Calluna Financial
Experienced Mortgage Advisor
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Experienced Mortgage Adviser - Calluna Financial
Location: 6 Primrose Street, Alloa
Hours: Monday to Friday, 9:00am–5:00pm, with a 30-minute unpaid break
Salary: £30,000 per annum plus commission
Commission:
- First £3,000 of banked income in a month: no commission
- £3,001–£6,500 of banked income: 15% commission
- £6,500+ of banked income: 30% commission
Full definitions, calculation method, eligibility, clawback treatment and payment timing will be confirmed in the written commission scheme.
Calluna Financial is looking for an experienced, commercially driven mortgage adviser to take ownership of an established opportunity base and help build the next stage of the business. Experience is the priority. This role may particularly suit an established self-employed adviser who has built a client book but now wants the stability, infrastructure and lead opportunities of an employed position.
The successful adviser will be expected to:
- Advise clients competently and compliantly from first conversation through to completion;
- Manage mortgage and appropriate protection opportunities as separate, clearly evidenced client outcomes;
- Generate leads proactively rather than rely only on opportunities handed to them;
- Use O’Malley Property’s vendors, buyers, applicants, landlords and local relationships as a responsible, consent-led source of mortgage and protection opportunities;
- Develop introducer and professional referral relationships;
- Maintain accurate CRM records, dated next actions, case notes and compliance evidence;
- Convert appointments into applications, completions and banked income while protecting client outcomes;
- Work collaboratively with O’Malley Property and the wider Calluna team.
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Essential:
- CeMAP or equivalent mortgage-advice qualification;
- Demonstrable experience advising and submitting mortgage business;
- Strong compliance discipline and a clear record of competent client advice;
- Evidence of lead generation, relationship building and commercial follow-through;
- Confidence handling complex cases and communicating clearly with clients and lenders;
- References and satisfactory regulatory, employment and background checks.
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Desirable:
- An existing client book or introducer network that can be transferred or developed lawfully;
- Experience advising on protection;
- Local market knowledge and experience working alongside estate agency.
We offer a stable salary, a transparent commission structure, an office base, brand and administrative support, and access to qualified opportunities created through O’Malley Property. In return, we want an adviser who is ambitious, accountable and prepared to help create demand—not simply wait for leads.
To apply:
Please send a CV and a short note covering your current role, competent-adviser status, typical monthly banked income, existing client or introducer relationships, notice period and why an employed growth role now appeals to you.
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