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Mortgage & Protection Adviser (Partner), Swindon, Wiltshire
Client:
Location:
Swindon, Wiltshire, United Kingdom
Job Category:
Other
EU work permit required:
Yes
Job Views:
4
Posted:
31.05.2025
Expiry Date:
15.07.2025
Job Description:
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 receiving 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’, setting your working hours and location, with a structured environment to help you succeed.
Support Provided
* Guidance & support with obtaining introducers in your local area
* Company leads provided
* CRM system, templates & processes to ensure efficiency
* 121 Mentorship from our Founder for complex cases and finance topics
* Progression pathway to increase earnings
* Potential pathway to Wealth Adviser via The Openwork Partnership
* Competitive commission splits
As an appointed representative of The Openwork Partnership, you'll complete a training course before advising clients, mainly over the phone or via video call. You'll work within our CRM system managing the entire process.
Core Requirements & Expectations
* CEMAP Qualified
* Ideally CAS or working towards CAS
* Willing to self-generate some clients
* Provide exceptional advice from enquiry to completion
* Ensure client satisfaction and repeat business
* Advise on protection alongside mortgages
* Maintain high standards of compliance and quality
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