Senior Mortgage & Protection Adviser — Self-Employed

Openwork Limited; Exeter; On-site; GBP 40,000 - 55,000; Part time

Benefits offered by this job

Self-employed position

Job summary

Openwork Limited is seeking a mortgage adviser to handle a varied mix of mortgage and protection work, including product transfers and first-time buyers. You will gradually take on clients from the existing book while developing your own pipeline.

There is potential to grow into wealth advice over time, with a long-term succession plan for the right candidate. This is a self-employed position with growth opportunities and a flexible path.

Qualifications

• At least two years’ mortgage advice experience.
• CeMAP-qualified and able to operate with minimal supervision.
• Bank or whole-of-market background considered.
• Strong compliance standards and a client-first approach.
• Comfortable managing a varied caseload and taking responsibility for your own pipeline.

Responsibilities

• Handle a varied mix of mortgage and protection work, including product transfers, first-time buyers, second charges and portfolio cases.
• Gradually take on mortgage clients from the existing book while developing your own business.
• There is scope to develop into wealth advice over time, potentially forming part of a longer-term succession plan.

Skills

Mortgage advice

CeMAP

Client-first

Compliance

Pipeline management

Exeter area

Education

CeMAP qualification

Job description

Openwork Limited is seeking a mortgage adviser to handle a varied mix of mortgage and protection work, including product transfers and first-time buyers. You will gradually take on clients from the existing book while developing your own pipeline.

There is potential to grow into wealth advice over time, with a long-term succession plan for the right candidate. This is a self-employed position with growth opportunities and a flexible path.