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- Tasks: Help clients navigate the mortgage process with tailored advice and support.
- Company: Join LilleyCo Financial Services, a trusted firm in Berkshire with a community-focused approach.
- Benefits: Enjoy a competitive salary, hybrid working, and ongoing training opportunities.
- Why this job: Shape the future of mortgages while building meaningful client relationships in a supportive environment.
- Qualifications: Must have mortgage advice qualifications like CeMAP or CII; enthusiasm and ambition are key.
- Other info: Be part of The Openwork Partnership, a leading financial advice network with a commitment to community.
The predicted salary is between 30000 - 40000 £ per year.
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Direct message the job poster from The Openwork Partnership
Attracting the next generation of aspiring Mortgage and Protection Advisers to the Openwork Partnership. To discuss our current opportunities call me…
About the Firm
As a well-established firm at The Openwork Partnership, LilleyCo Financial Services are based in the heart of Berkshire, providing tailored financial advice with a personal touch. Founded in 1990, they continue to grow and evolve to reflect a forward-thinking approach. With deep roots in the local community, they are known for their integrity, professionalism, and commitment to long-term client relationships.
About the Role
We’re looking for an enthusiastic, qualified mortgage advisor to join a growing team and drive growth and help mould the future of mortgages at LilleyCo. With access to an existing client bank there are many remortgage and switch leads available but there will also be a requirement to generate new business enquiries. The ideal candidate will take the time with each client to ensure they are directly and regularly in contact and that the client feels supported throughout the mortgage and protection process. This role is all about maintaining and building on existing trusted relationships, offering clear and honest advice, and guiding individuals and families through the mortgage process with confidence and care.
The benefits of being a Mortgage Advisor
- Basic salary of £30,000 to £40,000 (DOE) plus commission.
- Access to an existing client bank and ongoing referrals from the wealth advisers.
- Easily accessible offices with plenty of onsite parking.
- Hybrid working post probation.
- Company pension scheme.
- Death in Service.
- Dedicated and experienced administrative support.
- Ability to shape and grow the future of the Mortgage business.
- Ongoing support and training.
- Potential to gain further qualifications.
Your responsibilities as a Mortgage Advisor will include:
- Provide tailored mortgage and protection advice to clients based on their individual needs and circumstances.
- Build and maintain strong client relationships, offering ongoing support and advice beyond the initial transaction.
- Stay up to date with market trends, lender criteria and regulatory requirements.
- Contribute to the growth and direction of the mortgage business, playing an active role in shaping its future as part of a forward-thinking team.
What will you need to succeed as a Mortgage Advisor?
- Must have Mortgage advice qualifications – CeMAP, CII or equivalent.
- Enthusiastic and passionate about mortgages and motivated to succeed.
- Ambition to help lead and grow the mortgage business.
- Proactively engage in networking and encouraging referrals through existing relationships and social media.
LilleyCo Financial Services are 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.
Seniority level
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Seniority level
Associate
Employment type
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Employment type
Full-time
Job function
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Job function
Sales and Business Development
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Mortgage Advisor employer: The Openwork Partnership
Contact Detail:
The Openwork Partnership Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Advisor
✨Tip Number 1
Network actively within the local community and online. Attend local events or join social media groups related to mortgages and finance to connect with potential clients and industry professionals.
✨Tip Number 2
Stay updated on the latest mortgage trends and lender criteria. This knowledge will not only boost your confidence but also help you provide valuable insights to clients, making you a trusted advisor.
✨Tip Number 3
Engage with existing clients regularly. Building strong relationships is key in this role, so make sure to check in with clients even after their initial transaction to offer ongoing support and advice.
✨Tip Number 4
Leverage social media to showcase your expertise. Share informative content about mortgages and protection advice to attract new clients and demonstrate your knowledge in the field.
We think you need these skills to ace Mortgage Advisor
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of a Mortgage Advisor. Tailor your application to highlight how your skills and qualifications align with what LilleyCo Financial Services is looking for.
Highlight Relevant Qualifications: Ensure that your application clearly states your mortgage advice qualifications, such as CeMAP or CII. Mention any additional training or certifications that demonstrate your commitment to professional development in the financial services sector.
Showcase Your Client Relationship Skills: Since the role emphasises building and maintaining strong client relationships, provide examples in your application of how you've successfully managed client interactions in the past. Highlight your ability to offer tailored advice and support.
Express Your Enthusiasm: Convey your passion for the mortgage industry and your motivation to succeed in your application. Use specific language that reflects your enthusiasm for helping clients navigate the mortgage process and your ambition to contribute to the growth of the business.
How to prepare for a job interview at The Openwork Partnership
✨Know Your Stuff
Make sure you're well-versed in mortgage products and current market trends. Brush up on your qualifications like CeMAP or CII, as you'll want to demonstrate your expertise and confidence during the interview.
✨Showcase Your People Skills
As a Mortgage Advisor, building relationships is key. Be prepared to discuss how you've successfully maintained client relationships in the past and how you plan to support clients throughout their mortgage journey.
✨Demonstrate Your Ambition
The role requires someone who is eager to grow and contribute to the business. Share examples of how you've taken initiative in previous roles or how you plan to generate new business enquiries.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's vision and how you can contribute to its growth. This shows your genuine interest in the role and helps you understand if it's the right fit for you.
