Mortgage and Protection Specialist

6 days 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 a seasoned Mortgage & Protection Sales Advisor to join our vibrant team. As a key member of our team, you will provide 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 mortgage and protection advice to clients, assessing their financial circumstances and recommending suitable products
  • Maintain up-to-date knowledge of the mortgage and protection market, including new products and regulatory changes
  • 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, building and maintaining 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, believing that a diverse team enriches our work environment and enhances the quality of our services.

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    6 days ago

    Appleby-in-Westmorland, Cumbria, United Kingdom Quilter Full time £23,000 - £25,000

    About UsInfinite 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 SummaryWe are seeking an...

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    {"title": "Mortgage and Protection Advisor", "description": "About the RoleInfinite Financial Services, a leading provider of mortgage and protection solutions, is seeking a seasoned Mortgage and Protection Advisor to join its team. As a key member of our team, you will be responsible for providing expert advice to clients on mortgage and protection...

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    Appleby-in-Westmorland, Cumbria, United Kingdom Quilter Full time

    {"title": "Mortgage and Protection Advisor", "description": "About the RoleInfinite Financial Services, a leading provider of mortgage and protection solutions, is seeking a seasoned Mortgage and Protection Advisor to join its team. As a key member of our team, you will be responsible for providing expert advice to clients on mortgage and protection...

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