The opportunity This is an employed role, based out of the office in Hebburn. This firm are currently seeking a qualified Mortgage & Protection Consultant to join their established customer team. This role involves working with existing clients whose mortgage deals are approaching expiry, providing tailored advice and solutions within a supportive team environment. They have a strong reputation for staff development and actively encourage ongoing professional growth, with clear opportunities for career progression for the right candidate. What's in it for you? Basic salary starting at £27,500, rising to £30,000 upon achieving full CAS status On-target earnings of £45,000 - £60,000 No salary validation Uncapped commission structure Dedicated in-house mortgage progress team Full compliance and submission support The opportunity to work with a leading broker What will you need to succeed? CeMAP 1 qualification (CeMAP 2 & 3 desirable but not essential) Previous experience in a similar role Ability to work independently and use your own initiative Flexibility to work 5 days across a 7-day working week Why us? This firm 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.
Jun 09, 2026
Full time
The opportunity This is an employed role, based out of the office in Hebburn. This firm are currently seeking a qualified Mortgage & Protection Consultant to join their established customer team. This role involves working with existing clients whose mortgage deals are approaching expiry, providing tailored advice and solutions within a supportive team environment. They have a strong reputation for staff development and actively encourage ongoing professional growth, with clear opportunities for career progression for the right candidate. What's in it for you? Basic salary starting at £27,500, rising to £30,000 upon achieving full CAS status On-target earnings of £45,000 - £60,000 No salary validation Uncapped commission structure Dedicated in-house mortgage progress team Full compliance and submission support The opportunity to work with a leading broker What will you need to succeed? CeMAP 1 qualification (CeMAP 2 & 3 desirable but not essential) Previous experience in a similar role Ability to work independently and use your own initiative Flexibility to work 5 days across a 7-day working week Why us? This firm 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.
This is a self employed role. The Opportunit y This firm is seeking a driven, client-focused Self-Employed Financial Adviser to join its established and growing wealth team. This is a standout opportunity for an adviser who wants the autonomy of self-employment, backed by strong infrastructure, consistent lead flow, and a genuinely collaborative environment. You'll be stepping into an existing client bank (c.60 clients) from a departing adviser, giving you immediate income potential, alongside additional referrals from within the business and the opportunity to build further . What You'll Receive High-Earning Potential 60% adviser / 40% firm split No reduction on firm-generated leads Immediate Client Access Inherit a portion of an established client bank (c.60 clients) Ongoing servicing income from day one Additional client opportunities from internal succession planning Consistent Lead Flow Referrals from mortgage and wealth teams Strong cross-referral culture across the business Full Administrative & Paraplanning Support Dedicated support team (3 full-time + 1 part-time administrators) On-site paraplanning Allowing you to focus on advice, revenue generation and client relationships Compliance & Supervision Experienced internal supervisor support Collaborative Culture Modern, purpose-built office environment Open-door, supportive leadership style Established team of 7 advisers Strong emphasis on work-life balance and team integration How You'll Work Hybrid model with flexibility Minimum one day per week in the office to maintain collaboration and team integration Manage and grow a portfolio of clients Deliver ongoing reviews, holistic advice, and new business development Why Join? This is a rare opportunity combining Immediate earnings via an existing client bank Strong, transparent split Robust support infrastructure A genuinely positive and collaborative culture What We're Looking for Essential: Level 4 Diploma qualified (or equivalent) Current or recent experience as a Financial Adviser or Newly qualified with strong transferable experience of at least 2 years (e.g. paraplanner, senior administrator, mortgage adviser transitioning into holistic advice) Comfortable operating in a self-employed model Strong interpersonal and client relationship skills Professional, ethical and client-first mindset Desirable: Experience within a network model (experience with Openwork Partnership advantageous) Ability to generate new business alongside servicing existing clients Existing client relationships Ideal for advisers who want to maximise earnings without sacrificing support or environment. M P Warren & Associates 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.
