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Mortgage Advisor

THE OPENWORK PARTNERSHIP
Posted 10 days ago, valid for a month
Location

Bristol, City of Bristol BS6 5EX

Salary

£30,000 - £36,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A Bristol-based firm is seeking a Mortgage Advisor with a minimum of 1 year of advising experience and a CeMAP or CII Certificate in Mortgage Advice qualification.
  • The role involves conducting client fact finds, providing mortgage and protection advice, and managing applications from inquiry to completion.
  • The position offers a competitive commission split of 70% on self-generated business and 50% on provided leads, with no monthly fees.
  • The firm promotes a flexible working environment, allowing home working and autonomy over scheduling client meetings.
  • Candidates passionate about delivering excellent customer service are encouraged to apply for this opportunity with a supportive team.

We are hiring for a firm who take pride in providing honest, simple and trustworthy advice to clients in and around the Bristol area and beyond. Having been established for over 10 years, they have extensive industry experience and a wealth of 5* reviews, that are testament to their customer service. They are now looking to take on a like minded adviser, supporting you with leads, great commission splits and giving you the autonomy over your diary to deliver outstanding advice and service.

Mortgage Advisor - Roles & Responsibilities:

  • Carry out client fact finds and collate supporting documents.
  • Give advice and make recommendations on Mortgages and Protection products.
  • Manage applications through from initial enquiry to completion.
  • Complete continued professional development to ensure you stay up to date on industry regulation and products.

Mortgage Advisor - Required Skills & Qualifications:

  • CeMAP or CII Certificate in Mortgage Advice qualified.
  • Excellent communication skills.
  • Minimum of 1 year experience advising.
  • Experience in providing Protection advice or a willingness to learn.

Mortgage Advisor - Benefits:

  • Competitive Commission Split: Enjoy an attractive commission split of 70% on any self generated business or 50% on leads provided.
  • Leads Provided: Quality leads can be provided from an existing client bank with a high conversion rate.
  • No Monthly Fees.
  • Home Working.
  • Autonomy over your diary.
  • No micromanagement.
  • Flexible Client Meetings: They understand the importance of flexibility. Meet your clients virtually, by phone, or in person at a time and place that suits them.
  • Training and development to expand your knowledge and polish your skills.

If you are passionate about providing clear advice and outstanding customer service and are ready to take your next step as a Mortgage Advisor, we have the place for you. Become part of a team that values expertise, flexibility, and client satisfaction.

Apply now to take the next step as a successful Mortgage Adviser.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.