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Financial Adviser jobs in Burnham-on-Crouch

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    • We are open to speaking with advisers from a variety of backgrounds and experience levels.
    • Office culture around health and fitness.
    • View all Partnership Recruitment jobs - Colchester jobs - Mortgage Advisor jobs in Colchester
    • Salary Search: Mortgage Adviser salaries in Colchester
    • As Finance Business Partner you will be supporting the strategic development of each designated academy by working closely with the Head of Business Operations,…
    • You'll be a Level 4 qualified adviser, ideally with 1–3 years' experience, strong technical knowledge and a genuine passion for putting clients first.
    • Conduct regular financial reviews with clients.
    • This is an excellent opportunity for an adviser who enjoys building long-term client relationships and would…
    • Experience providing independent financial advice.
    • Comfortable using financial planning technology and CRM systems.
    • Realistic Earnings (including commission):* £65,000.
    • Essential:* *A full driving license and your own car*.
    • Benefits:* Holiday Commission, 33 days paid holiday,…
    • You'll be equally comfortable discussing complex planning strategies with clients as you are shaping a business plan, mentoring advisers and presenting…
    • We are open to speaking with advisers from a variety of backgrounds and experience levels.
    • Office culture around health and fitness.
    • Working closely with our Director of Financial Planning, you will have responsibility for providing holistic financial advice on a range of financial planning…
    • In this role, you'll provide high-quality administrative and operational support to both our clients and Wealth Managers, helping to ensure a seamless and…
    • You'll be a Level 4 qualified adviser, ideally with 1–3 years' experience, strong technical knowledge and a genuine passion for putting clients first.
    • Analyse clients’ financial situations to determine appropriate mortgage options.
    • 50/50 on introduced business.
    • 75/25 on self-generated business.
    • Full administration support: Dedicated support from application stage through to completion, allowing advisers to focus on advising clients.
    • Car Allowance:* £3,500 or Company Car - *Essential: *A full driving license.
    • Realistic Earnings (including commission):* £70,000 (uncapped—you’re in…
    • We aim to mix traditional methods with a modern approach, using cutting edge technology and our wealth of experience to deliver results for our clients.

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Job Post Details

Mortgage Adviser - job post

Partnership Recruitment
Colchester CO3 8AS•Hybrid work
Self-employed
You must create an Indeed account before continuing to the company website to apply

Job details

Job type

  • Self-employed

Location

Colchester CO3 8AS•Hybrid work

Full job description

The opportunity

We are seeking a Self-Employed Mortgage Adviser to join our successful and growing business based in Colchester, Essex. This opportunity has arisen following the departure of a long-standing adviser and presents an excellent opportunity to inherit referral opportunities whilst also developing your own client relationships.

Whether you're an experienced adviser with an established client bank or a motivated professional looking to take the next step in your advisory career, we'd love to hear from you.

What's in it for you?
  • Office culture around health and fitness
  • Self Generating business - 60% commission split plus retention of the broker fee.
  • Referral Business 50% Commission split
  • Leads available will lower split
  • Hybrid working options
  • Open to considering candidates with varying levels of experience.

About the Role

As a Self-Employed Mortgage Adviser, you will be responsible for:

  • Providing expert mortgage and protection advice to clients
  • Building and maintaining strong client relationships
  • Generating new business opportunities through networking and referrals
  • Managing the full mortgage application process
  • Identifying and discussing protection needs with clients
  • Delivering outstanding customer service throughout the client journey
  • Maintaining compliance with industry regulations and standards

What will you need to succeed?

About You

We are open to speaking with advisers from a variety of backgrounds and experience levels.

You will ideally have:

  • CeMAP qualification (or equivalent recognised mortgage qualification)
  • Previous mortgage advisory experience, although varying levels of experience will be considered
  • Strong communication and relationship-building skills
  • Self-motivation and entrepreneurial mindset
  • A professional and client-focused approach
  • The ability to generate and develop business opportunities
  • Strong organisational and time-management skills

Why us?

The Culture

The business prides itself on combining professionalism with a supportive and energetic working environment with the Colchester office located within a facility shared with a thriving CrossFit gym, and our Director, Mark, is heavily involved within the local CrossFit community and regularly supports fitness events across the area.

While a passion for CrossFit is certainly not essential, candidates with an interest in health, fitness, wellbeing, or community involvement are likely to feel particularly at home within the culture of the business.

Mark Burton Mortgage and Protection Services are 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. 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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