Self Employed - Mortgage & Protection Adviser

OPEN2 Finance; Preston; Remote; GBP 50,000 - 80,000; Full time

Benefits offered by this job

80% commission on self-generated work

50% commission on OPEN2 Finance-proc3

Leads provided

Access to OPEN2 Finance systems

Marketing support

Build your own client bank

Supportive team environment

Job summary

OPEN2 Finance is seeking an experienced Mortgage & Protection Adviser to join our growing team on a self-employed basis. This role is designed for advisers who want the freedom to build their own client bank while benefiting from our leads, technology, training and ongoing support.

You will provide mortgage and protection advice to self-generated clients and referrals, manage the advisory process, nurture relationships and grow your business under the OPEN2 Finance branding.

Qualifications

• Experience advising on mortgages and protection.
• Strong communication and relationship-building skills.
• Able to work on a self-employed basis with lead sharing.

Responsibilities

• Provide mortgage and protection advice to clients.
• Manage clients through the advice process and maintain relationships.
• Develop your own business while operating under OPEN2 Finance brand.

Skills

Mortgage advice

Protection advice

Relationship building

Business development

Tools

Open2 Finance systems

Job description

OPEN2 Finance is looking for an experienced Mortgage & Protection Adviser to join our growing team on a self-employed basis.

This opportunity would particularly suit an existing employed adviser looking to make the move into self-employment, while retaining access to leads, technology, training and ongoing support.

The Package

• 80% commission split on self-generated business
• 50% commission split on OPEN2 Finance-provided leads
• Mortgage and protection leads
• Full access to OPEN2 Finance systems and technology
• Social media and marketing support
• Support with building your own client bank and personal brand
• Collaborative and supportive team environment

The Role

You will provide mortgage and protection advice to both self-generated clients and clients introduced by OPEN2 Finance.

You will be responsible for managing your clients throughout the advice process, maintaining strong client relationships and identifying opportunities across both mortgage and protection business.

As a self-employed adviser, you will have the freedom to develop your own business while operating under the OPEN2 Finance brand and benefiting from the infrastructure and support of the wider business.

What We’re Looking For

• Be confident discussing and advising on protection
• Have strong communication and relationship-building skills
• Be motivated to generate and develop their own business
• Be comfortable working on a self-employed basis
• Be ambitious and commercially driven
• Work well as part of a team

Working Arrangements

This is a remote, self-employed position, offering flexibility around how you structure and manage your working week.

One adviser position is currently available.