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- Tasks: Provide tailored mortgage and protection advice to clients, ensuring excellent service.
- Company: Join Home Group Financial, part of The Openwork Partnership, a leading financial advice network.
- Benefits: Be your own boss, set your hours, and enjoy competitive commission splits.
- Why this job: Build your own business with support and mentorship while making a real impact.
- Qualifications: CEMAP qualified, with a drive to self-generate clients and maintain high standards.
- Other info: Access to a Business School and opportunities to give back through community initiatives.
The predicted salary is between 36000 - 60000 £ per year.
Home Group Financial provides Financial Advice Services covering Wealth Management, including Pensions, Investments, Retirement Planning, Mortgages, and Protection. Supporting individuals and businesses with holistic Wealth Advice under one practice. With a focus on delivering positive customer outcomes for personal and corporate clients through outstanding personal service and a tailored, friendly approach.
This is a full-time self-employed remote role as a Mortgage & Protection Advisor (Partner). As a Partner you have the autonomy to build your own business and a client base with the support of an existing brand and leads provided, as well as receiving business support to achieve your earning and lifestyle goals.
The benefits of being a Mortgage Advisor:
- Company leads provided.
- Be your own boss and set your own working hours and location.
- Be part of a digital first business.
- CRM system, templates & gated-processes to ensure you hit the ground running with a process 'that works!'.
- Guidance & Support with obtaining introducers in your local area to support building your own client-base and introducers.
- 121 Mentorship from Our Founder to help develop your knowledge on complex cases, bridging, commercial and development finance.
- Competitive commission splits on self-generated and company-generated clients.
- Progression Pathway to earn more % of your self-generated business.
- Potential Road-Map to Wealth Adviser via The Openwork Partnership.
Your responsibilities as a Mortgage Advisor will include:
- Providing mortgage and protection advice to clients and tailoring financial products to meet their needs.
- Conducting client consultations, performing research and making formal Mortgage & Protection recommendations to clients.
- Delighting clients throughout the process to ensure they come back for a remortgage and recommend you.
What will you need to succeed as a Mortgage Advisor?
- CEMAP Qualified.
- Ideally CAS or working towards CAS.
- Willingness to self-generate a proportion of your own customers.
- High level of business quality and compliance standards.
Home Group Financial is 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 in London employer: Home Group Financial
Contact Detail:
Home Group Financial Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Advisor in London
✨Tip Number 1
Network like a pro! Reach out to your connections 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
Don’t just apply, engage! When you find a job that excites you, send a direct message to the hiring manager. Show your enthusiasm and ask any questions you might have about the role or the company.
✨Tip Number 3
Leverage social media! Use platforms like LinkedIn to showcase your expertise in mortgages and protection advice. Share relevant content and connect with industry professionals to boost your visibility.
✨Tip Number 4
Apply through our website! We’ve got all the resources you need to make your application stand out. Plus, it shows you’re serious about joining our team at Home Group Financial.
We think you need these skills to ace Mortgage Advisor in London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Mortgage Advisor role. Highlight your CEMAP qualification and any relevant experience in financial advice, as this will show us you're a great fit for the position.
Showcase Your Client Focus: We love candidates who can demonstrate a strong commitment to client satisfaction. Share examples of how you've delighted clients in the past, as this aligns perfectly with our goal of delivering outstanding personal service.
Be Clear About Your Autonomy: Since this role allows you to be your own boss, let us know how you plan to self-generate clients. We want to see your entrepreneurial spirit and how you intend to build your own business within our framework.
Apply Through Our Website: Don't forget to submit your application through our website! This ensures we receive all your details correctly and helps us get back to you faster. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Home Group Financial
✨Know Your Stuff
Make sure you brush up on your mortgage and protection knowledge. Understand the latest trends, products, and regulations in the financial advice sector. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Client-Centric Approach
Since the role focuses on delivering positive customer outcomes, be prepared to discuss how you've previously delighted clients. Share specific examples of how you've tailored financial products to meet their needs and how you maintain relationships for repeat business.
✨Demonstrate Self-Motivation
As a self-employed Mortgage Advisor, you'll need to show that you can generate your own leads. Talk about any past experiences where you've successfully built a client base or network. Highlight your strategies for self-generation and how you plan to grow your business.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask during the interview. This could be about the support provided for self-generating clients or the mentorship opportunities available. It shows you're engaged and serious about making a meaningful contribution to the team.
