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.
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.
