At a Glance
- Tasks: Provide tailored mortgage advice and build long-term client relationships.
- Company: Join Maxwell Mortgage Services, part of The Openwork Partnership.
- Benefits: Enjoy competitive commission, flexible remote work, and unlimited earning potential.
- Other info: Be part of a supportive network focused on growth and community impact.
- Why this job: Gain the freedom to build your own business with established support.
- Qualifications: Experience in mortgage or financial services; strong communication skills required.
The predicted salary is between 45000 - 55000 £ per year.
This is a self-employed role, based remotely with reasonable proximity to the business in Folkestone for occasional meetings.
What's in it for you?
- Competitive self-employed commission structure
- Mortgage commission split starting at 70/30 in your favour
- Retain 100% of all broker fees
- Flexible remote working arrangement
- Opportunity to build and develop your own client bank
- Support from an established mortgage business
- Excellent earning potential with no ceiling on income
Are you an ambitious Mortgage & Protection Adviser looking for the freedom to build your own business while benefiting from the support of an established mortgage brokerage? Maxwell Mortgage Services is expanding and seeking motivated Mortgage & Protection Advisers to join the team. We are open to experienced advisers as well as individuals with strong exposure to the mortgage and financial services industry who are looking to take the next step into advising. This is a self-employed opportunity suited to professionals who can generate their own business, have an existing client bank, or possess a proven route to market. For less experienced candidates, a closer proximity to the Folkestone office would be beneficial to allow for additional support and development.
You’ll have the flexibility to work remotely whilst being part of a professional and supportive business that values long-term growth, client relationships and quality advice.
Responsibilities of the role:
- Provide high-quality mortgage and protection advice tailored to client needs
- Build and maintain long-term client relationships
- Generate new business opportunities through self-sourced activity and referrals
- Manage client cases efficiently from enquiry through to completion
- Handle your own administration and case management
- Work compliantly and in line with regulatory requirements
- Contribute positively to the growth and reputation of Maxwell Mortgage Services
What will you need to succeed?
- Mortgage and/or financial services industry experience
- Advising experience preferred, although candidates with significant industry exposure will also be considered
- Strong communication and relationship-building skills
- Self-motivated and entrepreneurial mindset
- Ability to generate business through networking, referrals or existing relationships
- Commitment to delivering excellent customer outcomes
- Good understanding of mortgage and protection advice requirements
This opportunity is ideal for a driven Mortgage & Protection Adviser who wants the flexibility of self-employment, attractive commission splits and the opportunity to build a successful long-term advisory business. Whether you’re an established adviser with a strong client base or someone with substantial industry experience looking to transition into advising, Maxwell Mortgage Services would love to hear from you.
Why us?
Maxwell Mortgage 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.
£45,000 - £55,000 basic salary for candidates with the potential to progress into Wealth Advice.
Mortgage & Protection Adviser in Folkestone 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.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage & Protection Adviser in Folkestone
✨Tap into Online Freelance Networks
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Join finance-specific groups on LinkedIn or forums like Finance Club. Engage in discussions and share insights to get noticed. This can lead to word-of-mouth recommendations and direct job leads from fellow finance professionals.
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We think you need these skills to ace Mortgage & Protection Adviser in Folkestone
Some tips for your application 🫡
Show off your qualifications:In financial controlling, it's essential to highlight your relevant qualifications. Make sure to include any certifications like ACCA or CIMA in your CV, as they particularly catch the eye of hiring managers in this field. It's all about showcasing your expertise!
Portfolio of projects:As a freelancer, your portfolio is your best friend. Include case studies or summaries of past financial projects you've worked on. Clearly outline the challenges you faced, the solutions you implemented, and the outcomes. This not only showcases your skills but also proves your value to potential clients like Openwork Limited.
Be clear about your rates:When applying for freelance gigs, it's wise to be upfront about your rates in your application. Clearly stating your hourly or project-based fees can save both you and Openwork Limited time down the line. It shows you’re professional and ready to jump into negotiations.
Personalise your application:Don’t just send a generic application to Openwork Limited. Tailor your cover letter to include specific examples of how your skills in financial controlling align with their needs. Mention any software tools you're proficient with, like ERP systems or financial modelling tools, that are relevant to the role.
How to prepare for a job interview at Openwork Limited
✨Showcase Your Analytical Skills
In financial controlling, your ability to analyse data is vital. Make sure we highlight specific examples from your previous work where you've utilised analytical tools like Excel or specific forecasting software. The interviewers at Openwork Limited will want to see your numbers dance!
✨Prepare to Discuss Financial Strategies
Expect questions around how you approach financial strategy development. Have a few examples of successful strategies you've implemented in the past, as these can demonstrate your value to Openwork Limited. We should also think about discussing risk management, as it'll show you're thinking ahead.
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As a freelancer, your portfolio is your calling card! Let’s make sure it’s packed with case studies that showcase your financial projects, perhaps including any forecasting or budgeting you’ve done for diverse clients. Highlighting your versatility will be key to impressing Openwork Limited.
✨Pitch Your Services Confidently
When working as a freelancer, be prepared to discuss not just your experience but also your rates and value proposition. We need to have a clear idea of how your skills will fit into Openwork Limited's needs. Confidence in pitching your worth can go a long way!
