Mortgage Advisor

The Openwork Partnership; Bedford; Hybrid; GBP 30,000 - GBP 35,000; Full time

Job summary

A financial advisory firm in the UK seeks an experienced Mortgage and Protection Adviser. You will provide expert advice on mortgages and protection products, managing cases from enquiry to completion with an administrative team. The role offers a basic salary of £30,000 – £35,000 with uncapped commission opportunities. Successful candidates will have at least 2 years' experience in mortgage advice and strong FCA compliance knowledge. This position offers flexible working arrangements with regular meetings in Milton Keynes.

Benefits

Company pension scheme

All leads provided

High earning potential

Qualifications

• 2 years+ of proven success in mortgage & protection advice (must have).
• Strong knowledge of FCA compliance.
• Driven, professional & client-focused.

Responsibilities

• Provide expert advice on mortgages and protection products.
• Manage cases from enquiry to completion with administrative support.
• Utilise CRM system to manage cases.
• Stay updated with industry trends and regulations through ongoing CPD.
• Maximise exclusive estate agency lead opportunities.

Skills

FCA compliance knowledge

Client-focused approach

Driven and professional

Tools

CRM system

Job description

As an experienced Mortgage and Protection Adviser with Octagon Financial you will provide advice to clients provided through a strong relationship with the estate agency team.

This role is flexible in terms of WFH. The main office is in Milton Keynes and there would be regular weekly meetings held there, so you would need to be in commutable distance.

The benefits

• £30,000 – £35,000 basic salary + uncapped commission opportunity (OTE £60,000+).
• Company pension scheme.
• All leads provided.
• High earning potential

Your responsibilities will include:

• You will provide expert advice and make recommendations on mortgages and protection products.
• Manage cases through from enquiry to completion, with support from an administration team.
• Stay current with industry trends and regulations through ongoing CPD.
• Maximise exclusive estate agency lead opportunities.
• Utilise CRM system to manage cases.

What will you need to succeed?

• 2 years + of proven success in mortgage & protection advice (must have).
• Strong FCA compliance knowledge.
• Driven, professional & client focused.

Why us?

At Octagon Financial we pride ourselves on the reliable, forward thinking and trustworthy advice we provide to our customers. We help customers navigate the options available to them through clear information and guidance, this in turn enables them to understand their choices and make informed decisions.

Octagon Financial offers mortgage and protection advisory services which are tailored to protect your home and meet your individual and family needs. We have over 20 years' experience in helping a wide range of customers from first time buyers to multiple let landlords.

Our many customers are at the heart of everything we do - we aim to get it right first time and that's why many of our customers wouldn't go anywhere else.