’ll be working within a flourishing and supportive team of mortgage and financial advisers, with dedicated support provided from an award-winning network.

You will deal with incoming leads as well as generating new business and working with introducers to further grow your referrals, alongside the support of an experienced administration team.

This is an outstanding opportunity for a pro-active and motivated mortgage adviser to be part of a flourishing business and help take it into the future and lead to incredible success.

What will you need to succeed?

Qualifications/Experience

• CeMAP qualified with 2 years + mortgage advice experience or less if you have a strong "route to market"
• The ability to explain information clearly and simply
• Excellent communication and interpersonal skills
• Strong analytical and problem-solving skills
• Attention to detail and accuracy
• Ability to work independently

Why us?

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. 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.

£45,000 - £55,000 basic salary for candidates with the potential to progress into Wealth Advice