Independent Mortgage Consultant

3 weeks ago


Kent, United Kingdom Quilter Financial Planning Full time
Job Overview

Quilter Financial Planning is on the lookout for experienced Mortgage & Protection Advisers to join our dynamic team on a self-employed basis.

Our firm offers a comprehensive suite of services, including Mortgage Strategy, Investment & Pension Advisory, Protection Guidance, and Insurance Solutions to a diverse clientele.

We take immense pride in our reputation, delivering services with integrity and professionalism.

With over 35 years of industry presence and a management team boasting over a century of advisory expertise, you will have the opportunity to learn from seasoned professionals.

Essential Qualifications:

· CeMAP or equivalent Mortgage Certification

· A proactive mindset and exceptional communication skills

· Ambition to elevate your career to new heights

· Client-focused with outstanding customer service abilities

· Capability to convey complex information in a clear and straightforward manner

· Minimum of 2 years of relevant experience

What We Offer:

· Attractive Commission Structure – OTE £75-100K+ Uncapped

· Collaboration with a well-respected, forward-thinking organization

· Comprehensive Administrative Support

· Flexible Work Arrangements – Hybrid or Office-Based

· Development Opportunities towards a full financial adviser role if desired

· Some leads provided - Small Client Portfolio Required

Your Responsibilities Will Typically Include:

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

Key Skills:

Interpersonal Skills, Mortgage Strategy, Protection, Client Focus, Financial Objectives & Opportunities, Business Development, Client Support, Ambitious, Approachable, CeMAP



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