Mortgage and Protection Advisor - THE OPENWORK PARTNERSHIP : Job Details

Mortgage and Protection Advisor (Leads Provided)

Sutton, South London (hybrid role)

£25,000 - £35,000 depending upon experience and uncapped OTE

Are you an experienced Mortgage and Protection Adviser keen to join a thriving business, in an employed role, with opportunities for ongoing development, a flow of quality leads and a genuine opportunity to grow your reach your true earning potential?

This is a role well suited to an experienced and quality-focused Mortgage and Protection Adviser who wants to be part of a modern and evolving Financial Services Business with a bright future. To be successful in this role you will be passionate about exceeding expectations and consistently delivering great customer outcomes.

This role offers a solid supply of quality leads, a really positive working culture, and superb benefits, as well as a market leading salary and bonus package. Additionally, the business is renowned for its exceptional charity and community work and have an unrivalled reputation in the local market.

Core day to day duties will include:

• Responsibility for managing customer enquiries and following up on leads promptly
• Managing the Mortgage advice process end to end
• Responsibility for conducting a thorough fact find, carrying out the required product research and providing a suitable recommendation
• Working with customers to explore their longer-term protection needs and preferences; guiding them through a full suite of products and services
• Building outstanding client rapport to achieve high levels of protection conversion and generating positive reviews and securing future business
• You will be building and nourishing relationships with clients who really value quality service
• You will be provided with leads from varied sources but will also be obtaining referrals and maximising other new business opportunities
• You will have access to whole of market mortgage advice and will be responsible for cases from start to finish with the support of an administration team
• You will benefit from varied and flexible working options but ideally will spend at least one day per week in the office

If you are a talented and passionate Mortgage and Protection Adviser who comes from a whole of market, or brokerage background, and who genuinely puts the clients’ needs at the heart of everything you, then this may be the role you have been looking for!

This opportunity will suit a pro-active Mortgage adviser who is able to build lasting relationships based on trust. You must be self-motivated and confident to work independently.

We can consider experienced Mortgage Advisers at all levels, and you will receive a generous salary with commission as well as additional benefits and will benefit from the support of a great team of administrators, as well as an award-winning network.

If you are an experienced Mortgage and Protection Adviser who wants to work for a modern, forward-thinking and flourishing business, please get in touch to discuss further. We would love to hear from you and all conversations take place in the strictest confidence.

Talk to us for more information or drop your CV and contact details through and we will get back to you for a further discussion.

Synonyms: Mortgages, Mortgage Advice, Financial Services, Protection Advice, Protection Adviser, Insurance Adviser, Mortgage Broker, Mortgage Consultant, Financial Services Practitioner, Financial Planner