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Full Job Description
Company Description
Home Group Financial provides Financial Advice Services covering Wealth Management, including Pensions, Investments, Retirement Planning, Mortgages, and Protection. We support individuals and businesses with holistic Wealth Advice under one practice. Our focus is on delivering positive customer outcomes for personal and corporate clients through outstanding personal service and a tailored, friendly approach.
Role Description
This is a full-time, self-employed remote role as a Mortgage & Protection Adviser (Partner). As a Partner, you have the autonomy to build your own business and client base with the support of an existing brand and leads provided, as well as business support to achieve your earning and lifestyle goals.
The partner will be responsible for providing mortgage and protection advice to clients and tailoring financial products to meet client needs. The role includes conducting client consultations, research, and making formal Mortgage & Protection recommendations to clients.
You are ‘your own boss’; you set your working hours and location, and we provide a structured environment to help you thrive and succeed.
What support will you have?
* Guidance & Support with obtaining introducers in your local area to support building your own client base and introducers
* Company leads provided
* CRM system, templates & gated processes to ensure you hit the ground running with a process ‘that works!’
* One-to-one Mentorship from Our Founder to help develop your knowledge on complex cases, bridging, commercial, and development finance
* Progression Pathway to earn more % of your self-generated business
* Potential Road-Map to Wealth Adviser via The Openwork Partnership
* Competitive commission splits on self-generated and company-generated clients
We are an appointed representative of The Openwork Partnership and you'll be required to complete a training development course prior to commencing advice at Home Group Financial. You’ll be working with clients predominantly over the telephone or via video call if requested. You’ll be working within our CRM system that manages the process from enquiry, sourcing, and recommendation. We are a digital-first business.
Core Requirements & Expectations
* CEMAP Qualified
* Ideally CAS or working towards CAS
* Willingness to self-generate a proportion of your own customers
* Providing exceptional advice to all clients from enquiry to recommendation and completion
* Delighting clients throughout the process to ensure they return for future mortgage and protection needs and recommend your services
* Advise and recommend protection alongside mortgage recommendations
* High standards of business quality and compliance
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