The Openwork Partnership
Mortgage & Protection Adviser
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This is a self employed role.
Are you an ambitious Mortgage & Protection Adviser, who is driven and looking for a business where you can grow, build long term relationships with a genuine desire to progress?
Are you looking for a bigger platform for your career?
Reliance Financial Services are expanding, seeking an experienced Mortgage & Protection Adviser who is dedicated to delivering exceptional, holistic advice and building lasting client relationships.
Operating on a self-employed basis, you will join Reliance 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 an experienced Mortgage Adviser looking for clear progression, then we'd love to hear from you.
Benefits of the role Supportive, growth focused environment Full admin support Generous commission structure No adviser fees Remote work available from anywhere in the UK Long term opportunity to move into Wealth Advising and buy into the business and potentially become a successor
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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 Reliance 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? CeMAP (or equivalent) qualification An entrepreneurial mindset 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 This opportunity suits an experienced Mortgage and Protection Adviser, whether you're currently self-employed or looking to transition into a self-employed with your own client bank or ability to generate leads, role seeking a long term place to grow and succeed. If you're looking for the next steps in your career but require the right place to do this, this could be the right fit for you.
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Why us? Reliance 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.
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