Mortgage & Protection Adviser Full Time NEW

This is a self employed role, based in the Milton Keynes area

What’s in it for you?

• Support from the team and opportunity to develop
• Opportunity to develop into Pensions & Investments, Commercial Lending, Wills or Equity release if desired
• Joining a growing, forward-thinking company known for its collaborative culture
• Generous commission structure: 50/50 split on company-provided leads and 75/25 on self-generated business
• Intercompany wealth referral fees to enhance earning potential
• No adviser fees
• Flexible working arrangements, with a preference for individuals who value time in the office and team collaboration, as part of our company ethos
• Benefit from dedicated administrative support to streamline your workload

Are you qualified a Mortgage & Protection adviser driven to provide tailored support to clients with complex cases and sophisticated profiles?

Are you looking for the support and guidance to help you become successfully self-employed?

Are you an experienced adviser with a proven ability to self- generate leads, seeking a new home for your client bank where you can further develop your business?

Collective Financial Planning are expanding, seeking experienced Mortgage and Protection Advisers who are dedicated to delivering exceptional, holistic advice and building lasting client relationships. Operating on a self-employed basis, you will join the Collective Financial Planning family, gaining access to comprehensive support and the opportunity to develop your expertise alongside a team with decades of combined experience

Responsibilities of the role:

• Provide high-quality, client-focused advice aligned with individual needs and objectives
• Analyse clients’ financial situations to determine appropriate mortgage options
• Utilise the training and support provided by Collective Financial Planning and The Openwork Partnership
• Manage client records and ensure ongoing compliance with all applicable and current regulatory requirements.
• Promote your services through networking and marketing, to grow your client base

This opportunity suits an experienced Mortgage and Protection Adviser, whether you’re currently self-employed or looking to transition into a self-employed role seeking a long term place to grow and succeed.

If you’re looking for the next steps in your career but require greater support/leadership, this could be the right fit for you.

What you’ll need to succeed:

• CeMAP (or equivalent) qualification
• Strong track record of sales and building strong client relationships
• Self motivated with excellent communication skills
• Ambitious with entrepreneurial drive to develop your business network and client portfolio
• Good knowledge of industry regulations and compliance standards

Why us?

Collective Financial Planning are 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. 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.