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For Companies At a Glance
- Tasks: As a Mortgage Adviser, you'll provide tailored financial advice and support clients in their mortgage journey.
- Company: Join Pia Financial Solutions, part of The Openwork Partnership, a leading financial advice network in the UK.
- Benefits: Enjoy an 80% commission split, flexible working, and optional admin support to boost your earnings.
- Other info: Get involved with community initiatives through The Openwork Foundation, which supports UK charities.
- Why this job: Be part of a supportive culture that values autonomy and offers opportunities for career progression.
- Qualifications: You need a CeMAP or CII Certificate and 12 months of experience in mortgage and protection advice.
The predicted salary is between 28800 - 43200 £ per year.
Job Description
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, increasing to 87.5%
- 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
Mortgage Adviser employer: The Openwork Partnership
Contact Detail:
The Openwork Partnership Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Adviser
✨Tip Number 1
Network with other mortgage advisers and professionals in the finance industry. Attend local events or join online forums to build relationships and gain insights into the role, which can help you stand out during the application process.
✨Tip Number 2
Stay updated on the latest mortgage products and market trends. This knowledge will not only boost your confidence but also demonstrate your commitment to the role when discussing your experience and expertise with potential employers.
✨Tip Number 3
Consider obtaining additional qualifications or certifications related to financial advice. This can enhance your profile and show that you're serious about your career as a Mortgage Adviser, making you more attractive to employers.
✨Tip Number 4
Prepare for interviews by practising common questions specific to mortgage advising. Focus on your customer service skills and how you've successfully helped clients in the past, as this is crucial for the role.
We think you need these skills to ace Mortgage Adviser
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly understand the responsibilities and requirements of a Mortgage Adviser. Familiarise yourself with the key aspects of the role, such as providing advice on mortgage and protection products, and the importance of customer service.
Tailor Your CV: Craft your CV to highlight relevant experience in mortgage advice and customer service. Include specific achievements and metrics that demonstrate your success in previous roles, particularly any experience related to financial services.
Write a Compelling Cover Letter: Your cover letter should reflect your passion for the role and the company. Mention why you are interested in working with The Openwork Partnership and how your skills align with their adviser-first culture. Be sure to include your qualifications, such as CeMAP or CII certification.
Proofread Your Application: Before submitting your application, take the time to proofread all documents. Check for spelling and grammatical errors, and ensure that your information is clear and concise. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at The Openwork Partnership
✨Showcase Your Qualifications
Make sure to highlight your CeMAP or CII Certificate in Mortgage Advice during the interview. This qualification is essential for the role, so be prepared to discuss how it has equipped you with the necessary skills to provide excellent mortgage and protection advice.
✨Demonstrate Customer Service Passion
Since the role emphasises outstanding customer service, share specific examples from your past experiences where you went above and beyond for clients. This will show your potential employer that you truly value client relationships and understand their importance in the mortgage advisory field.
✨Stay Updated on Industry Trends
Be ready to discuss current trends and changes in the mortgage industry. Showing that you are knowledgeable about recent developments will demonstrate your commitment to staying informed and your ability to provide relevant advice to clients.
✨Prepare Questions About Support and Autonomy
Since the firm offers a supportive environment with autonomy, prepare thoughtful questions about how they facilitate this balance. Asking about training opportunities, admin support, and how they encourage advisers to develop their own trading style can show your interest in thriving within their culture.