About the Firm
Oakwood Mortgage Services are based in Cranleigh and is a respected name in financial services, known for delivering tailored mortgage solutions and trusted client advice, evidenced by their 5 star Google rating.
Giving you the opportunity to join a firm where professionalism, expertise, and client confidence are at the core of everything they do.
About the Role
As a Mortgage Advisor at Oakwood Mortgage Services you will receive ongoing training and support from experienced professionals as well as marketing resources, you will be coached in growing your network, generating leads and working with introducers. With flexible hybrid working in bright and modern offices in Cranleigh. Combined with your drive and passion for providing great advice and incredible customer service you are destined to be successful.
The benefits for a Mortgage Advisor:
* Generous commission splits of up to 70% on self-generated business on a self-employed contract to allow for greater earning potential.
* Flexible Hybrid working.
* Lead Support: with a number of quality leads provided from a variety of sources you will continue to grow your client bank.
* Marketing support available to help grow your client bank including practice branded material and pre-approved social media posts.
* Ongoing training and support from experienced professionals.
* Pathway to achieve CAS (competent adviser status).
* Access to regular training and ongoing CPD (continuing professional development).
* Access to bright, modern offices in Cranleigh with client meeting rooms.
* Administrative support available in the future upon achieving required volumes, to help take your career further.
* Potential to move into full financial advice.
Your responsibilities as a Mortgage Advisor will include:
* Provide advice and recommendation on Mortgage and Protection products.
* Initially managing cases through from generating enquiries to completion.
* Nurture and build relationships to grow your business and gain referrals.
* Maintain relevant and up to date skills and knowledge through regular CPD (continuing professional development).
What will you need to succeed as a Mortgage Advisor:
* Must be CeMAP or CII Certificate in Mortgage Advice qualified or equivalent.
* Located within 60 minutes from Cranleigh for ongoing support, training, meetings and team building.
* Ability to communicate effectively and build rapport quickly.
Oakwood Mortgage Services 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, advisors 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.