At a Glance
- Tasks: Shape and develop a mortgage proposition within a thriving wealth business.
- Company: Established wealth business with a focus on growth and innovation.
- Benefits: Leads provided, competitive salary, and potential for high earnings.
- Other info: Opportunity for long-term involvement and career development.
- Why this job: Join a dynamic team and influence the future of the mortgage sector.
- Qualifications: Experience in mortgage advising and a self-motivated mindset.
The predicted salary is between 45000 - 60000 £ per year.
Build and help shape a mortgage proposition within an established wealth business. We're looking for a Northwest-based Self-Employed Mortgage Adviser to join a growing business with an existing client bank, purchased lead flow, and long-term opportunity to help build out the mortgage side of the firm.
What's in it for you?
- Leads provided
- Around two leads per month from the internal client bank
- Ongoing purchased leads via Unbiased, anything up to 15 per day, with quality-focused, AIP-ready / offer accepted opportunities
- 50/50 split on lead provided business across initial fees, proc fees and protection
- 75/25 split on self generated business
- 25% introducer fee on pension/investment referrals into the wealth side of the business
- No monthly fees
- Scope to influence the proposition, including how the mortgage side develops over time
This role would suit someone who is commercially minded, self motivated and keen to build something over the long term. There is no admin support in place for this role, however for the right person, there is potential for this to become more than just an adviser role. The business is looking for someone who can help build the mortgage function over time, with the possibility of deeper long-term involvement.
What will you need to succeed?
- Experienced mortgage advisers, ideally already operating in a self employed environment
- Based in the North West
- Comfortable handling the full advice process, including submitting business, processing, system work, client satisfaction
Also of interest:
- Advisers with at least one year of active business submission experience
- Strong mortgage administrators/case handlers with substantial hands‐on experience who are ready to step into advice
Base salary £27,500 with OTE of £45,000‐£60,000
Mortgage Adviser in Ham employer: Openwork Limited
Join a dynamic and forward-thinking wealth business as a Self-Employed Mortgage Adviser in the North West, where you will have the unique opportunity to shape and influence the mortgage proposition. With a strong focus on quality leads, competitive commission splits, and the potential for long-term growth, this role offers a supportive environment for self-motivated individuals looking to build a rewarding career. Enjoy the freedom of self-employment while being part of a collaborative team that values innovation and client satisfaction.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Adviser in Ham
✨Show Off Your Expertise Online
In the banking and financial services world, sharing your insights on platforms like LinkedIn can really set you apart. Write articles about market trends or finance tips, and engage in discussions in relevant groups. This not only boosts your visibility but also highlights your knowledge to potential clients.
✨Join Freelance Platforms and Networking Events
Freelancing in finance can be competitive, so make sure you're on platforms like Upwork or Fiverr, specifically targeting finance gigs. Also, look for finance networking events or webinars to connect with small businesses that might need your services. Meeting people face-to-face (or online) can score you those elusive freelance contracts.
✨Build a Stunning Portfolio
Since you're going freelance, having a solid portfolio is a must. Showcase your previous work, such as reports or analyses, and consider using case studies to highlight your approach. The more you can demonstrate your skills, the easier it is for clients to trust you with their finances.
✨Direct Outreach is Key
For freelance gigs, don't wait for opportunities to come to you. Identify companies or startups that align with your skills and reach out directly. A personalised message introducing yourself and proposing how you could add value can go a long way. Plus, keep an eye on Openwork Limited for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Mortgage Adviser in Ham
Some tips for your application 🫡
Showcase Your Financial Savvy:When applying for a freelance role in banking and financial services, we need to see your expertise front and centre! Mention specific financial regulations or tools you've mastered, and feel free to include your relevant qualifications, like CFA or ACCA, to bolster your credibility.
Build a Stellar Portfolio:Since this is a freelance gig, your portfolio is your ticket to impressing us at Openwork Limited. Include examples of past projects you've completed—think financial analyses, investment reports, or forecasting models. Be sure to highlight the results you achieved!
Tailor Your Rates and Availability:We want to see that you're flexible and can align with our needs. Clearly outline your freelance rates, availability for projects, and whether you're open to long-term collaborations or just ad-hoc gigs. This makes it easier for us to understand how we can work together!
Craft a Compelling Cover Letter:In your cover letter, express not just your skills, but also why you're excited about joining Openwork Limited. Share your passion for financial services and how you plan to tackle challenges in this sector. This is your chance to connect on a personal level—make it count!
How to prepare for a job interview at Openwork Limited
✨Show Off Your Financial Savvy
When you're talking with Openwork Limited, make sure to highlight your experience with financial modelling, risk assessment, or portfolio management. Freelance work often requires a good level of financial literacy, so prepare to discuss any relevant tools you've used, whether it's Excel or specific financial software.
✨Bring Your Portfolio to Life
A freelance role means you’ll want to showcase your previous work effectively. Put together a portfolio that not only highlights your projects but also demonstrates the outcomes - think case studies or success stories that showcase how your financial skills made a difference for past clients.
✨Know Your Regulations and Compliance
In the banking and financial services world, understanding compliance and regulations is crucial. Make sure you’re up to date with the latest standards as they relate to your expertise. Be prepared for specific questions about how you've navigated these in past roles or how you'd approach potential compliance challenges.
✨Be Ready to Discuss Your Rates and Availability
As a freelancer, the topic of rates and availability can come up early on. Be clear about what you offer and how you charge. It might also help to have a few examples in mind where your expertise saved someone money or improved efficiency to justify your rates to Openwork Limited.
