As a Mortgage and Protection Adviser, your role is to proactively own and manage high quality mortgage, protection and GI advice following the Openwork Sales Process guidelines.
This is a permanent, hybrid role, based in our Swindon office, with the requirement to be in the office 3 days a week.
Join our mission to make financial advice accessible to everyone
The benefits:
- Salary - up to £45,000
- Bonus scheme - on target bonus - 10%
- Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
- Critical illness cover
- Income protection - 1x salary
- Death in service - 4x salary
- 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
- A range of other flexible benefits to include private medical insurance, dental insurance and much more.
Key Responsibilities:
- Managing communications with clients, advisers and 3rd party contacts.
- Demonstrating an excellent and comprehensive up to date knowledge of existing Openwork Mortgage, Protection & GI product suite.
- Identifying customer needs and provide accurate and compliant advice relevant to customer’s individual situation through professional and confident communication.
- Pro-actively follow up pipeline cases proactively and timely to establish a case resolution Ensuring that all cases follow the Openwork’s T&C Framework.
- Be responsible for the end to end advice process.
