Mortgage and Protection Adviser

The Openwork Partnership; Swindon; Hybrid; GBP 40,500 - 49,500; Full time

Benefits offered by this job

Salary up to £45,000

On target bonus 10%

Pension scheme – Openwork matches up 5

Critical illness cover

Income protection - 1x salary

Death in service - 4x salary

27 days holiday + bank holidays + buy

Job summary

The Openwork Partnership is looking for a Mortgage and Protection Adviser in Swindon to proactively own high quality mortgage, protection and GI advice following the Openwork Sales Process guidelines.

This is a permanent, hybrid role based in our Swindon office, with the requirement to be in the office 3 days a week.

Qualifications

• Desirable: CEMAP or equivalent
• Desirable: 2+ years mortgage advice experience
• Desirable: 1+ years protection advice experience
• Desirable: GI sales experience

Responsibilities

• Managing communications with clients, advisers and 3rd party contacts.
• Demonstrating an excellent and comprehensive up to date knowledge of existing Openwork Mortgage, Protection & GI product suite.
• Identifying customer needs and provide accurate and compliant advice relevant to customer’s individual situation through professional and confident communication.
• Pro-actively follow up pipeline cases proactively and timely to establish a case resolution Ensuring that all cases follow the Openwork’s T&C Framework.
• Be responsible for the end to end advice process.

Skills

Phone communication

Sales skills

Target driven

Team player

Integrity

Time management

Education

CEMAP or equivalent

Job description

The opportunity

As a Mortgage and Protection Adviser, your role is to proactively own and manage high quality mortgage, protection and GI advice following the Openwork Sales Process guidelines.

The opportunity

As a Mortgage and Protection Adviser, your role is to proactively own and manage high quality mortgage, protection and GI advice following the Openwork Sales Process guidelines.

This is a permanent, hybrid role, based in our Swindon office, with the requirement to be in the office 3 days a week.

Join our mission to make financial advice accessible to everyone

The benefits

• Salary - up to £45,000
• Bonus scheme - on target bonus - 10%
• Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
• Critical illness cover
• Income protection - 1x salary
• Death in service - 4x salary
• 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
• A range of other flexible benefits to include private medical insurance, dental insurance and much more.

Key Responsibilities

• Managing communications with clients, advisers and 3rd party contacts.
• Demonstrating an excellent and comprehensive up to date knowledge of existing Openwork Mortgage, Protection & GI product suite.
• Identifying customer needs and provide accurate and compliant advice relevant to customer’s individual situation through professional and confident communication.
• Pro-actively follow up pipeline cases proactively and timely to establish a case resolution Ensuring that all cases follow the Openwork’s T&C Framework.
• Be responsible for the end to end advice process.

What will you need to succeed?

• Desirable | CEMAP or equivalent
• Desirable | 2 years+ experience on Mortgage Advice
• Desirable | 1 years+ experience in Protection Advice
• Desirable | GI sales experience
• A clear communicator who can engage clients over the phone
• Proven track record as a Mortgage Adviser, exceeding quality and income targets
• Exceptional telephone sales skills
• Ability to work to predetermined deadlines in a fast paced, target driven environment
• Self-motivated with ability to work within a team
• A result orientated individual with drive, determination and a great deal of integrity

Why us?

We're a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential.

We’re also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022. The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleague’s individual differences and identities – just like our financial advice, for us, it’s personal. We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier. At Openwork, we have a strong ethic of care for each other where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.