Mortgage & Protection Adviser (Partner)

JR United Kingdom; Bath; Remote; GBP 30,000 - 60,000; Full time

Job summary

A prominent financial advice service in Bath seeks a Mortgage & Protection Adviser (self-employed) to build a client base and offer tailored financial solutions. This role offers autonomy, with comprehensive support including leads, mentorship, and a structured environment, aiming for excellent customer service and compliance standards.

Benefits

Guidance & Support for customer generation

Company leads provided

CRM system access

121 Mentorship

Progression Pathway

Competitive commission splits

Qualifications

• CEMAP qualification required, ideally working towards CAS.
• Proficiency in generating own customers and providing exceptional service.
• High standards of compliance and business quality expected.

Responsibilities

• Provide mortgage and protection advice to clients.
• Conduct client consultations and make formal recommendations.
• Delight clients to encourage repeat business and referrals.

Skills

Client Consultation

Financial Product Tailoring

Customer Focus

Education

CEMAP Qualified

CAS (preferred)

Job description

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Client:

Location:

bath, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

4

Posted:

31.05.2025

Expiry Date:

15.07.2025

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Job Description:

Company Description

Home Group Financial provides Financial Advice Services covering Wealth Management, including Pensions, Investments, Retirement Planning, Mortgages, and Protection. We support individuals and businesses with holistic Wealth Advice under one practice. Our focus is on delivering positive customer outcomes for personal and corporate clients through outstanding personal service and a tailored, friendly approach.

Role Description

This is a full-time self-employed remote role as a Mortgage & Protection Adviser (Partner). As a Partner you have the autonomy to build your own business and a client base with the support of an existing brand and leads provided, as well as receiving business support to achieve your earning and lifestyle goals.

The partner will be responsible for providing mortgage and protection advice to clients, and tailoring financial products to meet client needs. The role includes tasks such as conducting client consultations, conducting research and making formal Mortgage & Protection recommendations to clients.

You are ‘your own boss’, you set your working hours, location and we provide a structured environment to help you thrive and succeed.

What support will you have?

• Guidance & Support with obtaining introducers in your local area to support building your own client-base and introducers
• Company leads provided
• CRM system, templates & gated-processes to ensure you hit the ground running with a process ‘that works!’
• 121 Mentorship from Our Founder to help develop your knowledge on complex cases, bridging, commercial and development finance
• Progression Pathway to earn more % of your self-generated business
• Potential Road-Map to Wealth Adviser via The Openwork Partnership
• Competitive commission splits on self-generated and company-generated clients

We are an appointed representative of The Openwork Partnership and you'll be required to complete a training development course prior to commencing advice at Home Group Financial where you’ll be working with clients predominantly over the telephone or in some cases video-call should the client request. You’ll be working within our CRM system that manages the process from enquiry, sourcing and recommendation, we are a digital first business.

Core Requirements & Expectations

• CEMAP Qualified
• Ideally CAS or working towards CAS
• Willingness to self-generate a proportion of your own customers
• Providing exceptional advice to all clients from enquiry > recommendation > completion
• Delighting clients throughout the process to ensure they come back for a remortgage and recommend you
• Advise and recommend protection alongside the mortgage recommendation
• High level of business quality and compliance standards