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Financial Services Specialist
2 months ago
Unlock Your Potential as a Self-Employed Mortgage Adviser
Key Responsibilities:
- Meet performance targets and deliver high-quality mortgage advice to clients
- Conduct thorough fact-finding to establish clients' current finances and future aspirations
- Provide expert guidance on various mortgage options and ensure regulatory documentation is completed on time
- Stay up-to-date with new mortgage products, protection services, and industry developments
- Maintain a deep understanding of the Financial Services industry and its key concepts
About Quilter Financial Planning:
As a leading business in the financial services sector, Quilter Financial Planning offers a unique opportunity for self-employed mortgage advisers to build their own business while benefiting from the support, training, and resources of an established company.
Benefits:
- 100% flexible working arrangement, allowing you to work from home and manage your schedule effectively
- Quarterly meetings in London to ensure collaboration and knowledge sharing
- Development support towards a full financial adviser role, if desired
- Top-quality pre-qualified leads supplied to help you grow your business
Requirements:
- CEMAP or relevant mortgage qualification
- Minimum 1 year of experience as a mortgage adviser
Join Our Team:
Quilter Financial Planning is committed to providing a supportive and dynamic environment for our self-employed mortgage advisers. If you're a motivated and experienced professional looking to take your career to the next level, we encourage you to apply for this exciting opportunity.