Mortgage & Protection Adviser

3 weeks ago


Boughton Street, Kent, United Kingdom Quilter Financial Planning Full time
Join Quilter Financial Planning as a Mortgage & Protection Adviser

Quilter Financial Planning is seeking a highly skilled and experienced Mortgage & Protection Adviser to join their team on a Self-Employed basis. As a key member of the team, you will be responsible for providing high-quality mortgage and protection advice to clients, ensuring they achieve their financial goals and aspirations.

About the Role

The successful candidate will have a strong background in mortgage planning and protection, with a proven track record of delivering excellent results. You will be responsible for:

  • Meeting performance targets and delivering high-quality mortgage and protection advice to clients
  • Prospecting and organizing meetings with potential clients
  • Fact-finding to establish clients' current finances and future aspirations
  • Providing high-quality professional mortgage advice and explaining different types of mortgages available
  • Explaining required insurance and protection products so that clients can make informed choices
  • Communicating effectively at all levels
  • Ensuring all regulatory documentation is completed within the required timescale
  • Maintaining generic knowledge of the Financial Services industry and knowledge deemed necessary
What We Offer

As a Mortgage & Protection Adviser at Quilter Financial Planning, you will benefit from:

  • Generous commission split – OTE £75-100K+ uncapped
  • Working with a well-established, professional, forward-looking company
  • Full administration support
  • Flexible working – hybrid or office (state-of-the-art)
  • Development support towards full financial adviser role if required
  • Some leads supplied – small client bank required
Requirements

To be successful in this role, you will need:

  • CeMAP or relevant mortgage qualification
  • A positive attitude and excellent team communication
  • Looking to progress your career to the next level
  • Client-orientated with high customer service skills and communication
  • The ability to explain complex information clearly and simply
  • Minimum 2 years+ experience
Key Skills

The ideal candidate will possess:

  • Interpersonal skills
  • Mortgage planning
  • Protection
  • Client orientation
  • Financial goals and opportunities
  • Business
  • Helping clients
  • Customer relations
  • Ambitious
  • Friendly

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