Remote, Self-Employed Mortgage & Protection Adviser

Openwork Limited; Milton Keynes; Hybrid; GBP 45,000 - 55,000; Full time

Benefits offered by this job

50/50 leads split on company-provided

75/25 on self-generated business

Administrative support

Flexible working

Job summary

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.

Qualifications

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

Responsibilities

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

Skills

Sales experience

Client relationships

Communication skills

Entrepreneurial drive

Tools

Regulatory knowledge

Job description

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.