Mortgage and Protection Adviser in Swindon
Mortgage and Protection Adviser in Swindon

Mortgage and Protection Adviser in Swindon

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

  • Tasks: Provide expert mortgage and protection advice while progressing into wealth management.
  • Company: Join The Openwork Partnership, a leader in financial advice with a supportive community.
  • Benefits: Competitive salary, bonus scheme, pension, and extensive holiday options.
  • Why this job: Make a real impact on clients' financial futures while building a rewarding career.
  • Qualifications: Experience in mortgage and protection advice, with strong communication skills.
  • Other info: Enjoy hybrid working and a commitment to your personal and professional growth.

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

Wed love to hear from experienced Mortgage and Protection Advisers, actively looking to progress into Wealth Advice, to join us here at The Openwork Partnership.
Through expert-led training, structured learning pathways, and tailored support, youll gain the technical knowledge, confidence, and regulatory qualifications needed to broaden your advice offering. More importantly, youll learn how to deliver holistic financial planning that deepens client relationships and grows long term value for your career.
By completing our Business School programme and achieving Level 4 Diploma in Financial Planning, youll unlock a clear and rewarding career path with us. This milestone doesnt just mark your success in becoming qualified, it guarantees you a secure, employed position as a fully qualified Wealth Adviser. From day one, youll step into a role where your expertise, ambition, and drive are recognised and rewarded, with the opportunity to make a real impact on clients financial futures while building a long-term career in wealth management.
These opportunities are based in Swindon, with hybrid options.
Whats in it for you?
Best in Market Training and Development through our Inhouse Business School
Opportunity to earn your full Level 4 Diploma in Regulated Financial Planning.
Salary £45,000
Bonus Scheme on target bonus 7.5%
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
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.
What you\’ll need to succeed?
  • CEMAP or equivalent
  • Established experience in both Mortgage and Protection Advice
  • Outstanding communication capability, able to engage and inspire customers
  • Proven track record of exceeding quality and commercial targets
  • Adaptability, resilience and a continuous improvement mindset
  • Drive, determination and a great deal of integrity

Why us?

What sets us apart is our commitment to progression and community. For more than 50 years, The Openwork Partnership has been helping people build lasting careers in financial advice, supported by a nationwide network of experienced professionals. Youll never be on the journey alone, well be there to mentor, encourage and celebrate your growth.

The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleagues individual differences and identities just like our financial advice, for us, its 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.

Mortgage and Protection Adviser in Swindon employer: The Openwork Partnership

The Openwork Partnership is an exceptional employer for Mortgage and Protection Advisers in Swindon, offering unparalleled training and development through our in-house Business School. With a strong focus on employee growth, a supportive work culture, and a commitment to inclusivity, we empower our team to build meaningful careers in wealth management while enjoying competitive benefits such as a generous holiday allowance and a robust pension scheme. Join us to make a real impact on clients' financial futures in a role that values your expertise and ambition.
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Contact Detail:

The Openwork Partnership Recruiting Team

StudySmarter Expert Advice 🤫

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

✨Network Like a Pro

Get out there and connect with people in the industry! Attend local events, join online forums, or even hit up LinkedIn. The more you engage with others, the better your chances of landing that Mortgage and Protection Adviser role.

✨Show Off Your Skills

When you get the chance to chat with potential employers, don’t hold back! Share your success stories and how you've exceeded targets in your previous roles. This is your time to shine and show them why you're the perfect fit for their team.

✨Tailor Your Approach

Every company is different, so make sure you tailor your conversations to what they value. Research The Openwork Partnership and highlight how your experience aligns with their commitment to progression and community. It’ll show you’re genuinely interested!

✨Apply Through Our Website

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining The Openwork Partnership and taking the next step in your career.

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

CEMAP or equivalent
Mortgage Advice
Protection Advice
Communication Skills
Client Engagement
Commercial Awareness
Adaptability
Resilience
Continuous Improvement Mindset
Integrity
Financial Planning
Wealth Management
Team Collaboration
Problem-Solving Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Mortgage and Protection Adviser role. Highlight your relevant experience, especially in mortgage advice and client relationships, to show us you’re the perfect fit for our team.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about wealth advice and how your skills align with our values. Be genuine and let your personality come through!

Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you’ve exceeded targets or improved client satisfaction. We love to see results that demonstrate your impact.

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s quick and easy, plus you’ll get all the latest updates on your application status directly from us!

How to prepare for a job interview at The Openwork Partnership

✨Know Your Stuff

Make sure you brush up on your knowledge of mortgage and protection advice. Familiarise yourself with the latest regulations and trends in the industry. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.

✨Showcase Your Communication Skills

As a Mortgage and Protection Adviser, your ability to communicate effectively is key. Practice articulating complex financial concepts in simple terms. During the interview, engage with your interviewer by asking questions and demonstrating your ability to inspire confidence in clients.

✨Highlight Your Achievements

Prepare specific examples of how you've exceeded targets or improved client relationships in your previous roles. Use the STAR method (Situation, Task, Action, Result) to structure your responses, making it easy for the interviewer to see your impact.

✨Embrace the Culture Fit

Research The Openwork Partnership's values and culture. Be ready to discuss how your personal values align with theirs, especially around community and progression. Showing that you understand and appreciate their commitment to inclusivity can set you apart from other candidates.

Mortgage and Protection Adviser in Swindon
The Openwork Partnership

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