Jun 05, 2026
Full time
This is a self employed role. The Opportunit y This firm is seeking a driven, client-focused Self-Employed Financial Adviser to join its established and growing wealth team. This is a standout opportunity for an adviser who wants the autonomy of self-employment, backed by strong infrastructure, consistent lead flow, and a genuinely collaborative environment. You'll be stepping into an existing client bank (c.60 clients) from a departing adviser, giving you immediate income potential, alongside additional referrals from within the business and the opportunity to build further . What You'll Receive High-Earning Potential 60% adviser / 40% firm split No reduction on firm-generated leads Immediate Client Access Inherit a portion of an established client bank (c.60 clients) Ongoing servicing income from day one Additional client opportunities from internal succession planning Consistent Lead Flow Referrals from mortgage and wealth teams Strong cross-referral culture across the business Full Administrative & Paraplanning Support Dedicated support team (3 full-time + 1 part-time administrators) On-site paraplanning Allowing you to focus on advice, revenue generation and client relationships Compliance & Supervision Experienced internal supervisor support Collaborative Culture Modern, purpose-built office environment Open-door, supportive leadership style Established team of 7 advisers Strong emphasis on work-life balance and team integration How You'll Work Hybrid model with flexibility Minimum one day per week in the office to maintain collaboration and team integration Manage and grow a portfolio of clients Deliver ongoing reviews, holistic advice, and new business development Why Join? This is a rare opportunity combining Immediate earnings via an existing client bank Strong, transparent split Robust support infrastructure A genuinely positive and collaborative culture What We're Looking for Essential: Level 4 Diploma qualified (or equivalent) Current or recent experience as a Financial Adviser or Newly qualified with strong transferable experience of at least 2 years (e.g. paraplanner, senior administrator, mortgage adviser transitioning into holistic advice) Comfortable operating in a self-employed model Strong interpersonal and client relationship skills Professional, ethical and client-first mindset Desirable: Experience within a network model (experience with Openwork Partnership advantageous) Ability to generate new business alongside servicing existing clients Existing client relationships Ideal for advisers who want to maximise earnings without sacrificing support or environment. M P Warren & Associates 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.
As a Financial Adviser at Parkway Consulting, you will be part of our close-knit and supportive team providing advice and guidance across pensions, investments and protection. You will work collaboratively with the existing advisers and administration team to ensure a holistic financial service is provided to clients. You will join a supportive and collaborative office environment that see the value in working closely both with clients and each other to ensure the best outcomes. There is a small bank of clients available for you to take on for ongoing servicing, as well as an opportunity to work with clients who have legacy policies, additionally we can provide some leads. However, you must be willing to actively grow your client book. This position is based Leamington Spa, CV34, with hybrid working options. The benefits Basic salary £40,000 - £60,000 + uncapped bonus potential. Company pension scheme. 21 days holidays + bank holidays + Christmas closure. Well known firm in the area with strong referral network and warm leads. Potential for admin support once established. Experienced and supportive team culture. Your responsibilities will include: Understanding client's financial goals, assessing their current financial situation, and advising on personalised strategies to meet these needs. Providing ongoing advice and regular reports in line with ongoing servicing agreements. Grow continued referrals through great advice and service. Stay updated with financial regulations through regular CPD. What will you need to succeed? Level 4 DipFA or CII Diploma or equivalent qualification required. You must have experience in giving financial advice and ideally you will have experience in Inheritance Tax Planning. You'll have excellent communication and customer service skills. Why us? Parkway Consulting 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.
Oct 29, 2025
Full time
As a Financial Adviser at Parkway Consulting, you will be part of our close-knit and supportive team providing advice and guidance across pensions, investments and protection. You will work collaboratively with the existing advisers and administration team to ensure a holistic financial service is provided to clients. You will join a supportive and collaborative office environment that see the value in working closely both with clients and each other to ensure the best outcomes. There is a small bank of clients available for you to take on for ongoing servicing, as well as an opportunity to work with clients who have legacy policies, additionally we can provide some leads. However, you must be willing to actively grow your client book. This position is based Leamington Spa, CV34, with hybrid working options. The benefits Basic salary £40,000 - £60,000 + uncapped bonus potential. Company pension scheme. 21 days holidays + bank holidays + Christmas closure. Well known firm in the area with strong referral network and warm leads. Potential for admin support once established. Experienced and supportive team culture. Your responsibilities will include: Understanding client's financial goals, assessing their current financial situation, and advising on personalised strategies to meet these needs. Providing ongoing advice and regular reports in line with ongoing servicing agreements. Grow continued referrals through great advice and service. Stay updated with financial regulations through regular CPD. What will you need to succeed? Level 4 DipFA or CII Diploma or equivalent qualification required. You must have experience in giving financial advice and ideally you will have experience in Inheritance Tax Planning. You'll have excellent communication and customer service skills. Why us? Parkway Consulting 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.
