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Mortgage Adviser

THE OPENWORK PARTNERSHIP
Posted 21 days ago, valid for a month
Location

Peterborough, Cambridgeshire PE7 3HH, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

SonicJobs' Terms & Conditions and Privacy Policy also apply.

Sonic Summary

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  • The position of Mortgage Adviser offers a salary ranging from £30,000 to £37,000, along with bonuses and benefits, in an employed role within the East Anglia region, working remotely.
  • Candidates should be experienced Mortgage and Protection Advisers who are self-motivated and capable of building lasting client relationships based on trust.
  • You will manage client enquiries, oversee the advice process, and proactively work with an existing client bank while driving new business through various networking activities.
  • The role provides access to quality leads and an active client bank, with support from a dedicated team and opportunities for long-term career development.
  • If you are passionate about delivering great customer outcomes and exceeding client expectations, this opportunity may be ideal for you.

Mortgage Adviser

£30,000 - £37,000 basic plus bonus and benefits (employed role)

East Anglia region, working remotely

Are you a Mortgage and Protection Adviser keen to join a thriving business who can provide you with quality leads and an active client bank, as well as opportunities for long term development, and genuine opportunities to grow your career and reach your potential?

This is an employed Mortgage and Protection Adviser position, for a quality focused and modern Financial Advice business. As such, you’ll be part of a flourishing team, with dedicated support provided by an award-winning network. You will have access to an active client bank and a flow of leads, but you will also be building a Business Development and Lead Generation plan, with the support of the business, to further grow your customer base, and reach your income potential.

This opportunity will suit a pro-active Mortgage adviser who is able to build lasting relationships based on trust. You must be self-motivated and confident to work independently.

We can consider experienced Mortgage Advisers at all levels, and you will receive a generous salary with commission and an uncapped OTE.

If you are a talented and passionate Mortgage and Protection Adviser who puts the clients’ needs at the heart of everything you do and are passionate about exceeding expectations and delivering great customer outcomes, then this may be the role you have been looking for!

  • You will be responsible for managing client enquiries and overseeing the advice process end to end
  • Working remotely but with the support of a larger head office function and admin support team
  • Building and nourishing relationships with clients who really value quality service
  • Proactively working with an existing client bank to review mortgage and protection needs
  • Driving additional new business through various networking activities, such as networking, seminars as well as obtaining referrals
  • Identify opportunities for seminars, sponsorship and other promotional activities to leverage business generation activity
  • Analyse information and make recommendations best suited to individual clients' requirements
  • Review and respond to clients changing needs and financial circumstances, maintaining regular client contact.
  • Meet the regulatory aspects of the role, including requirements for disclosure, cost of the services provided and suitability of advised products.
  • Consistently developing your knowledge of the Openwork mortgage and protection proposition
  • Keep up to date with financial legislation and participating in CPD

If you are a qualified and experienced Mortgage and Protection Adviser who wants to work for a modern, forward-thinking and flourishing business, please get in touch to discuss this excellent opportunity further.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

SonicJobs' Terms & Conditions and Privacy Policy also apply.