Mortgage and Protection Adviser

2 days ago

Kent, United Kingdom Quilter Financial Planning Full time
About Hays Financial Group

Hays Financial Group is a leading business in the financial services industry, providing a range of services including mortgage planning, investment and pension planning, protection advice, and insurance to numerous clients.

The company takes pride in its brand, with a strong focus on honesty and professionalism in its approach to customer service.

Job Summary

We are seeking a highly skilled and motivated Mortgage and Protection Adviser to join our team on a self-employed basis. As a key member of our team, you will be responsible for providing high-quality mortgage and protection advice to clients, working closely with our experienced management team to achieve business targets.

Key Responsibilities
  • Meet performance targets and achieve business objectives
  • Prospect and organise meetings with potential clients
  • Conduct thorough fact-finds to establish clients' current finances and future aspirations
  • Provide expert mortgage and protection advice, explaining different types of mortgages and insurance products
  • Communicate effectively with clients at all levels, ensuring they make informed decisions
  • 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
  • Maintain a strong understanding of the financial services industry and its key developments
Requirements
  • CeMAP or relevant mortgage qualification
  • Positive attitude and excellent team communication skills
  • Ability to explain complex information clearly and simply
  • Minimum 2 years' experience in a similar role
Benefits
  • Generous commission split, with uncapped OTE £75-100K+
  • Opportunity to work with a well-established, professional company
  • Full administration support
  • Flexible working arrangements, including hybrid or office-based options
  • Development support towards full financial adviser role, if required

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