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- Tasks: Help clients with mortgage and protection needs while building lasting relationships.
- Company: Join The Openwork Partnership, a modern financial advice business with a supportive team.
- Benefits: Enjoy a competitive salary, bonuses, remote work options, and career development opportunities.
- Why this job: Be part of a thriving team that values quality service and client satisfaction.
- Qualifications: Must be a qualified Mortgage and Protection Adviser, self-motivated and proactive.
- Other info: Work remotely with access to an active client bank and dedicated support.
The predicted salary is between 24000 - 44000 £ per year.
Join to apply for the Mortgage Adviser role at The Openwork Partnership. £30,000 - £37,000 basic plus bonus and benefits (employed role) in the East Anglia region, working remotely.
Are you a Mortgage and Protection Adviser keen to join a thriving business that can provide you with quality leads and an active client bank, as well as opportunities for long-term development and genuine opportunities to grow your career and reach your potential? This is an employed Mortgage and Protection Adviser position for a quality-focused and modern Financial Advice business. You’ll be part of a flourishing team, with dedicated support provided by an award-winning network.
You will have access to an active client bank and a flow of leads, but you will also be building a Business Development and Lead Generation plan, with the support of the business, to further grow your customer base and reach your income potential. This opportunity will suit a pro-active Mortgage adviser who is able to build lasting relationships based on trust. You must be self-motivated and confident to work independently.
We can consider experienced Mortgage Advisers at all levels, and you will receive a generous salary with commission and an uncapped OTE. If you are a talented and passionate Mortgage and Protection Adviser who puts the clients’ needs at the heart of everything you do and are passionate about exceeding expectations and delivering great customer outcomes, then this may be the role you have been looking for!
You will be responsible for:
- Managing client enquiries and overseeing the advice process end to end.
- Working remotely but with the support of a larger head office function and admin support team.
- Building and nourishing relationships with clients who really value quality service.
- Proactively working with an existing client bank to review mortgage and protection needs.
- Driving additional new business through various networking activities, such as networking, seminars, as well as obtaining referrals.
- Identifying opportunities for seminars, sponsorship, and other promotional activities to leverage business generation activity.
- Analysing information and making recommendations best suited to individual clients' requirements.
- Reviewing and responding to clients' changing needs and financial circumstances, maintaining regular client contact.
- Meeting the regulatory aspects of the role, including requirements for disclosure, cost of the services provided, and suitability of advised products.
- Consistently developing your knowledge of the Openwork mortgage and protection proposition.
- Keeping up to date with financial legislation and participating in CPD.
If you are a qualified and experienced Mortgage and Protection Adviser who wants to work for a modern, forward-thinking, and flourishing business, please get in touch to discuss this excellent opportunity further.
Contact Detail:
The Openwork Partnership Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Adviser
✨Tip Number 1
Network actively within the financial services community. Attend local events, seminars, and workshops to meet potential clients and other professionals in the industry. Building relationships can lead to referrals and new business opportunities.
✨Tip Number 2
Familiarise yourself with the Openwork mortgage and protection proposition. Understanding their unique offerings will allow you to tailor your approach when speaking with clients and demonstrate how you can meet their specific needs.
✨Tip Number 3
Stay updated on the latest financial legislation and market trends. This knowledge will not only enhance your credibility but also enable you to provide informed advice to clients, which is crucial for building trust and long-term relationships.
✨Tip Number 4
Develop a personal brand that highlights your expertise and commitment to client satisfaction. Use social media platforms and professional networks to share insights, success stories, and valuable content that showcases your skills as a Mortgage Adviser.
We think you need these skills to ace Mortgage Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience as a Mortgage and Protection Adviser. Focus on your ability to build relationships, manage client enquiries, and your knowledge of financial legislation.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping clients and your proactive approach to business development. Mention specific examples of how you've exceeded client expectations in the past.
Highlight Relevant Skills: In your application, emphasise skills such as self-motivation, independent working, and your ability to analyse client needs. These are crucial for the role and will set you apart from other candidates.
Showcase Continuous Learning: Mention any ongoing professional development or CPD activities you are involved in. This demonstrates your commitment to staying updated with industry changes and improving your expertise.
How to prepare for a job interview at The Openwork Partnership
✨Know Your Products
Make sure you have a solid understanding of the mortgage and protection products offered by The Openwork Partnership. Be prepared to discuss how these products can meet various client needs, as this will demonstrate your expertise and commitment to providing quality service.
✨Showcase Relationship Building Skills
Since the role emphasises building lasting relationships with clients, be ready to share examples from your past experiences where you've successfully nurtured client relationships. Highlight your ability to establish trust and provide exceptional customer service.
✨Demonstrate Proactivity
The job requires a proactive approach to business development. Prepare to discuss your strategies for generating leads and expanding your client base. Mention any networking activities or seminars you've organised or participated in to showcase your initiative.
✨Stay Updated on Regulations
Familiarise yourself with the latest financial legislation and regulatory requirements relevant to the mortgage industry. Being knowledgeable about compliance will show that you take your responsibilities seriously and are committed to maintaining high standards in your work.
