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- Tasks: Provide tailored mortgage and protection advice to clients while building your own business.
- Company: Home Group Financial offers holistic wealth management services with a focus on positive customer outcomes.
- Benefits: Enjoy remote work flexibility, competitive commission splits, and mentorship from industry experts.
- Why this job: Be your own boss, set your hours, and thrive in a supportive, digital-first environment.
- Qualifications: CEMAP qualified; ideally working towards CAS; strong client service skills required.
- Other info: Opportunity for progression to Wealth Adviser and access to company leads.
The predicted salary is between 36000 - 60000 £ per year.
Company Description
Home Group Financial provides Financial Advice Services covering Wealth Management, including Pensions, Investments, Retirement Planning, Mortgages, and Protection. We support individuals and businesses with holistic Wealth Advice under one practice. Our focus is on delivering positive customer outcomes for personal and corporate clients through outstanding personal service and a tailored, friendly approach.
Role Description
This is a full-time self-employed remote role as a Mortgage & Protection Adviser (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 partner will be responsible for providing mortgage and protection advice to clients, and tailoring financial products to meet client needs. The role includes tasks such as conducting client consultations, conducting research and making formal Mortgage & Protection recommendations to clients. You are ‘your own boss’, you set your working hours, location and we provide a structured environment to help you thrive and succeed.
What support will you have?
- Guidance & Support with obtaining introducers in your local area to support building your own client-base and introducers
- Company leads provided
- CRM system, templates & gated-processes to ensure you hit the ground running with a process ‘that works!’
- 121 Mentorship from Our Founder to help develop your knowledge on complex cases, bridging, commercial and development finance
- Progression Pathway to earn more % of your self-generated business
- Potential Road-Map to Wealth Adviser via The Openwork Partnership
- Competitive commission splits on self-generated and company-generated clients
We are an appointed representative of The Openwork Partnership and you'll be required to complete a training development course prior to commencing advice at Home Group Financial where you’ll be working with clients predominantly over the telephone or in some cases video-call should the client request. You’ll be working within our CRM system that manages the process from enquiry, sourcing and recommendation, we are a digital first business.
Core Requirements & Expectations
- CEMAP Qualified
- Ideally CAS or working towards CAS
- Willingness to self-generate a proportion of your own customers
- Providing exceptional advice to all clients from enquiry > recommendation > completion
- Delighting clients throughout the process to ensure they come back for a remortgage and recommend you
- Advise and recommend protection alongside the mortgage recommendation
- High level of business quality and compliance standards
Mortgage & Protection Adviser (Partner) employer: JR United Kingdom
Contact Detail:
JR United Kingdom Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage & Protection Adviser (Partner)
✨Tip Number 1
Network actively within your local community and online platforms to build relationships with potential introducers. Attend local events or join relevant groups where you can meet people who may need mortgage and protection advice.
✨Tip Number 2
Familiarise yourself with the latest trends in the mortgage and protection market. This knowledge will not only boost your confidence but also help you provide tailored advice that meets the specific needs of your clients.
✨Tip Number 3
Utilise social media to showcase your expertise and connect with potential clients. Share informative content related to mortgages and protection, which can position you as a trusted adviser in your field.
✨Tip Number 4
Take advantage of the mentorship offered by the company. Engaging with experienced professionals can provide you with valuable insights and strategies to effectively manage complex cases and enhance your service delivery.
We think you need these skills to ace Mortgage & Protection Adviser (Partner)
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Mortgage & Protection Adviser. Familiarise yourself with the key tasks such as client consultations and making tailored recommendations.
Tailor Your CV: Highlight relevant experience in financial advice, particularly in mortgages and protection. Emphasise any qualifications like CEMAP or CAS, and showcase your ability to provide exceptional customer service.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for helping clients achieve their financial goals. Mention your self-motivation and how you plan to build a client base, as this role requires entrepreneurial spirit.
Showcase Your Compliance Knowledge: Since high levels of business quality and compliance standards are crucial, include examples of how you've adhered to regulations in previous roles. This will demonstrate your commitment to maintaining industry standards.
How to prepare for a job interview at JR United Kingdom
✨Know Your Stuff
Make sure you have a solid understanding of mortgage and protection products. Brush up on the latest trends and regulations in the financial services sector, as well as the specific offerings of the company. This will show your potential employer that you're serious about the role.
✨Demonstrate Your Client-Centric Approach
Since the role involves providing tailored advice, be prepared to discuss how you would approach client consultations. Share examples of how you've delighted clients in the past and how you plan to build strong relationships with them.
✨Showcase Your Self-Generation Skills
As a self-employed adviser, you'll need to demonstrate your ability to generate your own leads. Be ready to talk about your strategies for building a client base and how you plan to leverage the support provided by the company.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's culture, support systems, and expectations for the role. This not only shows your interest but also helps you gauge if the company is the right fit for you.
