Job Description

The opportunity

A well established bespoke firm that is passionate about providing a tailored, holistic wealth management service to private clients and businesses to assist them to meet their long-term financial objectives.



The firm prides itself on working in partnership with its clients, to establish a relationship that is built on mutual trust; fully understanding their circumstances, aspirations and goals. They believe this is fundamental to the financial planning process and helps facilitate substantial and long-term prosperity.



About the Role:

We are seeking a knowledgeable and dedicated Mortgage and Protection Adviser to join our dynamic team. In this role, you will be responsible for guiding clients through the mortgage process, providing expert advice on options, and ensuring compliance with industry regulations. You will be passionate about protection and driven to provide a fantastic client experience.



In this role you will work alongside a team of Wealth Advisers, advising on all mortgage and protection matters for the firms' clients, to ensure they receive a full holistic planning service. You will be supported by a team of three administrators to allow you to focus on advice, not paperwork.



This role is based in the firms Leicester office with hybrid working options.



The benefits:

Basic salary - 35,000 + competitive bonus opportunity Workplace pension (5% employer and 3% employee equivalent) 23 days holiday allowance, plus public holidays, with the option to purchase or sell up to 5 days holiday entitlement per year Private medical scheme, following successful completion of 6 months' probation Hybrid working up to 1 day a week from home in addition to flexible working for appointments Funding and support for professional development Discounts on our services Referral scheme.



Your responsibilities will include:

Provide expert advice and make recommendations on mortgages and protection products. Work collaboratively with a team of administrators to ensure clients receive a high-quality service. Stay current with industry trends and regulations through ongoing CPD.

What will you need to succeed?

o CeMAP (or equivalent) qualification is essential.

Proven experience in providing mortgage and protection advice. Passion for ensuring your clients is properly protected.

Why us?

This firm 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.