Job Description

The opportunity

As a Mortgage Adviser working with Financial Planning Solutions, you will be working as part of a close-knit team, providing exceptional service to clients and giving advice across mortgages and protection. Managing incoming enquiries, working with existing clients and growing your own client bank, you will have all the tools to take your first step into self-employment and shape your own future.



You will have the benefit of working closely with the firms Practice Principle who has some 40 years' experience in the industry. Working to support the servicing of a large client bank, you will support with any remortgage needs as well as bringing on new clients.



This is a self employed, flexible hybrid role, based in the firm's office in Acocks Green, Birmingham.

The benefits:

Competitive commission-based structure with 70% commission split on self-generated leads and 50% where leads are provided. No monthly fees. Some leads provided to help you build your business. This is a self-employed opportunity with a well-established and well-known firm in the area, with 3 months retainer to help get you started. Opportunities for growth, including potential business buyout options further down the line.

Your responsibilities will include:

Provide expert advice and make recommendations on mortgages and protection products. Manage cases through from enquiry to completion. Stay current with industry trends and regulations through ongoing CPD.

What will you need to succeed?

CeMAP (or equivalent) qualification is essential. Proven experience in providing mortgage advice. Strong communication skills with a client focus.

Why us?

Financial Planning Solutions is 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 so is somewhat of a democracy. 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.