At a Glance
- Tasks: Provide expert mortgage advice and build your own client base.
- Company: Join a leading financial advice network with a strong community focus.
- Benefits: Enjoy a competitive commission structure and support to grow your business.
- Other info: Be part of a diverse team with access to extensive resources and training.
- Why this job: Flexible role with opportunities for personal growth and community impact.
- Qualifications: Strong communication skills and a passion for client service.
The predicted salary is between 30000 - 40000 £ per year.
This is a self employed, flexible hybrid role, the firm’s office is in Birmingham.
Responsibilities:
- Providing exceptional service to clients and giving advice across mortgages and protection.
- Managing incoming enquiries.
- Working with existing clients and growing your own client bank.
- Supporting the servicing of a large client bank.
- Assisting with any remortgage needs as well as bringing on new clients.
Qualifications Required Skills:
- Strong communication skills with a client focus.
Pay range and compensation package:
- Competitive commission-based structure with 70% commission split on self-generated leads and 50% where leads are provided.
- No monthly fees.
- Some leads provided to help you build your business.
- 3 months retainer to help get you started.
- Opportunities for growth, including potential business buyout options further down the line.
Equal Opportunity Statement: We are committed to diversity and inclusivity.
About the Company: 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.
Mortgage Advisor in Birmingham employer: The Openwork Partnership
As a Mortgage Advisor with The Openwork Partnership in Birmingham, you will enjoy a flexible and self-employed role that prioritises your growth and success. With a competitive commission structure, access to a wealth of resources, and a commitment to employee development through its Business School, this company fosters a supportive work culture that encourages you to build your own client bank while making a meaningful impact in the community through charitable initiatives.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Advisor in Birmingham
✨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.
✨Direct Outreach is Key
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 for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Mortgage Advisor in Birmingham
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. 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. 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
✨Show Off Your Financial Savvy
When you're talking with The Openwork Partnership, 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.
