Mortgage & Protection Adviser

1 week ago


London, Greater London, United Kingdom Quilter Financial Planning Full time

Join Our Team at Quilter Financial Planning

About Us

Quilter Financial Planning is a leading provider of financial services, dedicated to delivering exceptional advice and guidance to our clients. We take pride in our commitment to excellence, professionalism, and customer satisfaction.

Job Summary

We are seeking a highly skilled and motivated Mortgage & Protection Adviser to join our team. As a key member of our team, you will be responsible for providing expert advice and guidance to our clients on mortgage and protection products.

Key Responsibilities

  • Client Acquisition and Retention
    • Identify and pursue new business opportunities to grow our client base
    • Develop and maintain strong relationships with existing clients to ensure their ongoing needs are met
  • Mortgage and Protection Advice
    • Provide expert advice and guidance to clients on mortgage and protection products
    • Assess clients' financial situations and provide tailored recommendations to meet their needs
  • Product Knowledge and Training
    • Stay up-to-date with the latest mortgage and protection products and services
    • Participate in ongoing training and development to enhance your knowledge and skills
  • Administrative and Compliance
    • Ensure all administrative tasks are completed accurately and efficiently
    • Comply with all relevant regulatory requirements and industry standards

Requirements

  • Qualifications and Experience
    • CeMAP or relevant mortgage qualification
    • Minimum 2 years' experience in a similar role
  • Skills and Abilities
    • Excellent communication and interpersonal skills
    • Ability to work independently and as part of a team
    • Strong problem-solving and analytical skills

What We Offer

  • Competitive Salary and Benefits Package
    • Generous basic salary and benefits package
    • Opportunities for career advancement and professional development
  • Flexible Working Arrangements
    • Flexible working hours and remote work options
    • Opportunities for work-life balance and flexibility
  • Professional Development and Support
    • Ongoing training and development opportunities
    • Access to industry-leading tools and resources


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