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Mortgage and Protection Specialist

2 months ago

ApplebyinWestmorland, Cumbria, United Kingdom Quilter Full time £23,000 - £25,000
About Us

Infinite Financial Services is a leading provider of mortgage and protection advice, with a strong presence in the North West of England. As a key partner of Quilter Financial Planning, we pride ourselves on delivering exceptional customer service and guiding clients to the best mortgage and protection products available.

Job Summary

We are seeking an experienced Mortgage and Protection Sales Advisor to join our vibrant team. As a key member of our team, you will be responsible for providing comprehensive mortgage and protection advice to a diverse range of clients, assessing their financial circumstances to determine suitable products, and maintaining up-to-date knowledge of the mortgage and protection market.

Key Responsibilities
  • Provide expert mortgage and protection advice to clients
  • Assess clients' financial circumstances to determine suitable mortgage and protection products
  • Maintain up-to-date knowledge of the mortgage and protection market and related financial products
  • Liaise with lenders, providers, estate agents, and solicitors to ensure smooth transactions
  • Prepare and submit detailed mortgage and protection applications on behalf of clients
  • Deliver exceptional customer service and build long-term client relationships
Requirements
  • Demonstrated experience as a Mortgage and Protection Advisor with a solid history of generating new sales and seeing them through to completion
  • In-depth knowledge of the mortgage and protection industry and financial regulations
  • Dedication to ongoing professional development
What We Offer

We offer a competitive base salary ranging from £23,000 to £25,000, based on experience, plus a competitive bonus structure. Additional benefits include opportunities for career advancement, a supportive and team-oriented work environment, continuous training and development, and a flexible work schedule with home and office options.

We are committed to diversity and inclusivity, and believe that a diverse team enriches our work environment and enhances the quality of our services.