Mortgage and Protection Specialist

10 hours 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.

**Key Responsibilities:**

* Provide high-quality mortgage and protection advice to clients, ensuring they receive the best possible solutions for their needs.

* Conduct thorough fact-finding to establish clients' current finances and future aspirations.

* Stay up-to-date with new mortgage and protection products, as well as changes in mortgage regulation.

* Maintain a strong network of introducers and business partners to drive new business opportunities.

* Collaborate with the team to achieve performance targets and drive business growth.

**Requirements:**

* CeMAP or relevant mortgage qualification.

* Minimum 5 years of experience in delivering mortgage and protection advice.

* Strong client bank with additional leads provided by the company.

* Ability to work flexibly, with coaching and mentoring opportunities to upskill and increase earning potential.

**What We Offer:**

* A dynamic and supportive team environment.

* Opportunities for professional development and growth.

* A competitive salary and benefits package.

If you are a motivated and experienced Mortgage and Protection Adviser looking for a new challenge, please submit your application.

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