The Openwork Partnership
Mortgage & Protection Adviser
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This is a self-employed role.
Are you qualified as a Mortgage & Protection 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?
Sense Financial are expanding, seeking an experienced Mortgage and Protection Adviser who are dedicated to delivering exceptional advice and building lasting client relationships.
Operating on a self-employed basis, you will join the Sense Financial team, gaining access to comprehensive support and the opportunity to develop your expertise alongside a team with decades of combined experience
If you're experienced and passionate about helping people, then we'd love to hear from you.
Benefits of the role
- Support from the team and opportunity to develop
- Generous commission structure: 65/35 on all procuration and adviser fees plus the first year's premium equivalent on any protection policies
- No adviser fees
- Flexible working arrangements, work anywhere from the UK
- Full compliance support
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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 Sense Financial 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
- 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 role seeking a long-term place to grow and succeed.
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If you're looking for the next steps in your career but require greater support/leadership, this could be the right fit for you.
Why us?
Sense Financial are part of The Openwork Partnership, who are one of the UK's 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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