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Mortgage and Protection Adviser – Self-Employed

Are you a qualified mortgage adviser looking to take control of your career?

Do you:

  • Want to set your own working hours?
  • Possess strong organisational skills, drive, and motivation?

We are seeking enthusiastic qualified advisers, whether experienced or newly qualified, to join our team as full-time, self-employed mortgage and protection advisers.

About Us

Established in 2004, we have spent over two decades helping advisers across the UK achieve success through independence. Operating nationwide, we are a trusted name in the industry, known for fostering long-term adviser relationships and adapting to the evolving financial services landscape.

Our focus on innovation and adviser empowerment has enabled us to build a supportive environment where individuals can thrive. By leveraging our expertise and the strength of the Openwork Partnership, we aim to set advisers up for a sustainable and rewarding career.

What We Offer

Joining our team means you’ll benefit from:

  • Independence: The freedom to run your own business and define your own schedule.
  • Support and Resources:
    • Full compliance supervision and professional indemnity insurance to protect you in your advisory role.
    • Dedicated administrative assistance to manage case processing efficiently.
    • Dedicated IT support to ensure you have the technical assistance needed for smooth operations.
    • Social media marketing guidance, pre-approved content, and a dedicated webpage to enhance your visibility.
    • A Data Protection Licence.
  • Personal and Professional Growth:
    • Ongoing training, development, and mentoring tailored to your experience level.
    • Direct mentorship from our practice principal, who has over 25 years of experience in advising clients and training advisers with a proven track record.
    • The opportunity to train as a wealth adviser and enter the investment and financial planning market through Openwork’s Training Academy.
  • Financial Rewards:
    • Competitive commission structure to maximise your earnings potential.

 

Why Openwork?

As part of the Openwork Partnership, one of the UK’s largest and longest-standing financial advice networks, you’ll gain access to:

  • Extensive Product Range: A broad panel of lenders and protection providers to meet diverse client needs.
  • Award-Winning Support: Recognised for exceptional training, compliance, and business development services.
  • Reputation and Trust: A well-established network that ensures quality advice and adviser success.
  • Innovative Technology: Cutting-edge tools and systems to streamline your business processes.

In addition, you’ll be part of a network that supports the Openwork Foundation, a charitable initiative that has raised millions of pounds to make a positive impact on communities and individuals in need.

What We’re Looking For

We’re seeking advisers who:

  • Drive & Ambition:
    • Are highly motivated to grow their own business.
    • Understand that while leads may occasionally be provided, success in this role requires a proactive approach to generating your own leads and building long-term client relationships.
  • Preparedness:
    • Hold a full CeMAP or equivalent qualification.
    • Have a strong credit history, no regulatory breaches, and are not restricted by any lenders.
    • Possess a full driving licence for in-person client meetings when necessary.
  • Communication & Networking:
    • Have excellent interpersonal and networking skills to build rapport, establish trust, and secure ongoing client engagement.
    • Are comfortable using social media and other tools to promote their services effectively.

 

Why Join Us?

This is a fantastic opportunity for advisers ready to take their careers to the next level. With mentorship from an experienced practice principal, full support from Openwork, and the opportunity to train as a wealth adviser, you’ll have all the tools and resources needed to succeed.

If you’re passionate about providing top-tier mortgage and protection services and meet the requirements above, we’d love to hear from you.

Apply now and take the first step towards building a rewarding and independent career.