Mortgage and Protection Specialist
5 days ago
We are seeking a highly skilled and experienced Mortgage and Protection Specialist to join our team at Quilter Financial Planning. As a key member of our team, you will be responsible for providing expert mortgage and protection advice to our clients, helping them to achieve their financial goals.
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 and colleagues
- Communicate effectively at all levels, ensuring seamless collaboration
- 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
- CeMAP or relevant mortgage qualification
- Positive attitude and excellent team communication skills
- Dedicated and hard-working, with a strong desire to achieve high 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+ experience in delivering mortgage and protection advice
- Client bank with additional leads 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
- A 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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Mortgage and Protection Specialist
5 days ago
Essex, United Kingdom Quilter Financial Planning Full time**About Quilter Financial Planning**We are a leading provider of financial planning services, dedicated to helping individuals and families achieve their long-term financial goals. Our team of experienced professionals is committed to delivering high-quality advice and exceptional customer service.**Job Summary**We are seeking a highly skilled and motivated...
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Mortgage and Protection Specialist
7 days ago
Essex, United Kingdom Quilter Financial Planning Full time**About Quilter Financial Planning**We are a leading provider of financial planning services, dedicated to helping individuals and families achieve their long-term financial goals. Our team of experienced professionals is committed to delivering high-quality advice and exceptional customer service.**Job Summary**We are seeking a highly skilled and motivated...
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Essex, United Kingdom Quilter Financial Planning Full timeJob Opportunity at Quilter Financial PlanningWe are seeking a highly skilled and experienced Mortgage and Protection Specialist to join our team at Quilter Financial Planning.About the Role:Provide high-quality mortgage and protection advice to clients, ensuring their financial needs are met.Deliver exceptional customer service, building strong relationships...
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Essex, United Kingdom Quilter Financial Planning Full timeJob Opportunity at Quilter Financial PlanningWe are seeking a highly skilled and experienced Mortgage and Protection Specialist to join our team at Quilter Financial Planning.About the Role:Provide high-quality mortgage and protection advice to clients, ensuring their financial needs are met.Deliver exceptional customer service, building strong relationships...
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Mortgage and Protection Adviser
3 days ago
Essex, United Kingdom Quilter Financial Planning Full timeJob Opportunity at Quilter Financial PlanningAbout the RoleWe are seeking a highly skilled and experienced Mortgage and Protection Adviser to join our team at Quilter Financial Planning. As a key member of our team, you will be responsible for providing expert mortgage and protection advice to our clients, helping them to achieve their financial goals.Key...
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Mortgage and Protection Adviser
3 days ago
Essex, United Kingdom Quilter Financial Planning Full timeJob Opportunity at Quilter Financial PlanningAbout the RoleWe are seeking a highly skilled and experienced Mortgage and Protection Adviser to join our team at Quilter Financial Planning. As a key member of our team, you will be responsible for providing expert mortgage and protection advice to our clients, helping them to achieve their financial goals.Key...
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Essex, United Kingdom Quilter Financial Planning Full timeOne of our highly successful and leading businesses, Chambers Financial Services, are currently seeking a Self-Employed Experienced Mortgage & Protection Adviser to join their team. The company provides a range of services including Mortgage Planning, Protection Advice and General Insurance. Their commitment to quality advice and excellent customer...
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Essex, United Kingdom Quilter Financial Planning Full timeOne of our highly successful and leading businesses, Chambers Financial Services, are currently seeking a Self-Employed Experienced Mortgage & Protection Adviser to join their team. The company provides a range of services including Mortgage Planning, Protection Advice and General Insurance. Their commitment to quality advice and excellent customer...
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Essex, United Kingdom Quilter Financial Planning Full timeOne of our highly successful and leading businesses, Chambers Financial Services, are currently seeking a Self-Employed Experienced Mortgage & Protection Adviser to join their team. Read on to fully understand what this job requires in terms of skills and experience If you are a good match, make an application.The company provides a range of services...
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Mortgage Advisor
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Essex, United Kingdom Quilter Financial Planning Full timeOne of our highly successful and leading businesses, Chambers Financial Services, are currently seeking a Self-Employed Experienced Mortgage & Protection Adviser to join their team. The company provides a range of services including Mortgage Planning, Protection Advice and General Insurance. The company are an established family run firm offering a...
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Mortgage Advisor
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Essex, United Kingdom Quilter Financial Planning Full timeOne of our highly successful and leading businesses, Chambers Financial Services, are currently seeking a Self-Employed Experienced Mortgage & Protection Adviser to join their team. The company provides a range of services including Mortgage Planning, Protection Advice and General Insurance. The company are an established family run firm offering a...
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Mortgage Adviser
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Mortgage Advisor
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Essex, United Kingdom Quilter Financial Planning Full timeOne of our highly successful and leading businesses, Chambers Financial Services, are currently seeking a Self-Employed Experienced Mortgage & Protection Adviser to join their team. The company provides a range of services including Mortgage Planning, Protection Advice and General Insurance. The company are an established family run firm offering a...
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Essex, United Kingdom Quilter Financial Planning Full timeOne of our highly successful and leading businesses, Chambers Financial Services, are currently seeking a Self-Employed Experienced Mortgage & Protection Adviser to join their team. The company provides a range of services including Mortgage Planning, Protection Advice and General Insurance. The company are an established family run firm offering a...
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Essex, United Kingdom Quilter Financial Planning Full timeOne of our highly successful and leading businesses, Chambers Financial Services, are currently seeking a Self-Employed Experienced Mortgage & Protection Adviser to join their team. The company provides a range of services including Mortgage Planning, Protection Advice and General Insurance. The company are an established family run firm offering a...
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Mortgage Advisor
3 weeks ago
Essex, United Kingdom Quilter Financial Planning Full timeOne of our highly successful and leading businesses, Chambers Financial Services, are currently seeking a Self-Employed Experienced Mortgage & Protection Adviser to join their team. The company provides a range of services including Mortgage Planning, Protection Advice and General Insurance. The company are an established family run firm offering a...
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Mortgage Advisor
5 days ago
Essex, United Kingdom Quilter Financial Planning Full timeOne of our highly successful and leading businesses, Chambers Financial Services, are currently seeking a Self-Employed Experienced Mortgage & Protection Adviser to join their team. Please read the following job description thoroughly to ensure you are the right fit for this role before applying.The company provides a range of services including Mortgage...
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Mortgage Advisor
3 weeks ago
Essex, United Kingdom Quilter Financial Planning Full timeOne of our highly successful and leading businesses, Chambers Financial Services, are currently seeking a Self-Employed Experienced Mortgage & Protection Adviser to join their team. The company provides a range of services including Mortgage Planning, Protection Advice and General Insurance. The company are an established family run firm offering a...
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