Mortgage and Protection Specialist

1 week ago

Eastern England, United Kingdom Quilter Financial Planning Full time

Quilter Financial Planning is a leading financial services company, providing expert advice to individuals and businesses across the UK. We are seeking a highly skilled and motivated Mortgage and Protection Specialist to join our team on a self-employed basis.

Your key responsibilities will include:

• Providing high-quality mortgage and protection advice to clients, ensuring outstanding customer outcomes and promoting the company's values and brand.

• Maintaining and updating your knowledge and skills to stay up-to-date with industry developments and regulatory requirements.

• Building and maintaining relationships with clients, identifying new business opportunities and enhancing the quality of existing clients.

• Collaborating with the team to achieve business objectives and contribute to the company's growth and success.

• Utilizing your expertise to deliver complex financial information in a clear and concise manner, ensuring clients understand their options and make informed decisions.

• Working independently, managing your own workload and prioritizing tasks to meet deadlines and deliver results.

• Participating in ongoing business development and training to enhance your skills and knowledge, ensuring you remain at the forefront of industry developments.

• Enjoying uncapped income potential, with expected earnings exceeding £50,000 per annum, dependent on performance.

• Receiving high-quality leads, administration support, and ongoing business development support and training.

• Being part of a values-led business, with a strong focus on teamwork, customer satisfaction, and professional development.

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