Mortgage and Protection Adviser in Swindon

Mortgage and Protection Adviser in Swindon

Swindon Full-Time 36000 - 60000 £ / year (est.) No working from home possible
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At a Glance

  • Tasks: Provide expert mortgage and protection advice while expanding into wealth management.
  • Company: Join The Openwork Partnership, a leader in financial advice.
  • Benefits: Receive expert training, tailored support, and career progression opportunities.
  • Other info: Dynamic team environment with a focus on personal development.
  • Why this job: Grow your skills and make a real difference in clients' financial futures.
  • Qualifications: Experience in mortgage and protection advice is essential.

The predicted salary is between 36000 - 60000 £ per year.

The opportunity

As a Mortgage and Protection Adviser, your role is to proactively own and manage high quality mortgage, protection and GI advice following the Openwork Sales Process guidelines.

The opportunity

As a Mortgage and Protection Adviser, your role is to proactively own and manage high quality mortgage, protection and GI advice following the Openwork Sales Process guidelines.

This is a permanent, hybrid role, based in our Swindon office, with the requirement to be in the office 3 days a week.

Join our mission to make financial advice accessible to everyone

The benefits

  • Salary - up to £45,000
  • Bonus scheme - on target bonus - 10%
  • Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
  • Critical illness cover
  • Income protection - 1x salary
  • Death in service - 4x salary
  • 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
  • A range of other flexible benefits to include private medical insurance, dental insurance and much more.

Key Responsibilities

  • Managing communications with clients, advisers and 3rd party contacts.
  • Demonstrating an excellent and comprehensive up to date knowledge of existing Openwork Mortgage, Protection & GI product suite.
  • Identifying customer needs and provide accurate and compliant advice relevant to customer’s individual situation through professional and confident communication.
  • Pro-actively follow up pipeline cases proactively and timely to establish a case resolution Ensuring that all cases follow the Openwork’s T&C Framework.
  • Be responsible for the end to end advice process.

What will you need to succeed?

  • Desirable | CEMAP or equivalent
  • Desirable | 2 years+ experience on Mortgage Advice
  • Desirable | 1 years+ experience in Protection Advice
  • Desirable | GI sales experience
  • A clear communicator who can engage clients over the phone
  • Proven track record as a Mortgage Adviser, exceeding quality and income targets
  • Exceptional telephone sales skills
  • Ability to work to predetermined deadlines in a fast paced, target driven environment
  • Self-motivated with ability to work within a team
  • A result orientated individual with drive, determination and a great deal of integrity

Why us?

We're a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential.

We’re also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022. The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleague’s individual differences and identities – just like our financial advice, for us, it’s personal. We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier. At Openwork, we have a strong ethic of care for each other where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.

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Mortgage and Protection Adviser in Swindon employer: The Openwork Partnership

Openwork is an exceptional employer that fosters a collaborative and innovative work culture, making it an ideal place for Technical Analysts to thrive. With a strong commitment to employee growth, we offer comprehensive benefits including a competitive salary, generous holiday allowance, and opportunities for professional development. Located in Swindon, our hybrid working model allows for flexibility while ensuring you are part of a dynamic team dedicated to delivering high-quality solutions.

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Contact Details:

The Openwork Partnership Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Mortgage and Protection Adviser in Swindon

Tip Number 1

Network like a pro! Reach out to your connections in the mortgage and protection sector. Attend industry events or webinars to meet potential employers and get your name out there.

Tip Number 2

Prepare for interviews by brushing up on your knowledge of wealth advice. We recommend researching common interview questions and practising your responses to show you're ready to take that next step.

Tip Number 3

Showcase your skills! Create a portfolio that highlights your achievements and experiences in mortgage and protection advice. This can really set you apart from other candidates.

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.

We think you need these skills to ace Mortgage and Protection Adviser in Swindon

Mortgage Advice
Protection Advice
Wealth Advice
Regulatory Knowledge
Technical Knowledge
Client Relationship Management
Communication Skills

Some tips for your application 🫡

Tailor Your CV:Make sure your CV reflects your experience as a Mortgage and Protection Adviser. Highlight any relevant qualifications and skills that align with the wealth advice focus we’re looking for.

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about progressing into Wealth Advice and how our expert-led training can help you achieve your goals.

Showcase Your Experience:Don’t just list your previous roles; share specific examples of how you’ve helped clients in the past. We want to see your problem-solving skills and how you’ve made a difference in their financial journeys.

Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role without any hiccups!

How to prepare for a job interview at The Openwork Partnership

Know Your Stuff

Make sure you brush up on your mortgage and protection knowledge. Understand the latest trends, regulations, and products in the market. This will not only show your expertise but also your commitment to staying updated in the field.

Showcase Your Experience

Prepare to discuss specific cases where you've successfully advised clients. Highlight your problem-solving skills and how you've tailored solutions to meet individual needs. Real-life examples can make a strong impression!

Ask Insightful Questions

Interviews are a two-way street! Prepare thoughtful questions about the company's approach to wealth advice and how they support their advisers. This shows your genuine interest in the role and helps you assess if it's the right fit for you.

Demonstrate Your Soft Skills

As a Mortgage and Protection Adviser, communication is key. Be ready to showcase your interpersonal skills, empathy, and ability to build trust with clients. These qualities are just as important as technical knowledge in this role.