About the Firm
Established for over 30 years, William Dixon & Associates Ltd pride themselves on friendly jargon free advice for all. Offering holistic advice across pensions, investments, mortgages, life insurance, inheritance tax planning and retirement planning.
With a team of high qualified and experienced advisers, they enjoy working collaboratively to provide support and guidance to their colleagues and clients alike.
About the Role
As a Mortgage advisor, you will be part of a close-knit and supportive team to service new and existing clients as well as continuing to build and nurture relationships and gain new referrals, adding to the continued growth of the firm.
With a supportive management team, energetic colleague collaboration and flexible working allowing you to work from home 3 days per week, you will be supported to achieve every success.
The benefits for a Mortgage Advisor:
* Basic Salary of £28,000 to £35,000 DOE
* Monthly commission paid on all bankings.
* Company benefits including 3x Death in service and company pension.
* Hybrid working, 2 days in the office on a Tuesday and Thursday.
* Leads provided from existing proven client bank and many more opportunities from referring financial advisers.
* Peer support with a close knit team of advisers and accessible directors to fuel your growth with support and challenges.
* Access to highly knowledge admin team to help with any processing queries and the potential for ongoing admin support.
* Scenic and peaceful offices with client meeting rooms, free parking and onsite café/bar.
* Flexibility to conduct client meetings in person or remotely as your clients require.
* Regular training sessions. Including quarterly one to ones, twice-yearly whole firm meetings and regular external speaker.
* Regular social events.
* Strong ethical values with a family feel that always ensures the right advice for clients and value their advisers.
* Recognise success and facilitate progression, with the potential to achieve further financial advice qualifications.
Your responsibilities as a Mortgage Advisor will include:
* Understand clients' individual circumstances and requirements and make recommendations on Mortgage and Protection products.
* Build and nurture relationships with clients, peers and introducers alike to help grow the business.
* Carry out continued professional development to ensure you stay up to date on industry regulation and products.
What will you need to succeed as a Mortgage Advisor:
* CeMAP or CII Certificate in Mortgage Advice qualified is a must.
* Experience of providing advice on Mortgage and Protection products preferred.
* Excellent communication skills and customer service standards.
* Commutable weekly to Corsham.
William Dixon & Associated Ltd 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, advisers 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.