At a Glance
- Tasks: Provide expert mortgage advice and grow your client base with dedicated support.
- Company: Join a well-established firm that prioritises adviser success and autonomy.
- Benefits: Enjoy an 80% commission split, flexible working, and professional development opportunities.
- Other info: Fully remote role with access to training, marketing support, and career progression.
- Why this job: Make a real impact in people's lives while building your own successful business.
- Qualifications: Must have CeMAP or CII qualification and experience in mortgage advice.
The predicted salary is between 30000 - 40000 £ per year.
Looking for more than just another Mortgage Advisor role?
We are recruiting for a well-established and successful firm who offer their advisers the support, autonomy and 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 thrive.
About the Firm
Pia Financial Solutions understand the importance of supporting their advisers to allow them to run their own successful businesses and achieve their goals. As a well-established and highly regarded firm, they 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 clients’ 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 with no 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.
- Passion for customer service.
Pia Financial Services 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 so is somewhat of a democracy. 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
Remote Mortgage Adviser in Basildon employer: The Openwork Partnership
Openwork is an exceptional employer that fosters a collaborative and innovative work culture, making it an ideal place for Technical Analysts to thrive. With a strong commitment to employee growth, we offer comprehensive benefits including a competitive salary, generous holiday allowance, and opportunities for professional development. Located in Swindon, our hybrid working model allows for flexibility while ensuring you are part of a dynamic team dedicated to delivering high-quality solutions.
StudySmarter Expert Advice🤫
We think this is how you could land Remote Mortgage Adviser in Basildon
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like The Openwork Partnership. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to The Openwork Partnership.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on The Openwork Partnership's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at The Openwork Partnership
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with The Openwork Partnership.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at The Openwork Partnership will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former The Openwork Partnership employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
