Mortgage and Protection Adviser
2 days ago
We are seeking a highly skilled 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 achieve their financial goals and aspirations.
About the Role:
- Meet performance targets and exceed client expectations
- Prospect and organise meetings with potential clients
- Fact-find effectively to establish 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 so that clients can make informed choices
- Communicate effectively at all levels and ensure all regulatory documentation is completed within the required timescale
- Keep up-to-date with new mortgage and protection products and changes in mortgage regulation
- Maintain generic knowledge of the Financial Services industry and knowledge deemed necessary
- Embrace company values and promote them effectively alongside the brand
What We Offer:
- Generous commission split with uncapped OTE £75-100K+
- Working with a well-established, professional, forward-looking company
- Full administration support
- Flexible working arrangements, including hybrid or office-based options
- Development support towards full financial adviser role if required
- Some leads supplied, with a small client bank required
Key Skills and Qualifications:
- CeMAP or relevant mortgage qualification
- Positive attitude and excellent team communication
- Ability to explain complex information clearly and simply
- Minimum 2 years+ experience in the financial services industry
Company Website: https://www.quilterfinancialplanning.co.uk/
Key Words: Interpersonal skills, mortgage planning, protection, client orientation, financial goals and opportunities, business, helping clients, customer relations, ambitious, friendly, CeMap
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