At a Glance
- Tasks: Help clients navigate mortgages and build lasting relationships in a supportive team.
- Company: Join a friendly, established firm with over 30 years of experience.
- Benefits: Enjoy a competitive salary, commission, hybrid working, and ongoing training.
- Other info: Flexible working, scenic offices, and a close-knit team await you!
- Why this job: Make a real difference in clients' lives while growing your career in finance.
- Qualifications: Must be CeMAP or CII qualified with strong communication skills.
The predicted salary is between 28000 - 35000 £ per year.
About the Firm
Established for over 30 years, William Dixon & Associates Ltd pride themselves on friendly jargon free advice for all. Offering holistic advice across pensions, investments, mortgages, life insurance, inheritance tax planning and retirement planning.
With a team of highly qualified and experienced advisers, they enjoy working collaboratively to provide support and guidance to their colleagues and clients alike.
About the Role
As a Mortgage Advisor, you will be part of a close-knit and supportive team to service new and existing clients as well as continuing to build and nurture relationships and gain new referrals, adding to the continued growth of the firm.
With a supportive management team, energetic colleague collaboration and flexible working allowing you to work from home 3 days per week, you will be supported to achieve every success.
Benefits for a Mortgage Advisor
- Basic Salary of £28,000 to £35,000 DOE
- Monthly commission paid on all bankings.
- Company benefits including 3x Death in service and company pension.
- Hybrid working, 2 days in the office on a Tuesday and Thursday.
- Leads provided from existing proven client bank and many more opportunities from referring financial advisers.
- Peer support with a close knit team of advisers and accessible directors to fuel your growth with support and challenges.
- Access to highly knowledge admin team to help with any processing queries and the potential for ongoing admin support.
- Scenic and peaceful offices with client meeting rooms, free parking and onsite café/bar.
- Flexibility to conduct client meetings in person or remotely as your clients require.
- Regular training sessions. Including quarterly one to ones, twice-yearly whole firm meetings and regular external speaker.
- Strong ethical values with a family feel that always ensures the right advice for clients and value their advisers.
- Recognise success and facilitate progression, with the potential to achieve further financial advice qualifications.
Your responsibilities as a Mortgage Advisor will include
- Understand clients’ individual circumstances and requirements and make recommendations on Mortgage and Protection products.
- Build and nurture relationships with clients, peers and introducers alike to help grow the business.
- Carry out continued professional development to ensure you stay up to date on industry regulation and products.
What will you need to succeed as a Mortgage Advisor
- CeMAP or CII Certificate in Mortgage Advice qualified is a must.
- Experience of providing advice on Mortgage and Protection products preferred.
- Excellent communication skills and customer service standards.
- Commutable weekly to Corsham.
Company and Partnership
William Dixon & Associated Ltd is an appointed representative of The Openwork Partnership, we are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including our ownership structure – at The Openwork Partnership we are owned by our appointed representative firms, Bain Capital and our employees so is somewhat of a democracy. We boast a broad proposition with deep ties to providers, and being one of the largest advice networks in the UK, we have some serious resources at our disposal, and put the development of our colleagues, advisers and firm support staff first, with our very own Business School. Here at The Openwork Partnership we all come together through the Openwork Foundation – who have donated over £22m to UK registered charities since it was founded.
Job details
- Seniority level: Associate
- Employment type: Full-time
- Job function: Sales and Business Development
Mortgage Advisor in Corsham employer: William Dixon and Associates Ltd
William Dixon & Associates Ltd is an exceptional employer, offering a supportive and collaborative work environment for Mortgage Advisors. With flexible working arrangements, a strong focus on employee growth through regular training and access to a knowledgeable admin team, you will thrive in a culture that values ethical practices and recognises success. Located in scenic Corsham, the firm provides a family feel while being part of The Openwork Partnership, ensuring you have the resources and support needed to excel in your career.
Contact Details:
William Dixon and Associates Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Advisor in Corsham
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend local events, join online forums, or even hit up social media groups. The more people you know, the better your chances of landing that Mortgage Advisor role.
✨Tip Number 2
Practice your pitch! You never know when you'll get a chance to impress someone. Prepare a short, engaging summary of your experience and what makes you a great fit for the role. Keep it friendly and approachable, just like the firm you're aiming to join.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the position and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate why you’re the perfect fit for their team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got all the latest job openings listed there, and it’s the best way to ensure your application gets seen. Plus, you’ll be part of a supportive team that values collaboration and growth!
We think you need these skills to ace Mortgage Advisor in Corsham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Mortgage Advisor role. Highlight your experience with mortgage and protection products, and don’t forget to showcase your communication skills. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about helping clients with their mortgage needs. Share specific examples of how you've built relationships in the past, as this is key for us at William Dixon & Associates.
Showcase Your Qualifications:Don’t forget to mention your CeMAP or CII Certificate in Mortgage Advice! This is a must-have for us, so make it prominent in your application. If you have any additional qualifications or training, be sure to include those too!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at William Dixon and Associates Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of mortgage and protection products. Familiarise yourself with the latest industry regulations and trends, as this will show that you're proactive and committed to providing the best advice for clients.
✨Build Rapport
Since this role involves nurturing relationships, practice your communication skills. Think about how you can connect with the interviewers on a personal level. A friendly chat can go a long way in demonstrating your ability to build relationships with clients.
✨Showcase Your Experience
Prepare specific examples from your past experience where you've successfully advised clients or resolved issues. This will help illustrate your expertise and how you can contribute to the team at William Dixon & Associates Ltd.
✨Ask Thoughtful Questions
Come prepared with questions that show your interest in the firm and the role. Inquire about their approach to client relationships or how they support ongoing professional development. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
