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For Companies At a Glance
- 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 flexible remote work, free IT equipment, and generous commission splits.
- Other info: Join a company committed to community impact through charitable donations and employee development.
- 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.
The predicted salary is between 36000 - 60000 £ per year.
About the Firm
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
About the Role
Aitana are looking for experienced self employed mortgages advisers to join there 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 introduces 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 UKs 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.
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 building client relationships. Highlight specific examples where you successfully helped clients achieve their mortgage goals, as this aligns with Aitana's focus on client satisfaction.
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 with clients or colleagues in previous roles. This could include managing client expectations or resolving issues effectively.
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.
✨Demonstrate Customer-Centric Approach
Aitana Financial Services values advisers who put clients first. Be ready to share examples of how you've prioritised customer service in your previous roles. Discuss specific instances where you went above and beyond to ensure a positive outcome for your clients.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ability to build rapport with clients. Prepare by thinking of past experiences where you successfully navigated challenges in providing mortgage advice or managing client relationships.
✨Research Aitana and The Openwork Partnership
Familiarise yourself with Aitana Financial Services and its parent company, The Openwork Partnership. Understanding their values, mission, and the resources they offer can help you align your answers with what they are looking for in a candidate.