Mortgage & Protection Adviser (Partner)

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

Job summary

JR United Kingdom recherche un Conseiller en Prêts Hypothécaires et Protections autonome, offrant une grande flexibilité et la possibilité de construire sa propre clientèle avec des leads fournis. Ce rôle exige de fournir des conseils financiers exceptionnels et de respecter des normes élevées de qualité et de conformité, avec un fort soutien en formation et en développement de clientèle.

Benefits

Mentorat individuel

Système CRM et modèles

Opportunité de progression

Partage de commissions compétitif

Qualifications

• CEMAP Qualified ou en voie d'obtention.
• Capacité à générer sa propre clientèle.
• Expertise en conseil et recommandations financières.

Responsibilities

• Conseiller les clients sur les prêts hypothécaires et les protections.
• Gérer le processus de conseil du début à la fin.
• Construire une clientèle grâce à des recommandations et des stratégies de génération.

Skills

CEMAP Qualification

Client Engagement

Financial Advisory

Compliance Standards

Communication

Job description

Social network you want to login/join with:

col-narrow-left

Client:

Location:

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Views:

8

Posted:

06.06.2025

Expiry Date:

21.07.2025

col-wide

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