Mortgage Advisor

Mortgage Advisor

Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Provide expert mortgage advice and manage applications to help clients achieve their financial dreams.
  • Company: Join Cooper & Parks Financial Services, a leading firm in financial advice with a supportive culture.
  • Benefits: Enjoy an 80% commission split, flexible remote work, and continuous professional development.
  • Why this job: Kickstart your career with autonomy, no micromanagement, and the chance to build your own business.
  • Qualifications: CeMAP or CII Certificate in Mortgage Advice is essential; no experience needed.
  • Other info: Be part of a collaborative team with nationwide opportunities and a commitment to community support.

The predicted salary is between 36000 - 60000 £ per year.

About the Role

Founded in 2000, Cooper & Parks Financial Services are a reputable firm of highly qualified advisers specialising in Mortgages, Protection, and a wide range of Financial Planning including Pensions and Investments. With an unwavering commitment to service standards and client satisfaction, their mission is to exceed clients’ expectations and help them to realise their financial dreams.

Role overview

It doesn’t matter if you are an inexperienced adviser or a polished professional adviser, you will have the freedom to build your own business and kick start your career as a Mortgage advisor and take control of your future. With flexible, remote working, full autonomy over your diary and no micromanagement or targets, you can concentrate on delivering exceptional advice and benefiting from in house supervision, support, training and a high 80% commission split as standard!

Benefits

  • Competitive self-employed commission only split, offering an attractive commission split of 80%.
  • No micromanagement: They trust their advisers and provide a supportive environment without constant oversight.
  • Nationwide opportunities with the flexibility to work remotely.
  • Full autonomy over your diary.
  • In-House training and compliance support: Benefit from continuous professional development and robust compliance support.
  • Defined pathway to competency.
  • Supportive team that values collaboration and regularly hosts in-person events to share best practises, receive updates from lenders and providers and engage with peers.
  • Flexible client meetings: They understand the importance of flexibility. Meet your clients virtually, by phone, or in person at a time and place that suits them.
  • Referral opportunities: Ability to earn by referring enquiries such as pensions & investments, equity release and commercial mortgages to colleagues and partners.

Responsibilities

  • Provide advice and recommendation on Mortgage and Protection products.
  • Manage applications through to completion.
  • Build and develop your business to achieve your goals.
  • Complete continued professional development to ensure you stay up to date on industry regulation and products.

What you will need to succeed

  • Essential to have the CeMAP or CII Certificate in Mortgage Advice qualification.
  • No Experience necessary.
  • Strong communication skills and a desire to succeed.
  • Ability to work independently and as part of a team.

Cooper & Parks Financial Services Limited is an appointed representative of The Openwork Partnership, we are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including our ownership structure – at The Openwork Partnership we are owned by our appointed representative firms, Bain Capital and our employees so is somewhat of a democracy. We boast a broad proposition with deep ties to providers, and being one of the largest advice networks in the UK, we have some serious resources at our disposal, and put the development of our colleagues, advisers and firm support staff first, with our very own Business School. Here at The Openwork Partnership we all come together through the Openwork Foundation – who have donated over £22m to UK registered charities since it was founded.

Mortgage Advisor employer: Cooper & Parks Financial Services Ltd

Cooper & Parks Financial Services is an exceptional employer that empowers Mortgage Advisors with the freedom to build their own business while enjoying a supportive and flexible work environment. With an attractive 80% commission split, no micromanagement, and comprehensive in-house training, employees can thrive both professionally and personally. The company's commitment to collaboration and continuous development, alongside its strong ties to a leading financial advice network, makes it an ideal place for those seeking meaningful and rewarding careers in the financial sector.
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Contact Detail:

Cooper & Parks Financial Services Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage Advisor

✨Tip Number 1

Network like a pro! Reach out to your contacts and let them know you're on the hunt for a Mortgage Advisor role. You never know who might have a lead or can introduce you to someone in the industry.

✨Tip Number 2

Get social! Use platforms like LinkedIn to showcase your skills and connect with potential employers. Share relevant content, engage with industry discussions, and don’t be shy about reaching out to recruiters directly.

✨Tip Number 3

Prepare for interviews by practising common questions and scenarios specific to mortgage advising. Show off your communication skills and knowledge of the industry – it’ll set you apart from the competition!

✨Tip Number 4

Don’t forget to apply through our website! We’ve got loads of resources to help you land that Mortgage Advisor gig, plus you’ll be part of a supportive team that values collaboration and growth.

We think you need these skills to ace Mortgage Advisor

CeMAP or CII Certificate in Mortgage Advice
Strong Communication Skills
Ability to Work Independently
Team Collaboration
Client Relationship Management
Financial Product Knowledge
Time Management
Problem-Solving Skills
Adaptability
Continuous Professional Development
Sales Skills
Networking Skills
Flexibility in Client Meetings

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Mortgage Advisor role. Highlight any relevant qualifications, like your CeMAP or CII Certificate, and showcase your communication skills and ability to work independently.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for helping clients achieve their financial dreams. Mention why you’re excited about the opportunity at Cooper & Parks and how you can contribute to their mission.

Showcase Your Flexibility: Since this role offers flexible working, emphasise your adaptability in managing client meetings and your ability to work remotely. Share examples of how you've successfully managed your time and responsibilities in previous roles.

Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way to ensure your application gets the attention it deserves, and we can’t wait to see what you bring to the table!

How to prepare for a job interview at Cooper & Parks Financial Services Ltd

✨Know Your Stuff

Make sure you brush up on your knowledge of mortgage products and the financial services industry. Familiarise yourself with the latest trends and regulations, as this will show your potential employer that you're serious about the role and ready to provide exceptional advice.

✨Showcase Your Communication Skills

As a Mortgage Advisor, strong communication is key. Practice articulating your thoughts clearly and confidently. You might even want to prepare a few scenarios where you've successfully communicated complex information in an easy-to-understand way.

✨Demonstrate Independence and Initiative

Since the role offers autonomy over your diary and client meetings, be prepared to discuss how you manage your time effectively. Share examples of how you've taken initiative in previous roles or projects, highlighting your ability to work independently while still being a team player.

✨Ask Insightful Questions

Prepare some thoughtful questions about the company culture, training opportunities, and how they support their advisers. This not only shows your interest in the role but also helps you gauge if the company aligns with your career goals and values.

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