Making a career transition from banking professional to adviser? Let’s grow together.
Are you ready to make a career change from banker to adviser?
Mortgage adviser is a familiar term to most banking professionals. We’re sure over the years that you will have experienced great relationships with advisers but do you know exactly what the job entails?
Let us take you through the entire journey, the steps to take, and pitfalls you may meet along the way to help you to make the right decision and ultimately build your own successful mortgage advising business.
Ready to take the next step? Get in touch with our Business Development Managers today to learn how we can support your transition from a banker to an adviser.
Support, Training & Guidance
Business Planning & Support
Your BDM will sit down with you to formulate a clear plan of action to achieve your goals. They will also put you in contact with the right lender representative and assist you on a complicated deal you’re working on.
Marketing
Brand development, lead generation, and client communication are crucial for the success of any business. Let us help you with your branding, develop marketing strategies, provide advice on existing marketing campaigns, and much more.
IT Support
Let our IT professionals set up your systems with cybersecurity measures in mind, ensuring your business stays protected from threats.
Infynity CRM Platform
Our CRM, Infynity, can help you stay organised and efficient by streamlining your pipeline with automation to save you time. It enables our advisers to automate their workflow, manage deals in one place, and deliver a superior customer experience.
Compliance
We simplify the process by guiding you through your obligations, taking the administrative burden off your shoulders. Even better, advisers who join us don’t need their own credit license, allowing them to operate with confidence under our framework. We handle the regulatory complexities so you can focus on growing your business.
Adviser Support Specialist
We have created a solution that takes care of your loan administration work for you and help free you up to focus on building your business. With this service, we can help you with CRM data entry, uploading compliance documents, completing loan application forms, co-ordinating with lenders and much more.
Women in Finsure
Women in Finsure is a supportive platform to ensure equality throughout our network and the finance industry as a whole. We want to celebrate achievements beyond loan settlement numbers, openly discuss the struggles our advisers are facing, and formulate solutions to overcome those hurdles. We are committed to educating and supporting those in our network who are looking to develop both personally and professionally.
So, whether you’re a mother who needs a flexible work arrangement and work-life balance, or a single operator who feels like they’re missing a sense of connection and support, our Women in Finsure community is all about giving our advisers the support and tools they need to propel themselves and their business forward.