This is a self employed role, based remotely.
What's in it for you?
* Support from the team and opportunity to develop
* Joining a growing, forward-thinking company known for its collaborative culture
* Generous commission structure
* Remote work available from anywhere in the UK
Are you qualified a Mortgage & Protection or Equity Release adviser driven to provide tailored support to clients with complex cases and sophisticated profiles?
Are you looking for the support and guidance to help you become successfully self-employed?
Are you an experienced adviser with a proven ability to self- generate leads, seeking a new home for your client bank where you can further develop your business?
Concept Financial Services are expanding, seeking experienced Mortgage & Protection or Equity Release Advisers who are dedicated to delivering exceptional, holistic advice and building lasting client relationships.
Operating on a self-employed basis, you will join Concept Financial Services, gaining access to comprehensive support and the opportunity to develop your expertise alongside a team with decades of combined experience.
If you're experienced in Mortgages, Protection or Equity Release and passionate about helping people, then we'd love to hear from you.
Responsibilities of the role:
* Provide high-quality, client-focused advice aligned with individual needs and objectives
* Analyse clients’ financial situations to determine appropriate mortgage options
* Utilise the training and support provided by Concept Financial Services and The Openwork Partnership
* Manage client records and ensure ongoing compliance with all applicable and current regulatory requirements.
* Promote your services through networking and marketing, to grow your client base
What will you need to succeed?
* Experience of Equity Release advising desired but not essential
* Strong track record of sales and building strong client relationships
* Self-motivated with excellent communication skills
* Ambitious with entrepreneurial drive to develop your business network and client portfolio
* Good knowledge of industry regulations and compliance standards
Why us?
Concept 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. 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.
Base salary £27,500 with OTE of £45,000-£60,000
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