Mortgage and Protection Advisor (Self-Employed)
Overview
I am delighted to be supporting one of our extremely successful Mortgage and Wealth Management Firms, Fiducia Financial Planning, in their search for an experienced mortgage & protection advisor to join their growing team on a self-employed basis.
This firm was founded 20 years ago and provides not just mortgages but financial services and
commercial finance.
It is a one-stop shop that helps a lot of people in different financial areas. They believe in supporting clients for better outcomes, brighter financial futures and more meaningful moments.
Their approach focuses on making a difference, rather than just being about money.
Being part of The Openwork Partnership allows them to offer top-notch support and broad access to the marketplace.
Role Description
This is a full-time remote role for a self-employed Mortgage and Protection adviser.
The adviser will be responsible for providing advice on mortgage and protection products to clients, maintaining relationships with clients and lenders, and assisting clients with the application process.
Trading styles welcome for those that are more established and would benefit from this
Qualifications/Experience
2 years + mortgage advice experience
Mortgage marketing skills
CeMAP qualified
The ability to explain complex information clearly and simply
Excellent communication and interpersonal skills
Strong analytical and problem-solving skills
Attention to detail and accuracy
Ability to work independently and remotely
What is on offer
Market leading fee and commission split structure, which is negotiable on volume
Ongoing business development and training (where necessary)
Marketing support including social media
Support to help you build your client base
Next steps...
If you are a motivated self-employed mortgage advisor or would like to be and you are looking for an exciting opportunity to join a successful and dynamic team, I would love to hear from you.
Fiducia Financial Planning is an appointed representative 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 appointed representative firms, Bain Capital and its employees so is somewhat of a democracy, it boasts a broad proposition with deep ties to providers, being one of the largest advice networks in the UK The Openwork Partnership 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 Partnership comes together through the Openwork Foundation – who have donated over £22m to UK registered charities since it was founded.