• Function:
    Openwork Network
  • The opportunity

  • This is an employed role, based in Grays, Essex
     
    What's in it for you?
    • £25,000 – £30,000 basic (DOE) 
    • Bonus on self-generated business 
    • Full hands-on training + daily mentoring 
    • Work alongside an experienced ex-private banking adviser 
    • Clear progression into a fully-fledged adviser role with your own clients 
    • No cold calling – 100% referral-based business
    Looking to break into mortgage advice properly—not a call centre, but a genuine pathway to becoming a fully qualified adviser?
    Join the team in Essex, and be part of a growing referral-only mortgage & protection firm as a trainee adviser. 
     
     You’ll start supporting live cases and learning the full advice process:
    • Preparing documents & client files 
    • Speaking with clients and chasing information 
    • Sitting in on real client meetings 
    • Learning how to structure and deliver advice 
    As you develop, you’ll begin handling your own cases and building your pipeline.
  • What will you need to succeed?

    • Ambitious and motivated to build a long-term career 
    • Strong communication skills 
    • CeMAP qualified (or close to it) 
    • Any background in finance, property, sales or banking is a bonus 
  • Why us?

  • This firm 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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