• All LocationsAll Locations:
    Home Based
  • Function:
    Openwork Network
  • The opportunity

  • Are you an experienced financial adviser in or around the Leamington Spa area that puts the client first and makes sure they are at the heart of everything you do?

    This is a fantastic opportunity to join a well-established financial advisory business on a self employed basis with a real quality focused ethos.

    You'll be working within a flourishing and supportive team of mortgage and financial advisers, with dedicated support provided from an award-winning network.

    You will deal with incoming leads as well as generating new business and working with introducers to further grow your referrals, alongside the support of an experienced administration team.

    There is an outstanding opportunity for a pro-active and motivated mortgage adviser to be part of a flourishing business and help take it into the future and lead to incredible success.

    The firm can provide you with unrivalled support and training to help you reach your full potential. Professional offices to work from on a hybrid basis.

    The benefits
    • Very attractive commercial terms
    • Admin support available
    • Ongoing development and training (where required) The potential to move into financial planning is available
    • Opportunity for potential part ownership in the future
    Your responsibilities will include:
    • Providing technically competent advice to clients
    • Creating and maintaining professional relationships with lenders and providers
    • Network to increase business opportunity
    • Building lasting and meaningful client connection
  • What will you need to succeed?

  • Qualifications/Experience
    • CeMAP qualified with 2 years + mortgage advice experience or less if you have a strong "route to market"
    • Mortgage marketing skills
    • The ability to explain information clearly and simply
    • Excellent communication and interpersonal skills
    • Strong analytical and problem-solving skills
    • Attention to detail and accuracy
    • Ability to work independently

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