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For Companies At a Glance
- Tasks: Manage mortgage and protection advice, ensuring client needs are met with tailored solutions.
- Company: Join a dynamic team at Openwork, a leader in financial advice.
- Benefits: Earn up to £45,000 plus bonuses, enjoy 27 days holiday, and flexible benefits.
- Other info: Hybrid role with opportunities for growth in a supportive environment.
- Why this job: Make a real impact by helping clients secure their financial futures.
- Qualifications: CEMAP qualification preferred; experience in mortgage and protection advice is a plus.
The predicted salary is between 45000 - 45000 £ per year.
As a Mortgage and Protection Adviser, you will proactively own and manage high‑quality mortgage, protection and GI advice following the Openwork Sales Process guidelines. This permanent, hybrid role is based in our Swindon office, requiring presence in the office 3 days a week.
Benefits
- Salary – up to £45,000
- Bonus scheme – on target bonus of 10%
- Pension scheme – contribute up to 5% of your salary, with Openwork matching and an additional 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
- Other flexible benefits including private medical insurance, dental insurance and more
Key Responsibilities
- Managing communications with clients, advisers and third‑party contacts.
- Demonstrating an excellent and comprehensive up‑to‑date knowledge of the Openwork Mortgage, Protection & GI product suite.
- Identifying customer needs to provide accurate and compliant advice tailored to each client’s situation.
- Proactively following up pipeline cases to establish case resolution, ensuring all cases adhere to Openwork’s T&C Framework.
- Being responsible for the end‑to‑end advice process.
What You Need to Succeed
- Desirable: CEMAP or equivalent qualification.
- Desirable: 2+ years’ experience in Mortgage Advice.
- Desirable: 1+ year’s 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 the ability to work within a team.
- A result‑orientated individual with drive, determination and integrity.
Equal Employment Opportunity
We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier.
Mortgage and Protection Adviser employer: The Openwork Partnership
Contact Detail:
The Openwork Partnership Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage and Protection Adviser
✨Tip Number 1
Network like a pro! Reach out to your connections in the mortgage and protection industry. Attend events, join online forums, and don’t be shy about asking for introductions. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Research the company and its products thoroughly. Be ready to discuss how your experience aligns with their needs, especially around the Openwork Sales Process. Show them you’re not just another candidate, but the right fit!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great chance to reiterate why you’re the best choice for the Mortgage and Protection Adviser position.
✨Tip Number 4
Apply through our website! We love seeing applications come directly from candidates who are genuinely interested in joining us. It gives you a better chance to stand out and shows you’re keen on being part of the StudySmarter team!
We think you need these skills to ace Mortgage and Protection Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Mortgage and Protection Adviser. Highlight your relevant experience, especially in mortgage and protection advice, and don’t forget to mention any qualifications like CEMAP!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for helping clients and your understanding of the Openwork Sales Process. Be sure to mention how your skills align with the responsibilities outlined in the job description.
Showcase Your Communication Skills: As a Mortgage Adviser, communication is key. In your application, demonstrate your ability to engage clients effectively. Use clear and concise language, and maybe even share an example of how you’ve successfully communicated complex information in the past.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at The Openwork Partnership
✨Know Your Stuff
Make sure you brush up on the Openwork Mortgage, Protection & GI product suite. Being able to discuss these products confidently will show that you're serious about the role and understand what’s required.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've successfully managed client communications or exceeded sales targets. This will help demonstrate your proven track record as a Mortgage Adviser.
✨Practice Your Communication Skills
Since this role requires excellent telephone sales skills, practice engaging in mock conversations. Focus on being clear and concise while also showing empathy towards clients' needs.
✨Be Ready for Scenario Questions
Expect questions that ask how you would handle specific client situations. Think through potential scenarios beforehand and be ready to explain your thought process and the steps you would take to provide compliant advice.