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Mortgage Consultant

3 months ago


London, Greater London, United Kingdom Quilter Financial Planning Full time
Position Overview

Quilter Financial Planning is on the lookout for a dedicated Mortgage Consultant to become a part of our esteemed team on a self-employed arrangement.

We understand the significance of adaptable working conditions, offering our team the flexibility to operate from their own home.

Our firm prides itself on its transparent and professional service delivery, having received accolades such as VouchedFor Top Rated Advice Firm and Most Reputable Mortgage Adviser in our region.

Essential Qualifications:

  • CeMAP or equivalent Mortgage Certification
  • A proactive mindset with outstanding communication skills
  • Client-focused with exceptional customer service abilities
  • Capability to convey intricate information in a straightforward manner
  • At least 2 years of experience in providing Mortgage & Protection guidance
  • Most of our consultants operate remotely across the UK
  • Ability to work from home or a personal office
  • Excellent organizational skills

What We Offer:

  • Unlimited earning potential, with anticipated earnings exceeding £50,000 annually based on performance
  • Collaboration with a well-respected, innovative company
  • Complete flexibility in working arrangements – operate from home or your own office
  • Continuous professional development and training support
  • Some client leads provided – a client portfolio is necessary
  • Competitive revenue sharing model

Your Responsibilities Will Typically Include:

  • Achieving performance benchmarks
  • Proactively seeking and organizing client meetings
  • Conducting thorough assessments to understand clients' financial situations and future goals
  • Delivering high-quality professional mortgage advice and clarifying various mortgage options
  • Discussing necessary insurance and protection products to empower clients in making informed decisions
  • Communicating effectively across all levels
  • Ensuring all regulatory paperwork is completed within the designated timeframe
  • Staying informed about new mortgage and protection offerings and regulatory changes
  • Maintaining a broad understanding of the Financial Services sector and relevant knowledge
  • Embracing and promoting company values alongside our brand.