At a Glance
- Tasks: Provide tailored mortgage and protection advice to clients with complex needs.
- Company: Join a growing, forward-thinking company with a collaborative culture.
- Benefits: Generous commission structure, remote work, and access to comprehensive support.
- Other info: Be part of a larger network with excellent career development opportunities.
- Why this job: Become self-employed with guidance and support to grow your business.
- Qualifications: Experience in mortgages or protection advising; strong sales and communication skills.
The predicted salary is between 45000 - 60000 € per year.
This is a self-employed role, based remotely.
What's in it for you?
- Support from the team and opportunity to develop
- Joining a growing, forward-thinking company known for its collaborative culture
- Generous commission structure
- Remote work available from anywhere in the UK
Are you qualified as a Mortgage & Protection or Equity Release adviser driven to provide tailored support to clients with complex cases and sophisticated profiles? Are you looking for the support and guidance to help you become successfully self-employed? Are you an experienced adviser with a proven ability to self-generate leads, seeking a new home for your client bank where you can further develop your business?
Concept Financial Services are expanding, seeking experienced Mortgage & Protection or Equity Release Advisers who are dedicated to delivering exceptional, holistic advice and building lasting client relationships. Operating on a self-employed basis, you will join Concept Financial Services, gaining access to comprehensive support and the opportunity to develop your expertise alongside a team with decades of combined experience. If you're experienced in Mortgages, Protection or Equity Release and passionate about helping people, then we'd love to hear from you.
Responsibilities of the role:
- 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 Concept Financial Services and The Openwork Partnership
- 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?
- Experience of Equity Release advising desired but not essential
- 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?
Concept Financial 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.
Base salary £27,500 with OTE of £45,000-£60,000.
Mortgage & Protection Adviser in Norton Canes employer: Partnership-Recruitment
Concept Financial Services is an exceptional employer for Mortgage & Protection Advisers, offering a supportive and collaborative culture that empowers you to thrive in a self-employed role. With generous commission structures, remote work flexibility across the UK, and access to extensive training through The Openwork Partnership, you'll have the resources to develop your expertise and grow your client base while making a meaningful impact in clients' lives. Join a forward-thinking company that prioritises employee growth and community involvement, making it a rewarding place to build your career.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage & Protection Adviser in Norton Canes
✨Tip Number 1
Network like a pro! Get out there and connect with other professionals in the mortgage and protection field. Attend industry events, join online forums, and don’t be shy about reaching out to potential clients or colleagues on LinkedIn.
✨Tip Number 2
Showcase your expertise! Create content that highlights your knowledge in mortgages and protection. Whether it’s blog posts, videos, or social media updates, let people see you as the go-to adviser for their needs.
✨Tip Number 3
Leverage our support! Remember, at StudySmarter, we’re here to help you succeed. Use the resources and training available to you through Concept Financial Services to sharpen your skills and boost your confidence.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, you’ll find all the info you need about the role and how we can support your journey to becoming a successful self-employed adviser.
We think you need these skills to ace Mortgage & Protection Adviser in Norton Canes
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects your experience as a Mortgage & Protection Adviser. Highlight your achievements, especially in client relationships and sales, to show us you’re the right fit for this self-employed role.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Tell us why you’re passionate about helping clients with complex cases and how you plan to grow your business. Keep it personal and engaging!
Showcase Your Skills:We want to see your communication skills in action! Use clear and concise language throughout your application. Mention any relevant qualifications and your understanding of industry regulations to impress us.
Apply Through Our Website:Don’t forget to apply through our website! It’s the easiest way for us to receive your application and ensures you’re considered for this exciting opportunity with Concept Financial Services.
How to prepare for a job interview at Partnership-Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of mortgages, protection, and equity release. Familiarise yourself with the latest industry regulations and compliance standards. This will not only help you answer questions confidently but also show that you're serious about the role.
✨Showcase Your Experience
Prepare to discuss your previous experience in building client relationships and generating leads. Have specific examples ready that highlight your success in these areas. This is your chance to demonstrate how your background aligns with what the company is looking for.
✨Emphasise Your Self-Motivation
Since this is a self-employed role, it's crucial to convey your self-motivation and entrepreneurial spirit. Share stories that illustrate how you've taken initiative in past roles and how you plan to grow your client base independently.
✨Ask Thoughtful Questions
Prepare some insightful questions to ask during the interview. This could be about the support provided by the team or opportunities for professional development. It shows that you're genuinely interested in the role and eager to learn more about how you can contribute.
