Mortgage and Protection Specialist

5 days ago

Chelmsford, Essex, United Kingdom Quilter Financial Planning Full time

**About Quilter Financial Planning**

We are a leading provider of financial services, dedicated to delivering high-quality advice and exceptional customer service. Our team of experienced professionals is passionate about helping individuals and families achieve their financial goals.

**Job Summary**

We are seeking a highly skilled and motivated Mortgage and Protection Specialist to join our team. As a key member of our team, you will be responsible for providing expert advice on mortgage and protection products to our clients.

**Key Responsibilities**

  • Meet performance targets and exceed client expectations
  • Prospect and organize meetings with potential clients
  • Conduct thorough fact-finding to understand clients' current finances and future aspirations
  • Provide high-quality professional mortgage advice and explain different types of mortgages available
  • Explain required insurance and protection products to clients, enabling them to make informed decisions
  • Network to increase new business and introducer opportunities
  • Develop and maintain strong relationships with clients
  • Communicate effectively at all levels, ensuring seamless collaboration with colleagues and clients
  • Ensure all regulatory documentation is completed within the required timescale
  • Stay up-to-date with new mortgage and protection products, as well as changes in mortgage regulation
  • Maintain a deep understanding of the Financial Services industry and relevant knowledge
  • Embody and promote our company values, driving a culture of excellence and customer satisfaction

**What We Offer**

  • Uncapped income potential through a generous commission split
  • Opportunity to work with a well-established, professional, and forward-looking company
  • Full administrative support, including submissions and pipeline management
  • A supportive and collaborative team environment
  • Coaching and mentoring to help you upskill and increase your earning potential
  • Flexible working arrangements, including office-based or home-based options

**Requirements**

  • CeMAP or relevant mortgage qualification
  • Positive attitude and excellent team communication skills
  • Dedicated, hard-working, and committed to achieving a high level of income through excellent client outcomes
  • Client-orientated with high customer service skills and communication
  • Ability to explain complex information clearly and simply
  • Minimum 5 years of experience in delivering mortgage and protection advice
  • Client bank with additional leads provided by the company

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