At a Glance
- Tasks: Provide tailored mortgage advice and grow your client base through networking.
- Company: Join Ellmira, part of The Openwork Partnership, a leading financial advice network.
- Benefits: Enjoy commission splits, remote work, and access to a dedicated Business School.
- Other info: Be part of a community-focused organisation with opportunities for personal growth.
- Why this job: Make a real impact in clients' lives while developing your entrepreneurial skills.
- Qualifications: Sales experience, strong communication skills, and a drive to build client relationships.
The predicted salary is between 29700 - 36300 £ per year.
Remote working with commutable distance to the Dartford office
What's in it for you?
- Commission splits
- Opportunities generated from existing client relationships.
- Additional lead purchasing planned to support growth.
- Remote Working with one day per month attendance in Dartford
- Existing administration support in place.
- Access to learning and development opportunities
- Your responsibilities will include
- Provide high-quality, client-focused advice aligned with individual needs and objectives
- Analyse clients’ financial situations to determine appropriate mortgage options
- Utilise the training and support provided by the firm
- Manage client records and ensure ongoing compliance with all applicable and current regulatory requirements.
- Promote your services through networking and marketing, to grow your client base
What will you need to succeed?
- Strong track record of sales and building strong client relationships
- Self motivated with excellent communication skills
- Ambitious with entrepreneurial drive to develop your business network and client portfolio
- Good knowledge of industry regulations and compliance standards
Why us?
Ellmiraare part of The Openwork Partnership, who are one of the UKs 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.
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MCOB Adviser employer: Openwork Ltd
Openwork Ltd is an exceptional employer located in Leeds, offering a dynamic hybrid work environment that fosters professional growth and development. With a comprehensive benefits package and a strong focus on regulatory compliance, employees are empowered through coaching and support, ensuring they thrive in their roles while contributing to a collaborative and inclusive workplace culture.
StudySmarter Expert Advice🤫
We think this is how you could land MCOB Adviser
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Openwork Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace MCOB Adviser
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Openwork Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Openwork Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Openwork Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Openwork Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Openwork Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Openwork Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
