At a Glance
- Tasks: Provide expert mortgage and protection advice while building your own client base.
- Company: Join Thomas Oliver UK LLP, part of a leading financial advice network.
- Benefits: Enjoy an 80% commission split, flexible remote work, and rapid commission payments.
- Other info: Be part of a community-focused company that values development and giving back.
- Why this job: Thrive in a supportive environment with autonomy and opportunities for career progression.
- Qualifications: Must have CeMAP or CII qualification and 12 months experience in mortgage advice.
The predicted salary is between 31500 - 38500 £ per year.
This is a self-employed, fully remote role for an experienced Mortgage & Protection adviser looking for a new home.
What's in it for you:
- 80% commission split on Proc fee
- 75% of broker fees
- 150% on all APE on Protection sales
- Flexibility of a self-employed contract allowing for greater earning potential
- Rapid and reliable commission payments
- Ability to build your own trading style, helping you to stand out in the market
- Fully flexible remote working
- 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 to assist generating leads and clients
- Potential for career progression into full financial advice including ability to obtain further qualifications
What will you need to succeed?
Thomas Oliver UK LLP are looking for 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 be part of a forward-thinking, adviser-first culture they will help you to thrive. If you’re unhappy where you are and wanting a change, Thomas Oliver can help. As an experienced Mortgage advisor, you will be part of a nationwide network of mortgage and protection specialists who put people first. With a dedicated team of professionals supporting you, you can focus on outstanding customer service, excellent advice and building your client base.
To be successful in this role you will need:
- CeMAP or CII Certificate in Mortgage Advice qualified is a must
- 12 months experience of providing advice on Mortgage and Protection products preferable
- Your own client bank or route to market to self-generate leads
- Excellent communication skills both written and verbal
- Excellent organisation skills both written and verbal
- Passion for customer service
To learn and or to apply please click below.
Thomas Oliver UK LLP is 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.
Mortgage Adviser in London employer: THE OPENWORK PARTNERSHIP Careers
T Nixon Associates offers an exceptional opportunity for experienced Paraplanners to thrive in a supportive and professional environment. With flexible working arrangements, a consistent flow of paraplanning work, and the chance to be part of a well-respected wealth management practice, employees can expect to grow their careers while making a meaningful impact on client outcomes. The company's affiliation with The Openwork Partnership further enhances its commitment to employee development and community involvement, making it an attractive employer for those seeking a rewarding career in financial services.
Contact Details:
THE OPENWORK PARTNERSHIP Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Adviser in London
✨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.
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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 THE OPENWORK PARTNERSHIP Careers for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Mortgage Adviser in London
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 THE OPENWORK PARTNERSHIP Careers. 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 THE OPENWORK PARTNERSHIP Careers. 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 THE OPENWORK PARTNERSHIP Careers
✨Show Off Your Financial Savvy
When you're talking with THE OPENWORK PARTNERSHIP Careers, 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 THE OPENWORK PARTNERSHIP Careers.
