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- Tasks: Provide tailored mortgage and protection advice to clients, ensuring their financial wellbeing.
- Company: Join a values-driven firm that prioritises shared success and personal growth.
- Benefits: Earn up to £35,000, enjoy 23 days holiday, and access ongoing coaching.
- Other info: Flexible working options available, including remote and hybrid roles.
- Why this job: Make a real impact on clients' lives while developing your career in a supportive environment.
- Qualifications: Must be a qualified adviser with experience in mortgage and protection advice.
The predicted salary is between 35000 - 35000 £ per year.
As a Mortgage and Protection Adviser with this firm, you will have administration support to allow you to take time to really understand each client's full financial picture, future aspirations, and personal circumstances. From first-time buyers to experienced homeowners, you’ll provide genuinely holistic advice tailored, insightful, and grounded in knowledge and experience. This means not only sourcing the most suitable mortgage products but also ensuring that every client has the right protection in place to safeguard their home, income, and loved ones.
You’ll have the leads, freedom and support to grow, both in your career and personally; you'll be able to take ownership of your development with access to ongoing coaching and mentoring from industry experts. You will be part of a close-knit, values-driven culture that celebrates shared success. On a day-to-day basis, you'll provide our clients with advice that creates real, long-term impact. You’ll have the flexibility to work remotely, hybrid, or from the Carlisle head office, with monthly visits if you’re remote.
Benefits:
- Salary up to £35,000 + bonus
- 23 days holiday + bank holidays, Christmas shutdown, and your birthday off
- Company pension & cycle-to-work scheme
- Death in service benefit (4x salary)
- Full admin support so you can focus on advice, not paperwork
- Regular 1-to-1 development with our Head of Advice
- Access to our refill room... because wellbeing matters
- We support our people with everything they need to succeed, including personal and career growth, recognition and a great team
Responsibilities include:
- Delivering holistic mortgage and protection advice tailored to each client’s goals and risks
- Converting warm leads into lasting relationships built on trust and integrity
- Work collaboratively with our Business Support Team to ensure flawless delivery in marketing campaigns and social media to generate visibility and leads
- Maintain high standards of compliance with The Openwork Partnership and SSA
- Proactively engage with existing clients and ensure long-term financial wellbeing
If you're working remotely, you need to be willing to travel to Carlisle once a month.
Qualifications:
- You must be a qualified adviser (with CeMAP or equivalent) and have experience in mortgage and protection advice
- You will be motivated, experienced, and committed to excellence in service – you’re ready to hit the ground running and make an immediate impact
- Trust is a non-negotiable for you
- You believe in the importance of holistic advice. You know protection is not optional, it’s essential and you communicate that clearly
- You’re accountable, results-focused, and never make excuses
- You thrive in a culture of continuous improvement and shared success
- You’re a confident communicator, both in person and virtually
Mortgage and Protection Advisor in Carlisle employer: The Openwork Partnership
Contact Detail:
The Openwork Partnership Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage and Protection Advisor in Carlisle
✨Tip Number 1
Network like a pro! Get out there and connect with people in the mortgage and protection industry. Attend events, join online forums, and don’t be shy about reaching out to potential clients or mentors. The more connections you make, the better your chances of landing that dream job.
✨Tip Number 2
Showcase your expertise! Create a personal brand that highlights your knowledge in mortgages and protection advice. Share insights on social media, write articles, or even start a blog. This will not only demonstrate your skills but also attract potential employers who are looking for someone like you.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios related to mortgage and protection advice. Think about how you can demonstrate your holistic approach and commitment to client success. Remember, it’s all about showing how you can make a real impact!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you along the way. Plus, applying directly shows your enthusiasm and commitment to joining our values-driven culture. Let’s get you started on this exciting journey together!
We think you need these skills to ace Mortgage and Protection Advisor in Carlisle
Some tips for your application 🫡
Show Your Personality: When writing your application, let your personality shine through! We want to see who you are beyond your qualifications. Share a bit about your journey in the mortgage and protection field and what drives you to help clients achieve their financial goals.
Tailor Your Application: Make sure to tailor your application to the role of Mortgage and Protection Adviser. Highlight your experience with holistic advice and how you've built trust with clients in the past. We love seeing specific examples that demonstrate your skills and commitment!
Be Clear and Concise: Keep your application clear and to the point. We appreciate well-structured applications that are easy to read. Use bullet points if necessary to break down your achievements and qualifications, making it easier for us to see why you're a great fit!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our values-driven culture right from the start!
How to prepare for a job interview at The Openwork Partnership
✨Know Your Stuff
Make sure you brush up on your mortgage and protection knowledge. Understand the latest products and regulations, as well as the importance of holistic advice. This will show that you're not just qualified, but genuinely passionate about helping clients.
✨Showcase Your People Skills
Since this role is all about building trust and relationships, be prepared to share examples of how you've successfully connected with clients in the past. Highlight your communication skills and your ability to understand clients' needs and aspirations.
✨Demonstrate Your Commitment to Growth
Talk about your eagerness for personal and professional development. Mention any ongoing training or mentoring you've pursued, and express your excitement about the coaching opportunities available in this role. It shows you're ready to hit the ground running!
✨Be Ready to Discuss Compliance
Compliance is key in this industry, so be prepared to discuss how you've maintained high standards in your previous roles. Share specific examples of how you've ensured compliance while delivering excellent service to clients.