At a Glance
- Tasks: Provide tailored mortgage advice and manage client relationships remotely.
- Company: A supportive firm focused on quality advice and client satisfaction.
- Benefits: Self-employed role with competitive commission structure and lead generation support.
- Other info: Opportunity for mentorship and growth into wealth advice.
- Why this job: Build your own client base and develop a long-term career in finance.
- Qualifications: Must have two years' mortgage advice experience and be CeMAP-qualified.
The predicted salary is between 31500 - 38500 £ per year.
This is an self employed opportunity.
Find out more about the daily tasks, overall responsibilities, and required experience for this opportunity by scrolling down now.
A fully remote position with preference of being close to the South West / M5 Corridor but not essential.
What's in it for you?
- Self-employed position
Starting commission structure
- 50/50 on introduced business
- 75/25 on self-generated business
- Existing client-bank opportunities, including product transfer. Numbers to be agreed depending on experience, potentially up to 15 a month
- Regular referral-led enquiries
- Investment in additional lead generation, subject to testing and quality
- •Opportunity to build a book of business that subject to certain conditions, you can call your own over time
- Clear development path into wealth advice, with mentoring and support from an experienced team, if desired
This is an opportunity to take ownership of a growing mortgage client base, work with warm introductions and existing clients, and build a long-term career within a business that values quality advice over sales pressure.
The role
You'll handle a varied mix of mortgage and protection work, including product transfers, first-time buyers, second charges and portfolio cases.
You'll gradually take on mortgage clients from the existing book while also developing your own business.
There is scope to develop into wealth advice over time, and for the right person, this could form part of a longer-term succession plan.
- 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. xgikmsk
- Promote your services through networking and marketing, to grow your client base
What will you need to succeed?
- At least two years' mortgage advice experience
- Ce MAP-qualified and able to operate competently with minimal supervision
- Bank or whole-of-market background considered
- Strong compliance standards and a client-first approach
Mortgage Advisor in Okehampton 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 Advisor in Okehampton
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We think you need these skills to ace Mortgage Advisor in Okehampton
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