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- Tasks: Join our team as a Mortgage Advisor, managing client enquiries and providing tailored advice.
- Company: Aitana Financial Services is a leading firm in the Openwork Partnership, known for exceptional client service.
- Benefits: Enjoy fully remote work, flexible hours, and generous commission splits with all IT equipment provided.
- Why this job: Be part of a supportive culture that prioritises client relationships and offers growth opportunities.
- Qualifications: Must have a full CeMap qualification and at least 12 months of mortgage advice experience.
- Other info: Join a company committed to community impact through charitable donations and professional development.
The predicted salary is between 36000 - 60000 £ per year.
Mortgage Advisor – Aitana Financial Services
Join to apply for the Mortgage Advisor role at Aitana Financial Services.
Aitana Financial Services was founded in 1993 and today span the breadth of the whole of the country, focusing on giving the best advice for their client’s circumstances. This business really prides itself on the quality of their advice, and it’s the reason they’ve grown through recommendations from happy clients to become one of the largest businesses within the Openwork Partnership network.
Aitana are looking for experienced self‑employed mortgage advisers to join their expanding team. This is a fully remote role where you will take a lead from initial enquiry, managing your own diary to giving full advice and recommendation, alongside the support of an experienced administration team. You would be speaking to new and existing clients and working with introductions to further grow your referrals.
The benefits
- Fully flexible remote working
- All IT equipment provided free of charge
- Commission splits of 60/40
- Full leads provided
- Fully approved marketing literature and support to self generate new opportunities
Your responsibilities will include:
- Maintaining high quality standards when providing mortgage & protection advice to clients
- Create and maintain business relationships with lenders and providers
- Keeping up to date with industry knowledge
What will you need to succeed?
- Full CeMap qualification or equivalent to provide mortgage and protection advice is a must
- Minimum 12 months experienced in providing mortgage advice or in a mortgage administrator environment
- Passionate about customer service and producing the right outcome
- Professional attitude with professional rapport building skills
- Communication skills both written and verbal
They are looking for mortgage advisers that put the clients’ first and make sure they are at the heart of everything you do.
This opportunity will suit a pro‑active Mortgage adviser who is able to build lasting relations based on trust. We are looking for an inspired adviser who is driven to succeed and is looking for a company that can support you and lead to incredible success.
Aitana Financial Services are part of The Openwork Partnership, who are one of the UK’s 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 so is somewhat of a democracy. 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.
Seniority level
- Not Applicable
Employment type
- Full-time
Job function
- Customer Service and Finance
Location: London, England, United Kingdom
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Mortgage Advisor employer: Aitana Financial Services
Contact Detail:
Aitana Financial Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Advisor
✨Tip Number 1
Network with other mortgage advisers and professionals in the industry. Attend relevant webinars or local meetups to build connections that could lead to referrals or insights about the role at Aitana Financial Services.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in the mortgage sector. This knowledge will not only help you in interviews but also demonstrate your commitment to providing high-quality advice, which is crucial for Aitana.
✨Tip Number 3
Prepare to discuss your approach to client relationships during the interview. Aitana values advisers who put clients first, so be ready to share examples of how you've built trust and rapport with clients in the past.
✨Tip Number 4
Research Aitana Financial Services and The Openwork Partnership thoroughly. Understanding their values and mission will allow you to tailor your conversation and show how you align with their goals during the application process.
We think you need these skills to ace Mortgage Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in mortgage advising and customer service. Emphasise your CeMap qualification and any specific achievements that demonstrate your ability to provide high-quality advice.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for customer service and your proactive approach. Mention how your skills align with Aitana Financial Services' values and their focus on client satisfaction.
Showcase Industry Knowledge: In your application, include examples of how you stay updated with industry trends and regulations. This will demonstrate your commitment to maintaining high standards in mortgage advice.
Highlight Relationship-Building Skills: Aitana is looking for advisers who can build lasting relationships. Include specific examples of how you've successfully developed rapport with clients or lenders in your previous roles.
How to prepare for a job interview at Aitana Financial Services
✨Showcase Your CeMap Qualification
Make sure to highlight your full CeMap qualification or any equivalent certifications during the interview. This is a must-have for the role, and demonstrating your expertise will show that you are well-prepared and knowledgeable in mortgage and protection advice.
✨Emphasise Customer-Centric Approach
Aitana Financial Services values advisers who put clients first. Be ready to discuss specific examples of how you've prioritised customer service in your previous roles. This will demonstrate your alignment with their core values and your commitment to achieving the best outcomes for clients.
✨Demonstrate Relationship-Building Skills
Since the role involves creating and maintaining business relationships with lenders and clients, prepare to share instances where you've successfully built rapport and trust. This will illustrate your ability to foster long-lasting professional relationships, which is crucial for success in this position.
✨Stay Updated on Industry Knowledge
Being up-to-date with the latest trends and changes in the mortgage industry is essential. During the interview, mention any recent developments you've followed or relevant training you've undertaken. This shows your proactive approach to staying informed and your dedication to providing high-quality advice.
