At a Glance
- Tasks: Shape and develop a mortgage proposition within a growing wealth business.
- Company: Join a well-established firm with strong community ties and resources.
- Benefits: Leads provided, competitive splits, no monthly fees, and potential for growth.
- Other info: Opportunity to engage with a community-focused foundation and enhance your career.
- Why this job: Be part of a dynamic team and influence the future of the mortgage function.
- Qualifications: Experience as a mortgage adviser and self-motivated mindset required.
The predicted salary is between 30000 - 40000 £ per year.
The opportunity to build and help shape a mortgage proposition within an established wealth business. I am looking for a Northwest-based Self-Employed Mortgage Adviser to join a growing business with an existing client bank, purchased lead flow, and long-term opportunity to help build out the mortgage side of the firm.
What's in it for you?
- Leads provided: Around two leads per month from the internal client bank, ongoing purchased leads via Unbiased, anything up to 15 per day, with quality-focused, AIP-ready / offer accepted opportunities.
- 50/50 split on lead provided business across initial fees, proc fees and protection.
- 75/25 split on self-generated business.
- 25% introducer fee on pension/investment referrals into the wealth side of the business.
- No monthly fees.
- Scope to influence the proposition, including how the mortgage side develops over time.
This role would suit someone who is commercially minded, self-motivated and keen to build something over the long term. There is no admin support in place for this role; however, for the right person, there is potential for this to become more than just an adviser role. The business is looking for someone who can help build the mortgage function over time, with the possibility of deeper long-term involvement.
What will you need to succeed?
- Experienced mortgage adviser, ideally already operating in a self-employed environment.
- Based in the North West.
- Comfortable handling the full advice process, including submitting business, processing, system work, client satisfaction.
Also of interest:
- Advisers with at least one year of active business submission experience.
- Strong mortgage administrators/case handlers with substantial hands-on experience who are ready to step into advice.
Why us?
This firm is part of The Openwork Partnership, one of the UK's 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. 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, which has 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 Advisor employer: The Openwork Partnership
Join a dynamic and supportive environment as a Self-Employed Mortgage Adviser in the North West, where you will have access to a wealth of leads and the opportunity to shape the mortgage proposition within an established wealth business. With a strong focus on employee development through The Openwork Partnership's Business School and a commitment to community engagement via The Openwork Foundation, this role offers not just a job, but a chance to build a meaningful career while making a positive impact.
