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Mortgage advisor

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

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

About the Role

Aitana is seeking experienced self-employed mortgage advisers to join their expanding team. This is a fully remote role, where you will handle inquiries, manage your own diary, provide full advice and recommendations, and work with an experienced administration team. You will speak to new and existing clients and work with introducers to grow your referrals.

The Benefits

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

Your Responsibilities

* Maintain high standards when providing mortgage and protection advice to clients
* Build and maintain relationships with lenders and providers
* Stay up to date with industry knowledge

What You Need to Succeed

* Full CeMap qualification or equivalent to provide mortgage and protection advice
* At least 12 months of experience in mortgage advice or a related administrative environment
* Passion for customer service and achieving the right outcomes
* Professional attitude and rapport-building skills
* Strong written and verbal communication skills

We are looking for mortgage advisers who prioritize clients and ensure they are at the heart of everything they do. This opportunity suits proactive advisers capable of building lasting, trust-based relationships. We seek driven professionals eager for growth and supported by a company that fosters your 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 shared ownership—The Openwork Partnership is owned by its firms, Bain Capital, and its employees, fostering a democratic environment. It boasts a broad proposition, strong provider relationships, and substantial resources. The company emphasizes development through its Business School and supports community engagement via The Openwork Foundation, which has donated over £22 million to UK charities since its inception.

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