At a Glance
- Tasks: Provide expert mortgage advice and build strong client relationships.
- Company: Join a well-established firm that prioritises adviser support and autonomy.
- Benefits: Enjoy an 80% commission split, flexible working, and professional development opportunities.
- Other info: Be part of a supportive network with excellent growth potential and community involvement.
- Why this job: Make a real impact in clients' lives while enjoying the freedom to shape your own career.
- Qualifications: Must have CeMAP or CII Certificate and 12 months of relevant experience.
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 Lincolnshire employer: The Openwork Partnership
Pia Financial Solutions is an exceptional employer that prioritises the success and autonomy of its Mortgage Advisers, offering a generous 80% commission split and the flexibility of a self-employed contract. With a strong focus on professional development through in-house training and access to a nationwide network, employees can thrive in a supportive, adviser-first culture while enjoying the benefits of remote work and a commitment to community engagement through The Openwork Foundation.
StudySmarter Expert Advice🤫
We think this is how you could land Remote Mortgage Adviser in Lincolnshire
✨Network Like a Pro
Get out there and connect with other mortgage advisers and industry professionals. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. Building relationships can lead to referrals and opportunities that you won’t find on job boards.
✨Show Off Your Expertise
Create content that showcases your knowledge in mortgages and financial planning. Whether it’s blog posts, videos, or social media updates, let potential clients see your skills. This not only builds your brand but also attracts clients who are looking for someone like you.
✨Leverage Your Existing Network
Don’t forget about the people you already know! Reach out to friends, family, and former colleagues to let them know you’re looking for new opportunities. They might know someone who’s in need of a mortgage adviser or can point you in the right direction.
✨Apply Through Our Website
When you find a role that excites you, make sure to apply through our website. It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to reach out directly!
We think you need these skills to ace Remote Mortgage Adviser in Lincolnshire
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Mortgage Advisor role. Highlight your CeMAP or CII qualifications and any relevant experience in providing mortgage and protection advice.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re passionate about customer service and how you can contribute to our adviser-first culture. Be genuine and let your personality shine through!
Showcase Your Achievements:Don’t just list your responsibilities; share your successes! Whether it’s exceeding sales targets or receiving positive client feedback, we want to see what makes you stand out as a Mortgage Advisor.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at The Openwork Partnership
✨Know Your Stuff
Make sure you brush up on your knowledge of mortgage and protection products. Be ready to discuss the latest trends in the industry and how they impact clients. This shows that you're not just qualified, but genuinely passionate about helping people with their financial needs.
✨Showcase Your Customer Service Skills
Since this role is all about putting clients first, prepare examples of how you've gone above and beyond for customers in the past. Think of specific situations where your advice made a real difference. This will highlight your commitment to outstanding service.
✨Emphasise Your Autonomy
The firm values advisers who can manage their own time and style. Be ready to talk about how you’ve successfully managed your diary and client relationships in previous roles. This will demonstrate that you can thrive in a flexible, self-employed environment.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, support systems, and opportunities for growth. This not only shows your interest in the role but also helps you gauge if the company aligns with your career goals. It’s a two-way street!
