At a Glance
- Tasks: Manage mortgage and protection advice, ensuring client needs are met with expert communication.
- Company: Join a dynamic and inclusive team at The Openwork Partnership.
- Benefits: Up to £45,000 salary, bonus scheme, 27 days holiday, and flexible benefits.
- Other info: Hybrid role with opportunities for personal and professional growth.
- Why this job: Make financial advice accessible while developing your career in a supportive environment.
- Qualifications: Experience in mortgage and protection advice, with strong communication skills.
The predicted salary is between 40000 - 45000 £ per year.
As a Mortgage and Protection Adviser, your role is to proactively own and manage high quality mortgage, protection and GI advice following the Openwork Sales Process guidelines. This is a permanent, hybrid role, based in our Swindon office, with the requirement to be in the office 3 days a week. Join our mission to make financial advice accessible to everyone.
The benefits:
- Salary - up to £45,000
- Bonus scheme - on target bonus - 10%
- Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
- Critical illness cover
- Income protection - 1x salary
- Death in service - 4x salary
- 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
- A range of other flexible benefits to include private medical insurance, dental insurance and much more.
Key Responsibilities:
- Managing communications with clients, advisers and 3rd party contacts.
- Demonstrating an excellent and comprehensive up to date knowledge of existing Openwork Mortgage, Protection & GI product suite.
- Identifying customer needs and provide accurate and compliant advice relevant to customer’s individual situation through professional and confident communication.
- Pro-actively follow up pipeline cases proactively and timely to establish a case resolution.
- Ensuring that all cases follow the Openwork’s T&C Framework.
- Be responsible for the end to end advice process.
What will you need to succeed?
- Desirable | CEMAP or equivalent
- Desirable | 2 years+ experience on Mortgage Advice
- Desirable | 1 years+ experience in Protection Advice
- Desirable | GI sales experience
- A clear communicator who can engage clients over the phone
- Proven track record as a Mortgage Adviser, exceeding quality and income targets
- Exceptional telephone sales skills
- Ability to work to predetermined deadlines in a fast paced, target driven environment
- Self-motivated with ability to work within a team
- A result orientated individual with drive, determination and a great deal of integrity
Why us?
We're a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential. We’re also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022. The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleague’s individual differences and identities – just like our financial advice, for us, it’s personal. We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier. At Openwork, we have a strong ethic of care for each other where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.
Mortgage and Protection Adviser in Swindon employer: Openwork
Openwork is an exceptional employer that prioritises the success and growth of its self-employed Protection Advisers. With a strong emphasis on a supportive culture, comprehensive resources, and opportunities for professional development, you will thrive while working remotely across the UK. Join a dynamic team where building lasting client relationships is at the heart of what we do, and enjoy the flexibility and autonomy that comes with being part of a broad network.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage and Protection Adviser in Swindon
✨Tip Number 1
Network like a pro! Get out there and connect with people in the mortgage and protection industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your pitch! When you get the chance to chat with potential employers or clients, make sure you can confidently explain your experience and what makes you a great fit for the role. Keep it concise but impactful – you want to leave them wanting to know more!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the position. Mention something specific from your conversation to remind them of your great fit for the Mortgage and Protection Adviser role.
✨Tip Number 4
Apply through our website! We love seeing applications come directly from candidates who are excited about joining us. It shows initiative and gives you a better chance of standing out in the crowd. Plus, you’ll get all the latest updates on our roles!
We think you need these skills to ace Mortgage and Protection Adviser in Swindon
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Mortgage and Protection Adviser role. Highlight your relevant experience, especially in mortgage advice and protection, and don’t forget to showcase your communication skills!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about making financial advice accessible and how your background aligns with our mission at StudySmarter.
Showcase Your Achievements:When detailing your experience, focus on specific achievements that demonstrate your ability to exceed targets and provide excellent customer service. Numbers speak volumes, so include any relevant metrics!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get you one step closer to joining our fantastic team!
How to prepare for a job interview at Openwork
✨Know Your Stuff
Make sure you have a solid understanding of the Openwork Mortgage, Protection & GI product suite. Brush up on the latest trends and regulations in the mortgage industry so you can confidently discuss how your knowledge aligns with the role.
✨Showcase Your Communication Skills
As a Mortgage and Protection Adviser, you'll need to engage clients effectively. Practice articulating your thoughts clearly and confidently, especially over the phone. Consider doing mock interviews with friends or family to refine your communication style.
✨Demonstrate Proactivity
Highlight your ability to manage pipeline cases proactively. Prepare examples from your past experience where you followed up on leads or resolved client issues efficiently. This will show that you're results-oriented and can handle the end-to-end advice process.
✨Emphasise Teamwork and Integrity
The role requires working within a team while maintaining high ethical standards. Be ready to share instances where you've collaborated successfully with colleagues or navigated challenging situations with integrity. This will resonate well with the company’s values.
