Mortgage and Protection Adviser

1 month ago

Kent, United Kingdom Quilter Financial Planning Full time
Unlock Your Potential as a Mortgage and Protection Adviser

Quilter Financial Planning is seeking a highly skilled and ambitious Mortgage and Protection Adviser to join their team on a Self-Employed basis. As a key member of our team, you will be responsible for providing exceptional 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 to establish new business opportunities
  • Fact-find effectively to understand clients' current finances and future aspirations
  • Provide high-quality mortgage advice and explain different types of mortgages available
  • Explain required insurance and protection products to enable clients to make informed decisions
  • Communicate effectively at all levels, ensuring seamless client relationships
  • Ensure all regulatory documentation is completed within the required timescale
  • Stay up-to-date with new mortgage and protection products, as well as changes in mortgage regulation
  • Embody company values and promote them effectively alongside the brand

What We Offer:

  • Generous commission split with uncapped OTE £75-100K+
  • Collaborative and dynamic work environment
  • Full administration support to ensure seamless operations
  • Flexible working arrangements, including hybrid or office-based options
  • Development support towards full financial adviser role if required
  • Some leads supplied to support business growth

Requirements:

  • CeMAP or relevant mortgage qualification
  • Positive attitude and excellent team communication skills
  • Minimum 2 years+ experience in mortgage and protection advice
  • Client-orientated with high customer service skills and communication
  • Ability to explain complex information clearly and simply

Key Skills:

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

Company Website: www.quilterfinancialplanning.com

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