The Openwork Partnership
Mortgage & Protection Adviser
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Mortgage & Protection Adviser - Employed
Location: Stourbridge, West Midlands
Work Arrangement: Hybrid (3 days office / 2 days home working)
What's in it for you?
- Salary: £30-36k per annum basic salary (£50k+ OTE)
- Bonus and Commission: Attractive structure
- Leads: Approximately 40 generated leads per month
- Opportunities: Mortgage and protection
- Support:
- Dedicated case management support
- Technical administration support
- Hybrid working arrangement
- Lead Source: Established estate agency
- Brand and Reputation: Strong local brand and reputation
- Training and Development: Ongoing support
About the Role
Infinity Financial Advice is seeking an experienced Mortgage & Protection Adviser to join its growing business. This is a fantastic opportunity to work with a well-established and highly regarded mortgage practice that benefits from a strong local reputation, a prominent high street presence, excellent estate agency relationships, and a consistent flow of leads.
You'll be joining a business that allows advisers to focus on what they do best: advising clients and writing business. With dedicated case managers and technical administration support handling much of the post-sale process, you'll have the infrastructure needed to maximise your earning potential.
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Responsibilities
- Provide high-quality mortgage and protection advice to new and existing clients
- Manage and convert estate agency generated leads
- Build and maintain strong relationships with estate agency partners
- Conduct client fact-finds and recommend suitable mortgage and protection solutions
- Manage a busy pipeline of new enquiries, applications, and follow-up appointments
- Deliver exceptional customer service throughout the client journey
- Maintain accurate client records and ensure compliance with regulatory requirements
- Work collaboratively with case managers and support staff to ensure positive client outcomes
- Proactively generate additional opportunities through referrals and existing relationships
Requirements
- Qualification: CeMAP (or equivalent) qualified
- Experience:
- Previous experience as a Mortgage Adviser
- Experience writing both mortgage and protection business
- Skills:
- Strong sales and relationship-building skills
- Ability to work effectively in a fast-paced, high-volume environment
- Excellent organisational and time-management skills
- Comfortable managing multiple cases and competing priorities
- Self-motivated, resilient, and commercially driven
- Strong understanding of FCA and regulatory requirements
- Other:
- Full UK driving licence
- Ability to commute to Stourbridge regularly
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Why us?
Infinity Financial Advice is part of The Openwork Partnership, 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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