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Attracting the next generation of aspiring Mortgage and Protection Advisers to the Openwork Partnership. To discuss our current opportunities call me…
About the Firm
As a well-established firm at The Openwork Partnership, LilleyCo Financial Services are based in the heart of Berkshire, providing tailored financial advice with a personal touch. Founded in 1990, they continue to grow and evolve to reflect a forward-thinking approach. With deep roots in the local community, they are known for their integrity, professionalism, and commitment to long-term client relationships.
About the Role
We’re looking for an enthusiastic, qualified mortgage advisor to join a growing team and drive growth and help mould the future of mortgages at LilleyCo. With access to an existing client bank there are many remortgage and switch leads available but there will also be a requirement to generate new business enquiries. The ideal candidate will take the time with each client to ensure they are directly and regularly in contact and that the client feels supported throughout the mortgage and protection process. This role is all about maintaining and building on existing trusted relationships, offering clear and honest advice, and guiding individuals and families through the mortgage process with confidence and care.
The benefits of being a Mortgage Advisor
* Basic salary of £30,000 to £40,000 (DOE) plus commission.
* Access to an existing client bank and ongoing referrals from the wealth advisers.
* Easily accessible offices with plenty of onsite parking.
* Hybrid working post probation.
* Company pension scheme.
* Death in Service.
* Dedicated and experienced administrative support.
* Ability to shape and grow the future of the Mortgage business.
* Ongoing support and training.
* Potential to gain further qualifications.
Your responsibilities as a Mortgage Advisor will include:
* Provide tailored mortgage and protection advice to clients based on their individual needs and circumstances.
* Build and maintain strong client relationships, offering ongoing support and advice beyond the initial transaction.
* Stay up to date with market trends, lender criteria and regulatory requirements.
* Contribute to the growth and direction of the mortgage business, playing an active role in shaping its future as part of a forward-thinking team.
What will you need to succeed as a Mortgage Advisor?
* Must have Mortgage advice qualifications – CeMAP, CII or equivalent.
* Enthusiastic and passionate about mortgages and motivated to succeed.
* Ambition to help lead and grow the mortgage business.
* Proactively engage in networking and encouraging referrals through existing relationships and social media.
LilleyCo Financial Services are part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees so is somewhat of a democracy. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.
Seniority level
* Seniority level
Associate
Employment type
* Employment type
Full-time
Job function
* Job function
Sales and Business Development
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