Location: Flexible / Home-Based Employment Type: Self-Employed Are you passionate about helping clients secure their dream homes and looking for a flexible, rewarding career? Open Vision Finance (OVF) is inviting motivated individuals to join our team as self-employed mortgage advisers. This is a fantastic opportunity to start your journey in the mortgage industry with the support and structure you need to succeed. As a Self-Employed Mortgage and Protection Adviser, you will be responsible for providing expert guidance to clients seeking mortgage solutions and protection products. You will work independently and have the flexibility to build your own client base while receiving the support of a well-established financial services firm.
- Client Consultation: Conduct thorough consultations with clients to understand their financial needs, circumstances, and goals.
- Mortgage Advice: Provide mortgage advice tailored to individual client requirements, including first-time buyers, buy-to-let investors, and remortgaging options.
- Protection Advice: Assess client needs for life insurance, critical illness cover, and income protection, offering appropriate solutions to safeguard their financial well-being.
- Market Research: Stay up-to-date with mortgage products and protection policies available from various providers to ensure clients receive the best advice.
- Application Management: Assist clients in completing mortgage applications and liaise with lenders, solicitors, and other relevant parties throughout the process.
- Compliance: Ensure all advice and documentation adhere to relevant regulations and company policies.
- Building a Client Bank: Actively network to build and maintain a strong client base, obtaining referrals and repeat business.
- Ongoing Support: Provide ongoing support to clients throughout the mortgage term and conduct regular reviews to ensure their financial products remain suitable.
- Experience: Previous experience in financial services, sales, or a related field is preferred but not necessary. We'd prefer a genuine desire to assist clients in navigating the mortgage advice process, as we can teach you the rest.
- Communication: Excellent interpersonal and communication skills, with the ability to explain complex information clearly.
- Drive and Ambition: We seek individuals who go out of their way to help clients, are not just standard 9-5 workers and possess the drive to exceed expectations and ambitions to succeed.
- Self-Motivation: Ability to work independently, manage time effectively, and meet targets.
- Competitive Package: Enjoy a competitive self-employed percentage split package to maximise your earnings as you grow your business. The commission structure is designed to reward hard work and dedication.
- Earn While You Learn: Benefit from a bonus on completed cases introduced to OVF, while you complete your qualifications.
- Client Bank Development (Whilst Qualifying): Build a strong client base while gaining experience. Clients referred by you will be marked as your own, allowing you to manage them in the future.
- Flexibility: Work from home or your preferred location, allowing for a work-life balance that suits your lifestyle.
- Mentorship and Support: Access to ongoing training, mentorship, and resources to help you develop your skills and advance your career.
- Networking Opportunities: Engage with a wide network of professionals in the industry, helping you to grow your business and client base.
If you’re passionate about helping clients achieve their financial goals and want to build a successful career as a self-employed mortgage and protection adviser, please send your CV and a cover letter to
[email protected] or phone 01823804472.
