Wealth Management Advisor
6 days ago
Quilter Financial Planning is a leading provider of financial services, dedicated to delivering high-quality advice and exceptional customer service.
Our team of experienced professionals is committed to helping individuals and families achieve their financial goals, whether it's planning for retirement, saving for a major purchase, or protecting their loved ones.
Job SummaryWe 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 and guidance to clients on mortgage and protection products, helping them to make informed decisions about their financial futures.
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 choices
- Network to increase new business and introducer opportunities
- Develop and maintain strong relationships with clients
- Communicate effectively at all levels, both internally and externally
- 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
- CeMAP or relevant mortgage qualification
- Positive attitude and excellent team communication skills
- Dedicated and hard-working, with a strong desire to achieve a high level of income through providing excellent client outcomes
- Client-orientated with high customer service skills and communication
- Ability to explain complex information clearly and simply
- Minimum 5 years' experience in delivering mortgage and protection advice
- Client bank with additional leads to be provided by the company
- 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
- Supportive and collaborative team environment
- Coaching and mentoring to help upskill and increase earning potential
- Flexible working arrangements (office-based or home-based)
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