At a Glance
- Tasks: Provide tailored mortgage advice and support clients with complex financial needs.
- Company: Join a growing, forward-thinking company with a collaborative culture.
- Benefits: Generous commission structure, remote work, and access to comprehensive support.
- Other info: Be part of a larger network with excellent resources and community involvement opportunities.
- Why this job: Become self-employed with guidance and develop your expertise in a supportive environment.
- Qualifications: Experience in mortgages or protection advising, strong sales skills, and self-motivation.
The predicted salary is between 30000 - 40000 € per year.
This is a self-employed role, based remotely.
What's in it for you?
- Support from the team and opportunity to develop
- Joining a growing, forward-thinking company known for its collaborative culture
- Generous commission structure
- Remote work available from anywhere in the UK
Are you qualified as a Mortgage & Protection or Equity Release adviser driven to provide tailored support to clients with complex cases and sophisticated profiles? Are you looking for the support and guidance to help you become successfully self-employed? Are you an experienced adviser with a proven ability to self-generate leads, seeking a new home for your client bank where you can further develop your business?
Concept Financial Services are expanding, seeking experienced Mortgage & Protection or Equity Release Advisers who are dedicated to delivering exceptional, holistic advice and building lasting client relationships. Operating on a self-employed basis, you will join Concept Financial Services, gaining access to comprehensive support and the opportunity to develop your expertise alongside a team with decades of combined experience. If you're experienced in Mortgages, Protection or Equity Release and passionate about helping people, then we'd love to hear from you.
Responsibilities of the role:
- Provide high-quality, client-focused advice aligned with individual needs and objectives
- Analyse clients’ financial situations to determine appropriate mortgage options
- Utilise the training and support provided by Concept Financial Services and The Openwork Partnership
- Manage client records and ensure ongoing compliance with all applicable and current regulatory requirements
- Promote your services through networking and marketing, to grow your client base
What you'll need to succeed:
- Experience of Equity Release advising desired but not essential
- Strong track record of sales and building strong client relationships
- Self-motivated with excellent communication skills
- Ambitious with entrepreneurial drive to develop your business network and client portfolio
- Good knowledge of industry regulations and compliance standards
Why us?
Concept 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. 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 & Protection Adviser employer: Concept Financial Services
Concept Financial Services is an excellent employer for Mortgage & Protection Advisers, offering a supportive and collaborative culture that empowers you to thrive in a self-employed role. With generous commission structures, remote work flexibility across the UK, and access to extensive training through The Openwork Partnership, you'll have the resources to develop your expertise and grow your client base while making a meaningful impact in clients' lives. Join a forward-thinking company that prioritises employee growth and community involvement through initiatives like The Openwork Foundation.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage & Protection Adviser
✨Network Like a Pro
Get out there and start networking! Attend industry events, join online forums, and connect with other professionals. The more people you know, the more opportunities will come your way.
✨Showcase Your Expertise
Create a personal brand that highlights your skills and experience. Use social media to share insights about mortgages and protection advice. This will help you stand out and attract potential clients.
✨Leverage Our Support
Don’t forget, we’re here to help you succeed! Take advantage of the training and resources we offer at Concept Financial Services. It’s all about building your confidence and expertise.
✨Follow Up Like a Champ
After meeting potential clients or contacts, make sure to follow up! A simple message can keep you top of mind and show that you’re genuinely interested in helping them with their needs.
We think you need these skills to ace Mortgage & Protection Adviser
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects your experience as a Mortgage & Protection Adviser. Highlight your achievements, especially in client relationships and sales, to show us you're the right fit for this self-employed role.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about helping clients and how your skills align with our collaborative culture. We want to see your personality come through!
Showcase Your Entrepreneurial Spirit:Since this is a self-employed position, we’re keen to see your entrepreneurial drive. Share examples of how you've successfully generated leads or built your client base in the past. We love a go-getter!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at Concept Financial Services
✨Know Your Stuff
Make sure you brush up on your knowledge of mortgages, protection, and equity release. Be ready to discuss specific cases you've handled and how you tailored your advice to meet clients' needs. This shows you're not just knowledgeable but also experienced in dealing with complex situations.
✨Showcase Your Client Relationships
Prepare examples of how you've built and maintained strong client relationships in the past. Highlight your communication skills and any strategies you've used to self-generate leads. This will demonstrate your ability to thrive in a self-employed role and grow your client base.
✨Emphasise Your Entrepreneurial Spirit
Since this is a self-employed position, it's crucial to convey your ambition and drive. Share your vision for developing your business and how you plan to leverage the support from Concept Financial Services to achieve your goals. This will show that you're proactive and ready to take charge of your career.
✨Understand the Company Culture
Familiarise yourself with Concept Financial Services and The Openwork Partnership's values and culture. Be prepared to discuss how you align with their collaborative approach and commitment to client-focused advice. This will help you stand out as a candidate who fits well within their team.
