Independent Mortgage Consultant
3 weeks ago
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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