Financial Adviser jobs in Bideford

Self Employed Mortgage Advisor (Leads Provided)

CMME Mortgages & Protection Ltd (OneDome)

CMME is a directly authorised mortgage brokerage, successfully helping clients since 2004. We're one of the UK’s largest firms and became part of the OneDome Group in 2023 - a fast-growing fintech reshaping the homebuying journey.

OneDome owns property portals OneDome.com and Nethouseprices.com, a wealth management arm, and has recently acquired Contractor Wealth, Albany Park Mortgages, Coreco, and Better.co.uk (Trussle) making it one of the UK’s largest integrated mortgage networks.

Join us and be part of a bold, innovative group transforming the future of homeownership.

As a valued member of the OneDome team, you’ll have exclusive access to:

• Highest Pay-Away Rates - Keep more of what you earn with market-leading commission structures from a Directly Authorised company
• Guaranteed Exit Value - Build a business that has value when you retire.
• Unique HomeBuyer Service - Offer a seamless, all-in-one homebuying experience, setting yourself apart from the competition.
• Cutting-Edge Technology - Automate workflows and streamline client management.
• Marketing & Compliance Support - Focus on advising while OneDome takes care of the rest.
• Steady Leads & Estate Agent Introductions - Access thousands of estate agency offices and property platform users actively looking for mortgage advice.
• Dedicated Business Development Support - A team that helps you grow your business, generate leads, and find new opportunities. You’re never on your own.

What do we expect?

• You have a strong track record as an employed or self-employed mortgage advisor
• You are self-sufficient and have an ambition to grow
• Strong sales skills
• Client service is paramount for you
• Strong communication skills
• Self-motivated

Responsibilities:

• To provide a mortgage advice service to clients.
• Identify and contact potential clients.
• Gather sufficient client information and identify client needs.
• Analyse information gathered and undertake sufficient research to make suitable recommendations.
• Complete all supporting documentation in an accurate manner.
• Ensure that the level of service, as agreed with each client, is delivered in a timely manner.
• Attain and maintain competent status as defined by the FCA and the firm.
• Keep up to date with new products, technical or legislative changes within the marketplace.
• Always comply with the Compliance and Training & Competence Schemes/Procedures of the firm.
• Always comply with the requirements of the Financial Services and Markets Act 2000 and the FCA’s Principles, Rules and the Code of Practice for Approved Persons.
• Maintain performance standards in accordance with those outlined in the Key Performance Indicators section of the firm’s Training & Competence scheme.
• Via self-assessment and feedback, identify Continuing Professional Development (CPD) needs to maintain and enhance Competent status and undertake appropriate activity to meet those needs.

Job Types: Full-time, Permanent

Pay: £60,000.00-£80,000.00 per year

Additional pay:

• Commission pay

Benefits:

• Work from home

Experience:

• mortgage advise: 1 year (preferred)

Licence/Certification:

• CeMAP qualification or an equivalent mortgage certification (required)

Work Location: In person