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 hours, and remote work options.
- Other info: Be part of a supportive network with excellent career progression opportunities.
- Why this job: Make a real impact in clients' lives while building your own successful business.
- 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 Livingston 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 Livingston
✨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 Remote Mortgage Adviser in Livingston
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.
