This is a self employed role, based in the Milton Keynes area
What's in it for you?
- Support from the team and opportunity to develop
- Opportunity to develop into Pensions & Investments, Commercial Lending, Wills or Equity release if desired
- Joining a growing, forward-thinking company known for its collaborative culture
- Generous commission structure: 50/50 split on company-provided leads and 75/25 on self-generated business
- Intercompany wealth referral fees to enhance earning potential
- No adviser fees
- Flexible working arrangements, with a preference for individuals who value time in the office and team collaboration, as part of our company ethos
- Benefit from dedicated administrative support to streamline your workload
Are you qualified 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?
Collective Financial Planning are expanding, seeking experienced Mortgage and Protection Advisers who are dedicated to delivering exceptional, holistic advice and building lasting client relationships. Operating on a self-employed basis, you will join the Collective Financial Planning family, gaining access to comprehensive support and the opportunity to develop your expertise alongside a team with decades of combined experience
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 Collective Financial Planning 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
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.
If you're looking for the next steps in your career but require greater support/leadership, this could be the right fit for you.