The role
You’ll handle a varied mix of mortgage and protection work, including product transfers, first-time buyers, second charges and portfolio cases. You’ll gradually take on mortgage clients from the existing book while also developing your own business.
There is scope to develop into wealth advice over time, and for the right person, this could form part of a longer-term succession plan.
What we’re looking for
- At least two years’ mortgage advice experience
- CeMAP-qualified and able to operate competently with minimal supervision
- Bank or whole-of-market background considered
- Strong compliance standards and a client-first approach
- Comfortable managing a varied caseload and taking responsibility for your own pipeline
- Based in, or willing to work across, the South West/M5 corridor—ideally within around two hours of Exeter
What’s on offer
- Self-employed position
Starting commission structure:
- 50/50 on introduced business
- 75/25 on self-generated business
- Existing client-bank opportunities, including product transfer. Numbers to be agreed depending on experience, potentially up to 15 a month
- Regular referral-led enquiries
- Investment in additional lead generation, subject to testing and quality
- Opportunity to build a book of business that subject to certain conditions, you can call your own over time
- Clear development path into wealth advice, with mentoring and support from an experienced team, if desired
About TD Financial
We’re a small, friendly business that takes pride in doing things properly. We want someone who will fit into the team, look after clients well, and help shape the next phase of the business.
This is not a high-pressure, target-led environment. It is a role for an adviser who wants autonomy, strong support, quality leads, and a genuine long-term opportunity.
OTE: To be agreed, based on experience, lead flow and self-generated business. Likely c.£40k+ year 1
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Mortgage & Protection Adviser in Exeter employer: Openwork Limited
At The Openwork Partnership, we pride ourselves on being a dynamic and inclusive employer that invests in the growth and development of our colleagues. Located in Swindon, we offer a competitive benefits package, including a generous salary, bonus scheme, and flexible working arrangements, all within a supportive culture that values individuality and promotes work-life balance. Join us to be part of a team that is committed to continuous improvement and making a meaningful impact in the investment servicing sector.
