Mortgage & Protection Adviser

Openwork Limited; Exeter; Ibrido; GBP 45.000 - 55.000; Tempo pieno

Vantaggi offerti da questo lavoro

Remote working

Home based

Descrizione del lavoro

TJD Financial, part of The Openwork Partnership, offers a fully remote mortgage adviser role with a preference for the South West/M5 corridor but not essential. This self-employed position features a starting commission structure: 50/50 on introduced business, 75/25 on self-generated business, and access to an existing client-book.

You will handle mortgage and protection work, including product transfers, first-time buyers, and portfolio cases, with scope to develop into wealth advice over time.

Competenze

• At least two years' mortgage advice experience.
• CeMAP-qualified and able to operate with minimal supervision.

Mansioni

• Provide high-quality, client-focused mortgage and protection advice.
• Analyse clients’ financial situations to determine mortgage options.
• Utilise training and support from the firm.
• Manage client records and ensure regulatory compliance.
• Promote services through networking and marketing to grow client base.

Conoscenze

Mortgage advice

Formazione

CeMAP

Descrizione del lavoro

A fully remote position with preference of being close to the South West / M5 Corridor but not essential.

What's in it for you?

• Self-employed position
• Starting commission structure:
• 50/50 on introduced business
• 75/25 on self-generated business
• Existing client-bank opportunities, including product transfer. Numbers to be agreed depending on experience, potentially up to 15 a month
• Regular referral-led enquiries
• Investment in additional lead generation, subject to testing and quality
• Opportunity to build a book of business that subject to certain conditions, you can call your own over time
• Clear development path into wealth advice, with mentoring and support from an experienced team, if desired

The role

You’ll handle a varied mix of mortgage and protection work, including product transfers, first-time buyers, second charges and portfolio cases. You’ll gradually take on mortgage clients from the existing book while also developing your own business.

There is scope to develop into wealth advice over time, and for the right person, this could form part of a longer-term succession plan.

Your responsibilities will include

• Provide high-quality, client-focused advice aligned with individual needs and objectives
• Analyse clients’ financial situations to determine appropriate mortgage options
• Utilise the training and support provided by the firm
• Manage client records and ensure ongoing compliance with all applicable and current regulatory requirements.
• Promote your services through networking and marketing, to grow your client base

What will you need to succeed?

• At least two years' mortgage advice experience
• CeMAP-qualified and able to operate competently with minimal supervision
• Bank or whole-of-market background considered
• Strong compliance standards and a client-first approach
• Comfortable managing a varied caseload and taking responsibility for your own pipeline
• Based in, or willing to work across, the South West/M5 corridor - ideally within around two hours of Exeter

Why us?

TJD Financial 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. 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.

Remote - Nationwide, South West, Home Based

Remote - Nationwide, South West, Home Based

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