Mortgage and Protection Adviser

3 days ago

Essex, United Kingdom Quilter Financial Planning Full time

Job Opportunity at Quilter Financial Planning

About the Role

We 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 Responsibilities

  • Meet performance targets and deliver high-quality mortgage and protection advice to clients
  • Prospect and organise meetings with potential clients to establish their financial needs and aspirations
  • Fact-find effectively to understand clients' current finances and future goals
  • Provide clear and concise explanations of different types of mortgages and insurance products available
  • Network with other professionals to increase new business and introducer opportunities
  • Develop and maintain strong relationships with clients and colleagues
  • Communicate effectively at all levels, both verbally and in writing
  • Ensure all regulatory documentation is completed accurately and within the required timescale
  • Stay up-to-date with new mortgage and protection products, as well as changes in mortgage regulation
  • Maintain a strong understanding of the Financial Services industry and its key developments

Requirements

  • Minimum 5 years' experience in delivering mortgage and protection advice
  • Relevant qualifications, such as CeMAP or equivalent
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Strong business development skills, with a focus on building relationships and generating new business

What We Offer

  • Uncapped income potential through a generous commission split
  • Opportunity to work with a well-established and respected company in the Financial Services industry
  • Full administrative support, including submissions and pipeline management
  • Coaching and mentoring to help you develop your skills and increase your earning potential
  • Flexible working arrangements, including the option to work from home

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