Job Description

An exciting opportunity is available for Mortgage Advisors wishing to further their career in the Financial Services Industry.

Collective Financial Planning are a team of Advisers specialising in Pensions, Investments, Mortgages and Protection.

We are seeking experienced Mortgage Advisors to join the team, continuing to deliver exceptional advice to clients around the country.

Roles & responsibilities of a Mortgage Advisor:

Conducting face-to-face, telephone or TEAMS appointments with clients Understanding client's needs, providing them with advice and recommendations relevant to their circumstances Ensuring you act with honesty and integrity, adhering to consumer duty standards Provide exceptional customer service by addressing client concerns promptly and professionally To comply with internal processes in a timely manner Self generating leads via marketing and networking

Qualifications and requirements for a Mortgage Advisor:

Full CeMAP qualification, CeMap Bridge, MAQ, CF1 & CF6 or equivalent. An appropriate Regulation and Ethics qualification at Level 3 or above - e.g., UKFR, CF1 / FPC1 / CeFA1 / RO1. Minimum 12 months experience A good understanding of the Mortgage Market Experience of Financial Services sales and understanding of compliance regulations Strong organisational and people skills Customer-focused mindset Driven to achieve results and good outcomes for clients A Full UK driving license and access to your own vehicle

Benefits as a Mortgage Advisor with Collective Financial Planning:

Career Growth: With support from your line manager, you will achieve a planned route of progression and support to grow your client base Supportive Environment: Collaborative team working together to support with internal referral opportunities and individual development Market Access: Advising on a wide panel of lenders and providers for Mortgage and Protection Systems: Training on all systems Training and Development: Support from your line manager to evaluate your strengths and weaknesses, enhancing and broadening your areas of expertise

Package- EMPLOYED:

Employed role with a rewarding commission structure. Salary to be negotiated depending on experience. 25,000-35,000 basic salary (OTE 60,000-100,000) Uncapped Commission. 50% commission on all self-generated leads Hybrid role, days to be negotiated. Our office is based in Milton Keynes

Package- SELF-EMPLOYED:

Rewarding commission structure. 75/25 Split with all other costs covered by Collective Financial Planning Work from home or hybrid role Potential to develop into Equity Release, Commercial and/or Pensions & Investments
If you are an experienced Mortgage Advisor with a proven track record and are eager to further your career within a supportive, professional and passionate team, we would like to hear from you! Ideally, we are looking for someone who is self driven with the eagerness to self-generate leads with a long term goal to going self-employed with us.

Job Types: Full-time, Part-time, Permanent

Pay: 40,000.00-100,000.00 per year

Additional pay:

Commission pay
Benefits:

Company events Company pension Free parking On-site parking Work from home
Application question(s):

Are you currently working as a Mortgage Adviser?
Experience:

Mortgage Advising: 1 year (required)
Licence/Certification:

CeMap (required)
Work Location: Hybrid remote in Milton Keynes