At a Glance
- Tasks: Provide tailored mortgage advice and support clients with complex financial needs.
- Company: Join a growing, forward-thinking company with a collaborative culture.
- Benefits: Generous commission structure, remote work, and access to comprehensive support.
- Other info: Join a network that values development and community involvement.
- Why this job: Be your own boss while making a real difference in clients' lives.
- Qualifications: CeMAP qualification and strong sales experience preferred.
The predicted salary is between 30000 - 40000 £ per year.
This is a self-employed role, based remotely.
What's in it for you?
- Support from the team and opportunity to develop
- Joining a growing, forward-thinking company known for its collaborative culture
- Generous commission structure
- No adviser fees
- Remote work available from anywhere in the UK
Are you qualified as a Mortgage & Protection or Equity Release adviser driven to provide tailored support to clients with complex cases and sophisticated profiles? Are you looking for the support and guidance to help you become successfully self-employed? Are you an experienced adviser with a proven ability to self-generate leads, seeking a new home for your client bank where you can further develop your business?
Concept Financial Services are expanding, seeking experienced Mortgage & Protection or Equity Release Advisers who are dedicated to delivering exceptional, holistic advice and building lasting client relationships. Operating on a self-employed basis, you will join Concept Financial Services, gaining access to comprehensive support and the opportunity to develop your expertise alongside a team with decades of combined experience.
If you're experienced in Mortgages, Protection or Equity Release and passionate about helping people, then we'd love to hear from you.
Responsibilities of the role:
- Provide high-quality, client-focused advice aligned with individual needs and objectives
- Analyse clients' financial situations to determine appropriate mortgage options
- Utilise the training and support provided by Concept Financial Services and The Openwork Partnership
- Manage client records and ensure ongoing compliance with all applicable and current regulatory requirements
- Promote your services through networking and marketing, to grow your client base
What will you need to succeed?
- CeMAP (or equivalent) qualification
- Experience of Equity Release advising desired but not essential
- Strong track record of sales and building strong client relationships
- Self-motivated with excellent communication skills
- Ambitious with entrepreneurial drive to develop your business network and client portfolio
- Good knowledge of industry regulations and compliance standards
Why us?
Concept Financial Services are part of The Openwork Partnership, who are 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, 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.
Self Employed Mortgage Advisor employer: The Openwork Partnership
Concept Financial Services is an exceptional employer for self-employed Mortgage Advisors, offering a supportive and collaborative culture that empowers you to thrive in your business. With generous commission structures, comprehensive training, and the backing of The Openwork Partnership, you will have the resources and guidance needed to develop your expertise while working remotely from anywhere in the UK. Join a forward-thinking company that prioritises employee growth and community involvement, making it a rewarding place to build your career.
StudySmarter Expert Advice🤫
We think this is how you could land Self Employed Mortgage Advisor
✨Show Off Your Expertise Online
In the banking and financial services world, sharing your insights on platforms like LinkedIn can really set you apart. Write articles about market trends or finance tips, and engage in discussions in relevant groups. This not only boosts your visibility but also highlights your knowledge to potential clients.
✨Join Freelance Platforms and Networking Events
Freelancing in finance can be competitive, so make sure you're on platforms like Upwork or Fiverr, specifically targeting finance gigs. Also, look for finance networking events or webinars to connect with small businesses that might need your services. Meeting people face-to-face (or online) can score you those elusive freelance contracts.
✨Build a Stunning Portfolio
Since you're going freelance, having a solid portfolio is a must. Showcase your previous work, such as reports or analyses, and consider using case studies to highlight your approach. The more you can demonstrate your skills, the easier it is for clients to trust you with their finances.
✨Direct Outreach is Key
For freelance gigs, don't wait for opportunities to come to you. Identify companies or startups that align with your skills and reach out directly. A personalised message introducing yourself and proposing how you could add value can go a long way. Plus, keep an eye on The Openwork Partnership for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Self Employed Mortgage Advisor
Some tips for your application 🫡
Showcase Your Financial Savvy:When applying for a freelance role in banking and financial services, we need to see your expertise front and centre! Mention specific financial regulations or tools you've mastered, and feel free to include your relevant qualifications, like CFA or ACCA, to bolster your credibility.
Build a Stellar Portfolio:Since this is a freelance gig, your portfolio is your ticket to impressing us at The Openwork Partnership. Include examples of past projects you've completed—think financial analyses, investment reports, or forecasting models. Be sure to highlight the results you achieved!
Tailor Your Rates and Availability:We want to see that you're flexible and can align with our needs. Clearly outline your freelance rates, availability for projects, and whether you're open to long-term collaborations or just ad-hoc gigs. This makes it easier for us to understand how we can work together!
Craft a Compelling Cover Letter:In your cover letter, express not just your skills, but also why you're excited about joining The Openwork Partnership. Share your passion for financial services and how you plan to tackle challenges in this sector. This is your chance to connect on a personal level—make it count!
How to prepare for a job interview at The Openwork Partnership
✨Show Off Your Financial Savvy
When you're talking with The Openwork Partnership, make sure to highlight your experience with financial modelling, risk assessment, or portfolio management. Freelance work often requires a good level of financial literacy, so prepare to discuss any relevant tools you've used, whether it's Excel or specific financial software.
✨Bring Your Portfolio to Life
A freelance role means you’ll want to showcase your previous work effectively. Put together a portfolio that not only highlights your projects but also demonstrates the outcomes - think case studies or success stories that showcase how your financial skills made a difference for past clients.
✨Know Your Regulations and Compliance
In the banking and financial services world, understanding compliance and regulations is crucial. Make sure you’re up to date with the latest standards as they relate to your expertise. Be prepared for specific questions about how you've navigated these in past roles or how you'd approach potential compliance challenges.
✨Be Ready to Discuss Your Rates and Availability
As a freelancer, the topic of rates and availability can come up early on. Be clear about what you offer and how you charge. It might also help to have a few examples in mind where your expertise saved someone money or improved efficiency to justify your rates to The Openwork Partnership.
