Newbury - Mortgage Advisor
Self-employed Mortgage Advisor
Remote working
Negotiable commission
This opportunity is going to appeal to mortgage brokers that are looking to work on a self-employed basis within an established Financial Advisory business. The business is looking to take on mortgage brokers who can bring some clients with them, but also, who are able to self-generate new business opportunities.
If you're keen to take advantage of this opportunity, the business want to help makes things a success for you and will consider financing new business activity that you wish to undertake. This might incorporate using lead generation services, developing professional connections or something else you want to try.
For your existing clients where there is a need for wider financial planning, you can introduce these to a wealth adviser within the firm. In addition to looking after your clients and strengthening your relationship, you will also receive a referral fee for these introductions.
The business
The business was formed over 10 years ago by experienced financial professionals and has gone from strength to strength in that time. The firm are in a period of growth and this represents the latest in a number of recent appointments. As such, this presents an opportunity to become part of a strong, successful and growing business.
The Role:
The role is fully remote with no office visits required and therefore, you can work anywhere in the UK. Working on a self-employed basis enables you to have control how you work most effectively. In addition to the ability to provide wider wealth advice to your clients, you will also benefit from administration and compliance support.Support, guidance and training as well as funding for new business activity are also provided.
Earningsandcosts- Negotiable commission based on your needs
- Occasional lead support from wealth advisors
- No monthly costs
Essential Skills and Qualifications:
- The business is looking for an experienced advisors who can bring clients with them
- CAS and broking experience required
If this sounds of interest, please apply now!
Synonyms - Mortgage adviser, Mortgage broker.