At a Glance
- Tasks: Provide mortgage and protection advice, manage client relationships, and convert leads into business.
- Company: Join Saunders Financial Management, part of The Openwork Partnership, a leading financial advice network.
- Benefits: Enjoy flexible working, competitive earnings, and ongoing support for your advisory business.
- Other info: Ideal for ambitious advisers seeking growth and flexibility in their careers.
- Why this job: Gain autonomy, build your client bank, and thrive in a supportive environment with warm leads.
- Qualifications: Minimum one year's mortgage advisory experience and strong communication skills required.
The predicted salary is between 45000 - 55000 £ per year.
Saunders Financial Management is a growing mortgage and protection business looking to recruit an experienced Self-Employed Mortgage Adviser to support its continued expansion.
This opportunity is ideal for an adviser who wants the freedom of self-employment while benefiting from a consistent flow of quality leads and an existing client bank.
We're seeking someone with a minimum of one year's advisory experience who is ambitious, driven and motivated to build a successful long-term business.
To be successful in this role, you'll have at least one year's mortgage advisory experience and be confident managing your own client relationships and business pipeline.
What's in it for you?
- Around 6-10 leads per month from with a current lead conversion rate of approximately 70%
- Access to an existing client bank of around 100 clients, providing remortgage and ongoing business opportunities
- 50/50 commission split on company-generated business
- 80/20 commission split on self-generated business
- Earnings from broker fees, protection business and procuration fees
- Flexible self-employed working arrangement
- Work remotely or utilise office space if preferred
- Complete flexibility over your working hours and diary management
- Ongoing compliance and business support through The Openwork Partnership
The ideal candidate will be based in the North West, particularly around the Liverpool area.
However, the role is fully flexible, and remote working is welcomed.
Office space is available for advisers who prefer an office environment.
- Your responsibilities will include
- Provide mortgage and protection advice to new and existing clients
- Convert company-generated leads into completed business
- Build long-term relationships with clients and introducers
- Generate additional business through referrals and networking
- Maximise opportunities within the existing client bank
- Manage cases from initial enquiry through to completion
- Ensure all business is conducted in line with FCA requirements and Consumer Duty
- Contribute to the continued growth and success of the business
What will you need to succeed?
- Minimum 1 year's mortgage advisory experience
- Open to advisers from any mortgage sector background
- Strong communication and relationship-building skills
- Self-motivated with a desire to grow their earnings and client bank
- Ambitious, proactive and commercially minded
- Professional approach to advice, compliance and customer outcomes
- Who This Role Would Suit
This opportunity would suit an experienced mortgage adviser who is looking for a genuine platform to grow their business, increase earnings and benefit from a regular flow of warm leads.
Whether you're already self-employed or considering a move from an employed role, you'll have the flexibility, autonomy and opportunities needed to build a highly successful advisory business.
Why us?
Saunders Financial Management is part of The Openwork Partnership, one of the UK's largest and longest-established financial advice networks.
There are many benefits to being part of something bigger.
The Openwork Partnership is owned by its firms, Bain Capital and its employees.
It offers a broad proposition, strong provider relationships and significant resources to help advisers and firms succeed.
The Partnership places development at the heart of its culture, investing in advisers, colleagues and support staff through its dedicated Business School.
In addition, The Openwork Foundation has donated more than £22 million to UK registered charities since its formation, providing opportunities for firms and advisers to support the communities they serve.
£45,000 - £55,000 basic salary for candidates with the potential to progress into Wealth Advice
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Mortgage Adviser in Grimsby 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 Adviser in Grimsby
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We think you need these skills to ace Mortgage Adviser in Grimsby
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.
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How to prepare for a job interview at Openwork Limited
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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!
