At a Glance
- Tasks: Advise clients on mortgage and protection products while managing your own pipeline.
- Company: Join Weycroft, a growing brokerage with a family-feel culture.
- Benefits: Enjoy competitive salary, commission, and all admin costs covered.
- Other info: Flexible working options with regular team interactions and community impact through charity work.
- Why this job: Step into a role with immediate opportunities and strong support to grow your earnings.
- Qualifications: Proven mortgage advice experience and strong communication skills required.
The predicted salary is between 29700 - 36300 £ per year.
Self Employed 70/30 split on self-generated business, 55/45 split on any company-provided leads. Occasional qualified leads provided. A drive to self-generate with the support and guidance from Weycroft to achieve this. No adviser fees to pay. All network, admin & regulatory costs covered. Flexible, hybrid working options with regular team interaction. Full administrative support to maximise your time advising clients.
Employed: Competitive Salary - Dependent on experience. Commission from business written. Qualified leads provided. Working in a family-feel practice with high-level support.
What will you need to succeed? Join a growing, close-knit brokerage where you’ll benefit from strong lead generation, a proven support structure, and the autonomy to build a highly profitable client bank. This is an ideal opportunity for an experienced adviser who wants to scale their earnings without the burden of operational overhead.
What you’ll need to succeed:
- Proven experience advising on mortgage & protection products (minimum of 1 year of solid advice) is preferable.
- Mortgage advice industry experience is a must.
- Ability to work independently and manage your own pipeline.
- Strong communication skills with a client-first approach.
- Based within reasonable travelling distance of our offices in Woking.
Why us? Weycroft is a well-established and growing brokerage with a strong reputation and a loyal client base. With a team of 5 advisers and more demand than capacity, you’ll step into a role where opportunity is immediate and tangible. You’ll be supported by an experienced principal with a track record of developing advisers, alongside a well-run back-office function that allows you to focus purely on revenue-generating activity. Regular team meetings and social events ensure a collaborative culture, even within a flexible working model. Weycroft is part of The Openwork Partnership, one of the UK’s largest and longest-established financial advice networks. This provides access to a broad proposition, strong provider relationships, and significant investment in adviser development through its Business School. The Openwork Foundation has also donated over £22m to UK charities, giving you the chance to be part of something with real community impact.
Mortgage Adviser in Woking employer: The Openwork Partnership
The Openwork Partnership is an excellent employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Swindon. Employees benefit from a hybrid working model, comprehensive professional development opportunities, and a commitment to supporting high-priority initiatives that make a real impact in the fintech sector. Join us to be part of a forward-thinking team where your contributions are valued and growth is encouraged.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Adviser in Woking
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like The Openwork Partnership. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Mortgage Adviser in Woking
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to The Openwork Partnership.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on The Openwork Partnership's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at The Openwork Partnership
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with The Openwork Partnership.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at The Openwork Partnership will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former The Openwork Partnership employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
