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Mortgage & Protection Adviser (Partner), Kingston upon Hull, East Yorkshire
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, tailoring financial products to meet client needs. Tasks include conducting client consultations, research, and making formal Mortgage & Protection recommendations.
You are ‘your own boss’; you set your working hours and location. We provide a structured environment to help you thrive and succeed.
Support Provided
* Guidance & support with obtaining introducers in your local area to support building your client base
* Company leads provided
* CRM system, templates & processes to ensure you start effectively
* 121 Mentorship from our Founder to develop your knowledge on complex cases, bridging, commercial, and development finance
* Progression pathway to earn more % of your self-generated business
* Potential roadmap to Wealth Adviser via The Openwork Partnership
* Competitive commission splits on self-generated and company-generated clients
As an appointed representative of The Openwork Partnership, you'll complete a training course before advising clients, primarily over the phone or via video call. You'll work within our CRM system managing enquiries, sourcing, and recommendations, in a digital-first environment.
Core Requirements & Expectations
* CEMAP Qualified
* Ideally CAS or working towards CAS
* Willing to self-generate some clients
* Provide exceptional advice from enquiry to recommendation and completion
* Ensure client satisfaction for repeat and referral business
* Advise on protection alongside mortgage recommendations
* Maintain high standards of business quality and compliance
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