This is a full-time self-employed remote role as an experienced Mortgage & Protection Advisor (Partner).
Home Group Financial are recruiting, they are looking for experienced advisers to join their business and flourish.
As an adviser at Home Group Financial you'll have the autonomy to build your own business and 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 benefits:
- Be your own boss and set your own working hours and location.
- Company leads provided.
- Be part of a digital first business with a CRM system, templates & gated-processes to ensure you hit the ground running with a process ‘that works!’.
- Guidance & Support with obtaining introducers in your local area to support building your own client-base and introducers.
- 121 Mentorship from the Practice Principal to help develop your knowledge on complex cases, bridging, commercial and development finance.
- Full T&C support provided
- Fully approves marketing collateral for self generation
- Commission splits on company-generated leads of 40% and 70% on anything self generated
- Progression Pathway to earn more % of your self-generated business of up to 80%
- Potential Road-Map to Wealth Adviser via The Openwork Partnership.
Your responsibilities will include:
- Providing mortgage and protection advice to clients and tailoring financial products to meet their needs.
- Fact Finding and presenting
- Lender and provider liaising
- Conducting client consultations, performing research and making formal Mortgage & Protection recommendations to clients.
- Building relationships and rapport to gain trust with clients throughout the process to ensure long lasting business continues
- Maintain the reputation of Home Group Financial Ltd
What you’ll need to be successful in this role
- Ideally CAS or working towards CAS.
- Willingness to self-generate a proportion of your own customers, this is a must
- A route to market or lead source is advantageous bur not essential
- High level of business quality and compliance standards
- Excellent communication skills both written and verbal
Home Group Financial provides Financial Advice Services covering Wealth Management, including Pensions, Investments, Retirement Planning, Mortgages, and Protection. Supporting individuals and businesses with holistic Wealth Advice under one practice. With a focus on delivering positive customer outcomes for personal and corporate clients through outstanding personal service and a tailored, friendly approach.
Home Group Financial is 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 so is somewhat of a democracy. 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.
