At a Glance
- Tasks: Help clients with mortgage and protection advice while building your own client base.
- Company: Join Pia Financial Solutions, a respected firm dedicated to supporting its advisers.
- Benefits: Enjoy 80% commission splits, flexible working, and optional admin support.
- Why this job: Be part of a forward-thinking culture that values autonomy and personal growth.
- Qualifications: Must have CeMAP or CII Certificate and 12 months experience in mortgage advice.
- Other info: Opportunity for career progression and involvement in community initiatives.
The predicted salary is between 36000 - 60000 ÂŁ per year.
Partnership Recruitment Manager – Recruiting quality individuals into The Openwork Partnership network
Looking for more than just another Mortgage Advisor role? Pia is recruiting experienced advisers who value support, autonomy and seeing the recognition they deserve. Whether you are looking for generous commission splits, your own trading style, require admin support or to be part of a forward‑thinking, adviser‑first culture we will help you to thrive.
About the Firm
At Pia Financial Solutions we understand the importance of supporting our advisers to run their own successful businesses and achieve their goals. As a well‑established and highly regarded firm, we have the expertise and support to help you flourish.
About the Role
As a Mortgage Advisor, you will be part of a nationwide network of mortgage specialists who put people first. Offering advice on almost every aspect of a client’s financial needs: from Protection and Insurance, to Mortgages and full Financial Planning. With a dedicated team of professionals supporting you, you can focus on outstanding customer service, excellent advice and building your client base.
The benefits for a Mortgage Advisor:
- 80% commission split as standard.
- Flexibility of a self‑employed contract allowing for greater earning potential.
- Rapid and reliable commission payments.
- Autonomy over your diary.
- No targets or micromanagement.
- Your own dedicated web page and a professional email address.
- Ability to build your own trading style, helping you to stand out in the market.
- Fully remote.
- Optional admin support.
- In‑house supervision team for training and development on all aspects including business support and generation including business workshops.
- Access to pre‑approved marketing material.
- Regular national and regional events.
- Additional earning potential through referrals for wills, commercial lending, secured loans and conveyancing.
- Potential for career progression into full financial advice including ability to obtain further qualifications.
Your responsibilities as a Mortgage Advisor will include:
- Providing advice and recommendation across mortgage and protection products.
- Growing your reach and generating enquiries.
- Staying up to date with industry knowledge.
What will you need to succeed as a Mortgage Advisor:
- CeMAP or CII Certificate in Mortgage Advice qualified is a must.
- 12 months experience of providing advice on Mortgage and Protection products preferable.
Pia Financial Services is part of The Openwork Partnership, one of the UK’s largest and longest established financial advice networks. Being part of something bigger gives benefits such as an ownership structure – The Openwork Partnership is owned by its firms, Bain Capital and its employees, creating a democratic environment. It offers a broad proposition with deep ties to providers and serious resources at its disposal. The Partnership focuses on the development of its colleagues, advisers and support staff through its own Business School. The Openwork Foundation has donated over £22m to UK registered charities and provides a great opportunity for everyone to get involved and give back to the community it serves.
Seniority level
- Associate
Employment type
- Full‑time
Job function
- Sales, Business Development, and Other
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Mortgage Advisor employer: Pia Financial Solutions
Contact Detail:
Pia Financial Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Advisor
✨Tip Number 1
Network with current Mortgage Advisors within the Openwork Partnership. Reach out on LinkedIn or attend industry events to gain insights about their experiences and the culture at Pia Financial Solutions.
✨Tip Number 2
Familiarise yourself with the latest mortgage products and market trends. This will not only boost your confidence but also demonstrate your commitment to staying informed during any discussions with potential employers.
✨Tip Number 3
Prepare to discuss your unique trading style and how you plan to build your client base. Highlighting your personal approach can set you apart from other candidates and show that you understand the importance of autonomy in this role.
✨Tip Number 4
Consider obtaining additional qualifications or certifications related to financial advice. This not only enhances your CV but also shows your dedication to professional growth, which is highly valued by firms like Pia Financial Solutions.
We think you need these skills to ace Mortgage Advisor
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of a Mortgage Advisor. Familiarise yourself with the specific qualifications needed, such as the CeMAP or CII Certificate in Mortgage Advice.
Tailor Your CV: Customise your CV to highlight relevant experience in mortgage and protection products. Emphasise any achievements or skills that align with the job description, such as customer service excellence and industry knowledge.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention how your experience aligns with their adviser-first culture and your desire to contribute to their success.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and concise to make a strong impression.
How to prepare for a job interview at Pia Financial Solutions
✨Know Your Products Inside Out
As a Mortgage Advisor, you'll need to demonstrate a solid understanding of mortgage and protection products. Brush up on the latest offerings and be prepared to discuss how they can meet clients' needs.
✨Showcase Your Experience
Highlight your 12 months of experience in providing advice on mortgage and protection products. Be ready to share specific examples of how you've successfully helped clients in the past.
✨Emphasise Your Autonomy
The role offers flexibility and autonomy, so express your enthusiasm for managing your own diary and trading style. Discuss how this independence aligns with your work ethic and client service approach.
✨Prepare Questions About Support and Development
Pia Financial Solutions values adviser support and development. Prepare insightful questions about their training programmes, admin support, and opportunities for career progression to show your interest in growing within the firm.