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Mortgage advisor

Lincoln
Jr United Kingdom
Mortgage advisor
Posted: 24 August
Offer description

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About Aitana Financial Services

Founded in 1993, Aitana Financial Services now spans the entire country, focusing on providing tailored financial advice to clients. The company prides itself on the quality of its advice, which has driven growth through client recommendations, making it one of the largest entities within the Openwork Partnership network.

About the Role

Aitana is seeking experienced self-employed mortgage advisers to join its expanding team. This is a fully remote role where you will handle inquiries, manage your own schedule, and provide comprehensive advice and recommendations with support from an experienced administration team. You will engage with both new and existing clients and work with introducers to grow your referral network.

The Benefits

* Fully flexible remote working
* All IT equipment provided free of charge
* Commission split of 60/40
* Full leads provided
* Marketing materials and support to generate new opportunities

Your Responsibilities

* Providing high-quality mortgage and protection advice to clients
* Building and maintaining relationships with lenders and providers
* Staying updated with industry knowledge

What You Need to Succeed

* Full CeMap qualification or equivalent
* At least 12 months of experience in mortgage advice or administration
* Passion for customer service and achieving the right outcomes
* Professional attitude and rapport-building skills
* Excellent written and verbal communication skills

We seek mortgage advisers who prioritize clients and ensure they are at the center of your work. This role suits proactive advisers capable of building lasting, trust-based relationships. We are looking for motivated individuals eager to succeed, supported by a company committed to your growth and success.

Aitana Financial Services is part of The Openwork Partnership, one of the UK’s largest and most established financial advice networks. Being part of a larger organization offers numerous benefits, including an ownership structure owned by its firms, Bain Capital, and its employees, fostering a democratic environment. The partnership boasts extensive provider relationships, resources, and a dedicated Business School for development. Additionally, The Openwork Foundation has donated over £22 million to UK charities since its inception, providing opportunities for staff to give back to the community.

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