No experience necessary, all training provided as part of an academy programme
About the Firm
Milecross Limited is a modern, growing and forward-thinking business with ambitious growth plans.
They are a full-service Financial Planning business, offering retirement planning, savings and investments, mortgages, protection products, and a range of insurance services. They are currently looking for new Mortgage and Protection Advisers to support with the growth and development of the business and are passionate about offering opportunities to those new to the financial services industry and supporting them on their long-term career journey. Therefore, for this role, no previous experience is required.
About the Role
You may not have considered a career as a Mortgage Advisor but if you're looking for a role in which you can enhance the lives of your customers and truly make a difference, in a customer facing role with excellent income potential and growth opportunities, it could be well-worth considering.
The role arises at a key time for the firm's growth plans and you will benefit from immediate access to an existing client bank. Looking after clients across the greater Manchester area, this is a rare opportunity for individuals with no prior experience to advance from a Trainee Mortgage Adviser to an accomplished and highly regarded industry expert.
We recognise the need for new employees to collaborate and build their knowledge by gaining exposure to a wide range of customers, colleagues and situations, and as such, this role can offer you the opportunity to be part of a close-knit team of new joiners, exploring the world of Mortgage Advice together for the first time. You will benefit from training alongside each other and having time in the office together but you will have access to some home-working opportunities and as your experience and confidence builds, you'll be rewarded with increasing flexibility.
The benefits:
Salary - 25,000 - 35,000 basic salary dependent on experience
Uncapped commission, at an extremely generous rate
Regulatory qualifications and all exams and training paid for
You will be fully supported through training and provided with mentorship from an exceptional team
You will be provided with an existing client bank, leads from existing business streams, organic referrals, and will also be provided with the support to undertake pro-active business development
Pension Scheme and critical illness cover
Administrative support to enable you to focus on supporting your customer
You will be backed by an award-winning network
Your responsibilities will include:
You will be providing quality advice on all Mortgage and Protection needs, to a range of active clients across the Greater Manchester area
Responsible for managing client enquiries and the mortgage advice process end-to-end
Booking appointments, carrying out a fact find with each customer to understand their requirements and assessing the best available product for their specific needs and preferences
Researching mortgage products and making a suitable recommendation to the customer, whilst building outstanding client rapport to generate future business
Providing advice on relevant Protection products to meet customer needs
Undertaking ongoing industry specific training and development
You will be building and nourishing relationships with clients who really value quality service
Deliver outstanding levels of personal and professional integrity, updating knowledge of regulations, practices and financial products
Provide sound advice on Mortgage and Protection needs, to ensure clients meet their financial goals
What will you need to succeed?
This opportunity will suit a pro-active and high-energy individual, who is able to build lasting relations based on trust. You must be self-motivated and confident to work independently, but will be part of a flourishing team, with dedicated support provided by an award-winning network.
We can consider applications from aspiring Mortgage Advisers with some, or no, industry experience
Great time management skills and prioritisation skills
You'll need energy, drive and a positive approach to your career
The ability to build rapport quickly and to develop long term relationships
The desire to not just meet, but to exceed, customer expectations
The ability to work flexibly, managing your diary and time to suit your clients' needs
You will need to be based within close proximity to Heywood and the core client base
Why us?
Milecross Financial 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.
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