Experienced Mortgage and Protection Specialist

4 days ago

Essex, United Kingdom Quilter Financial Planning Full time
Job Opportunity at Quilter Financial Planning

We are seeking a highly skilled and experienced Mortgage and Protection Specialist to join our team at Quilter Financial Planning.

About the Role:

  • Provide high-quality mortgage and protection advice to clients, ensuring their financial needs are met.
  • Deliver exceptional customer service, building strong relationships with clients and colleagues alike.
  • Stay up-to-date with industry developments, including new mortgage and protection products, and changes in regulation.
  • Collaborate with colleagues to achieve business targets and growth.
  • Participate in ongoing training and professional development to enhance skills and knowledge.

Requirements:

  • CEMAP or relevant mortgage qualification.
  • Minimum 5 years of experience in delivering mortgage and protection advice.
  • A client bank with additional leads to be provided by the company.

What We Offer:

  • Coaching and mentoring to help upskill and increase earning potential.
  • Flexible working arrangements, including office-based or home-based options.
  • A dynamic and supportive work environment.

Key Skills and Qualities:

  • Excellent communication and interpersonal skills.
  • Strong analytical and problem-solving abilities.
  • Ability to work independently and as part of a team.
  • Proficiency in fact-finding and risk assessment.

How to Apply:

Please submit your application, including your resume and a cover letter, to [insert contact information].

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