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Mortgage and Protection Specialist

2 months ago


Newark on Trent, Nottinghamshire, United Kingdom THE OPENWORK PARTNERSHIP Full time
Overview

We are seeking an experienced Mortgage and Protection Advisor to join our team at The Openwork Partnership, a leading Wealth Management Firm. As a self-employed advisor, you will be responsible for providing expert advice on mortgage and protection products to clients, building strong relationships with clients and lenders, and guiding clients through the application process.

Key Responsibilities
  • Provide mortgage and protection advice to clients, ensuring they receive tailored solutions to meet their needs
  • Maintain strong relationships with clients and lenders, fostering trust and loyalty
  • Assist clients with the application process, ensuring seamless and efficient outcomes
  • Stay up-to-date with industry developments and product offerings, providing expert guidance to clients
Requirements
  • 2+ years of mortgage advice experience
  • Strong mortgage marketing skills
  • CeMAP qualification
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving skills
  • Attention to detail and accuracy
  • Ability to work independently and remotely
What We Offer
  • Market-leading fee and commission split structure, 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 looking to become one, and are seeking a dynamic and exciting opportunity, we would love to hear from you.