Mortgage and Protection Specialist

1 week ago


Essex, United Kingdom Quilter Financial Planning Full time

Quilter Financial Planning is seeking a highly skilled and experienced Mortgage and Protection Adviser to join their team. The ideal candidate will have a strong background in delivering mortgage and protection advice, with a proven track record of success. The company provides a range of services including mortgage planning, protection advice, and general insurance. The successful candidate will be responsible for providing high-quality professional mortgage advice, explaining different types of mortgages available, and networking to increase new business and introducer opportunities. The role requires a CeMAP or relevant mortgage qualification, minimum 5 years of experience, and a client bank with additional leads to be provided by the company. The company offers coaching and mentoring to help upskill and further increase earning potential, flexible working arrangements, and a competitive compensation package. The successful candidate will be responsible for meeting performance targets, fact-finding effectively to establish the client's current finances and future aspirations, and ensuring all regulatory documentation is completed within the required timescale. The ideal candidate will have a strong understanding of the financial services industry and be able to keep up to date with new mortgage and protection products and changes in mortgage regulation.



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