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Financial Services Specialist

2 months ago


London, Greater London, United Kingdom Quilter Financial Planning Full time £80,000 - £100,000

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.