Mortgage & protection Adviser

Openwork Limited; Milton Keynes; Hybrid; GBP 40,000 - 70,000; Full time

Benefits offered by this job

Leads provided

Flexible working

Administrative support

Commission from leads

Job summary

Collective Financial Planning are expanding to provide tailored mortgage and protection advice for clients seeking self-employed support and guidance.

Join a team with decades of experience, benefit from initial leads and a 90-day plan, and enjoy flexible working arrangements with administrative support to grow your business.

Qualifications

• Strong track record of sales and building strong client relationships.
• Good knowledge of industry regulations and compliance standards.
• Self-motivated with excellent communication skills.

Responsibilities

• Provide high-quality, client-focused advice aligned with individual needs and objectives.
• Analyze clients’ financial situations to determine appropriate mortgage options.
• Utilize the training and support provided by Collective Financial Planning and The Openwork Partnership.
• Manage client records and ensure ongoing compliance with all applicable regulatory requirements.
• Promote your services through networking and marketing to grow your client base.

Skills

Sales experience

Client relationships

Self-motivated

Communication skills

Job description

Are you qualified a Mortgage & Protection adviser driven to provide tailored support to clients with who is looking for the support and guidance to help you become successfully self-employed?

Are you an experienced adviser, seeking a new home where you can further develop your business?

Collective Financial Planning are expanding, seeking experienced Mortgage and Protection Advisers who are dedicated to delivering exceptional, holistic advice and building lasting client relationships.

Operating on a self-employed basis, you will join the Collective Financial Planning family, gaining access to comprehensive support and the opportunity to develop your expertise alongside a team with decades of combined experience.

If you're experienced in financial services and passionate about helping people, then we'd love to hear from you.

Benefits of the role

• A kickstart of initial leads to get your self-employed career going
• Support from the team and opportunity to develop including an initial 90 day structure plan tailored specifically to you
• Opportunity to develop into Pensions & Investments, Commercial Lending, Wills or Equity release if desired
• Joining a growing, forward-thinking company known for its collaborative culture
• Generous commission structure: 50/50 split on company-provided leads and 75/25 on self-generated business
• Strong intercompany wealth and 3rd party referral fees to enhance earning potential from day one
• Flexible working arrangements with support from the team either in the office or working remotely
• Benefit from dedicated administrative support to streamline your workload

What you’ll need for the role

• Strong track record of sales and building strong client relationships
• Self motivated with excellent communication skills
• Ambitious with entrepreneurial drive to develop your business network and client portfolio
• Good knowledge of industry regulations and compliance standards

Responsibilities of the role

• 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 Collective Financial Planning and The Openwork Partnership
• 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

This opportunity suits an experienced Mortgage and Protection Adviser, whether you're currently self-employed or looking to transition into a self-employed role seeking a long term place to grow and succeed or a person who is highly talented within financial services that’s looking for the right step into the industry.

If you're looking for the next steps in your career but require greater support/leadership, this could be the right fit for you.

Collective Financial Planning 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.