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- Tasks: Help clients with mortgage and protection advice while building your own business.
- Company: Home Group Financial offers holistic wealth management services with a focus on customer satisfaction.
- Benefits: Enjoy remote work, flexible hours, mentorship, and competitive commission splits.
- Why this job: Be your own boss, thrive in a supportive environment, and make a real impact on clients' lives.
- Qualifications: CEMAP qualified; ideally working towards CAS; strong customer service skills required.
- Other info: You'll receive leads and business support to kickstart your career.
The predicted salary is between 36000 - 60000 £ per year.
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
Mortgage & Protection Adviser (Partner) employer: JR United Kingdom
Contact Detail:
JR United Kingdom Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage & Protection Adviser (Partner)
✨Tip Number 1
Network actively within your local community and online to build relationships with potential introducers. Attend local events or join relevant groups on social media to connect with individuals who may refer clients to you.
✨Tip Number 2
Familiarise yourself with the latest mortgage and protection products available in the market. This knowledge will not only boost your confidence but also enable you to provide tailored advice that meets your clients' specific needs.
✨Tip Number 3
Leverage the CRM system provided by Home Group Financial to manage your leads effectively. Keeping track of your interactions and follow-ups will help you maintain strong relationships with clients and increase your chances of securing business.
✨Tip Number 4
Seek mentorship from experienced advisers within the company. Learning from their experiences and insights can significantly enhance your skills and understanding of complex cases, making you a more effective adviser.
We think you need these skills to ace Mortgage & Protection Adviser (Partner)
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Mortgage & Protection Adviser. Familiarise yourself with the key tasks such as client consultations and making tailored recommendations.
Tailor Your CV: Highlight relevant experience in financial advice, particularly in mortgages and protection. Emphasise any qualifications like CEMAP or CAS, and showcase your ability to provide exceptional customer service.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for helping clients achieve their financial goals. Mention how your skills align with the company's focus on delivering positive customer outcomes.
Showcase Your Self-Management Skills: Since this is a self-employed role, demonstrate your ability to manage your time effectively and build a client base. Provide examples of how you've successfully worked independently in the past.
How to prepare for a job interview at JR United Kingdom
✨Know Your Stuff
Make sure you have a solid understanding of mortgage and protection products. Brush up on the latest trends and regulations in the financial sector, as well as the specific offerings of the company. This will show your potential employer that you're serious about the role.
✨Demonstrate Your Client-Centric Approach
Since the role focuses on providing tailored advice, be prepared to discuss how you would approach client consultations. Share examples of how you've previously delighted clients and ensured their needs were met, showcasing your ability to build strong relationships.
✨Showcase Your Self-Generation Skills
As a self-employed adviser, you'll need to demonstrate your ability to generate your own leads. Discuss any strategies you've used in the past to build a client base, and be ready to explain how you plan to attract new clients in this role.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's support systems, mentorship opportunities, and progression pathways. This not only shows your interest in the role but also helps you gauge if the company aligns with your career goals.
