Self-Employed Mortgage Adviser

The Openwork Partnership; Colchester; Hybrid; GBP 35,000 - 65,000; Full time

Benefits offered by this job

Hybrid working

Office culture around health and фитнe

Self-generated commissions 60%

Referral business 50% commission

Job summary

The Openwork Partnership in Colchester is seeking a Self-Employed Mortgage Adviser to provide expert mortgage and protection advice, build client relationships, and generate new business opportunities. The role involves managing the full application process, maintaining high service levels, and staying compliant with industry standards.

Benefits include hybrid working options and a commission structure (60% split with retention of broker fees; 50% referrals).

Qualifications

• CeMAP qualification (or equivalent mortgage qualification) required.
• Experience in mortgage advisory preferred but varying levels considered.
• Ability to generate and develop business opportunities.
• Strong communication and relationship-building skills.

Responsibilities

• Provide mortgage and protection advice to clients.
• Build and maintain client relationships.
• Generate new business through networking and referrals.
• Manage full mortgage application process.
• Identify and discuss protection needs.
• Deliver outstanding customer service throughout the client journey.
• Maintain compliance with industry regulations and standards.

Skills

Mortgage advisory

Client relationships

Networking

Communication

Time management

Self-motivation

Entrepreneurial mindset

Professional approach

Education

CeMAP qualification

Job description

Whether you're an experienced adviser with an established client bank or a motivated professional looking to take the next step in your advisory career, we'd love to hear from you. What's in it for you?

• Office culture around health and fitness
• Self Generating business - 60% commission split plus retention of the broker fee.
• Referral Business 50% Commission split
• Leads available will lower split
• Hybrid working options
• Open to considering candidates with varying levels of experience.

About the Role As a Self-Employed Mortgage Adviser, you will be responsible for:

• Providing expert mortgage and protection advice to clients
• Building and maintaining strong client relationships
• Generating new business opportunities through networking and referrals
• Managing the full mortgage application process
• Identifying and discussing protection needs with clients
• Delivering outstanding customer service throughout the client journey
• Maintaining compliance with industry regulations and standards
  CeMAP qualification (or equivalent recognised mortgage qualification)
• Previous mortgage advisory experience, although varying levels of experience will be considered
• Strong communication and relationship-building skills
• Self-motivation and entrepreneurial mindset
• A professional and client-focused approach
• The ability to generate and develop business opportunities
• Strong organisational and time-management skills
  The business prides itself on combining professionalism with a supportive and energetic working environment with the Colchester office located within a facility shared with a thriving CrossFit gym, and our Director, Mark, is heavily involved within the local CrossFit community and regularly supports fitness events across the area.

While a passion for CrossFit is certainly not essential, candidates with an interest in health, fitness, wellbeing, or community involvement are likely to feel particularly at home within the culture of the business. Mark Burton Mortgage and Protection Services 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.