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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 a generous commission split of 60/40.
- Why this job: Be part of a supportive culture that prioritises client relationships and professional growth.
- 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 employee development.
The predicted salary is between 36000 - 60000 £ per year.
Mortgage Advisor – Aitana Financial ServicesJoin 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.
✨Tip Number 2
Familiarise yourself with Aitana Financial Services and their approach to client care. Understanding their values and how they prioritise customer service will help you align your discussions during interviews.
✨Tip Number 3
Stay updated on the latest mortgage products and market trends. This knowledge will not only boost your confidence but also demonstrate your commitment to providing high-quality advice to potential clients.
✨Tip Number 4
Prepare to discuss your previous experiences in detail, especially how you've built relationships with clients and lenders. Highlighting specific examples will showcase your ability to thrive in a remote working environment.
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 helping clients and your proactive approach to building relationships. Mention how your values align with Aitana Financial Services' commitment to 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 providing informed advice and maintaining high standards.
Highlight Communication Skills: Since the role requires strong verbal and written communication skills, provide examples of how you've successfully communicated complex information to clients in the past. This could be through previous roles or specific situations.
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 crucial requirement for the role, and demonstrating your expertise will show that you are well-prepared and knowledgeable in mortgage and protection advice.
✨Emphasise Customer Service Skills
Aitana Financial Services values advisers who put clients first. Be ready to discuss specific examples of how you've provided exceptional customer service in the past. This will help illustrate your commitment to achieving the best outcomes for clients.
✨Demonstrate Proactivity
Since the role requires a proactive approach to building relationships and generating referrals, prepare to share instances where you've taken the initiative in previous roles. This could include how you've successfully managed your diary or sought out new business opportunities.
✨Prepare for Industry Knowledge Questions
Stay updated on current trends and changes in the mortgage industry. During the interview, be prepared to discuss recent developments or challenges in the sector. This will demonstrate your commitment to maintaining high-quality standards and your ability to provide informed advice.
