Mortgage & Protection Adviser (Partner) - #1768653
Home Group Financial
Company DescriptionHome Group Financial provides Financial Advice Services covering Wealth Management, including Pensions, Investments, Retirement Planning, Mortgages, and Protection. We support individuals and businesses with holistic Wealth Advice under one practice. Our focus is on delivering positive customer outcomes for personal and corporate clients through outstanding personal service and a tailored, friendly approach.
Role DescriptionThis is a full-time self-employed remote role as a Mortgage & Protection Adviser (Partner). As a Partner you have the autonomy to build your own business and a client base with the support of an existing brand and leads provided, as well as receiving business support to achieve your earning and lifestyle goals. The partner will be responsible for providing mortgage and protection advice to clients, and tailoring financial products to meet client needs.
The role includes tasks such as conducting client consultations, conducting research and making formal Mortgage & Protection recommendations to clients. You are ‘your own boss’, you set your working hours, location and we provide a structured environment to help you thrive and succeed. What support will you have?
Guidance & Support with obtaining introducers in your local area to support building your own client-base and introducers
Company leads providedCRM system, templates & gated-processes to ensure you hit the ground running with a process ‘that works!’121 Mentorship from Our Founder to help develop your knowledge on complex cases, bridging, commercial and development finance
Progression Pathway to earn more % of your self-generated business
Potential Road-Map to Wealth Adviser via The Openwork PartnershipCompetitive commission splits on self-generated and company-generated clients
We are an appointed representative of The Openwork Partnership and you'll be required to complete a training development course prior to commencing advice at Home Group Financial where you’ll be working with clients predominantly over the telephone or in some cases video-call should the client request. You’ll be working within our CRM system that manages the process from enquiry, sourcing and recommendation, we are a digital first business.
Core Requirements & ExpectationsCEMAP QualifiedIdeally CAS or working towards CASWillingness to self-generate a proportion of your own customers
Providing exceptional advice to all clients from enquiry > recommendation > completion
Delighting clients throughout the process to ensure they come back for a remortgage and recommend you
Advise and recommend protection alongside the mortgage recommendation
High level of business quality and compliance standards
How to apply
To apply for this job you need to authorize on our website. If you don't have an account yet, please register.
Post a resume