Experienced Mortgage

3 weeks ago


Manchester, United Kingdom Quilter Financial Planning Full time

Join Quilter Financial Planning, a prominent player in the financial services sector, as we seek a Self-Employed and seasoned Mortgage & Protection Consultant / Sales Manager to enhance our dynamic team.

Our firm offers a comprehensive suite of services, including Mortgage Strategy, Protection Guidance, and Insurance Solutions tailored to meet the diverse needs of our clientele.

We take immense pride in our reputation, characterized by a transparent and professional approach to client service.

Key Qualifications:

  • CeMAP or equivalent Mortgage Certification
  • A proactive mindset coupled with outstanding team communication skills
  • Aspirations to elevate your career trajectory
  • Client-focused with exceptional customer service abilities
  • Capability to articulate complex concepts in a straightforward manner
  • Minimum of 5 years of relevant experience
  • Established Client Portfolio
  • Experience in Team Leadership

What We Offer:

  • Attractive Commission Structure
  • Opportunity to work with a well-respected, forward-thinking organization
  • Comprehensive Administrative Support, including Submission, Recommendation Reports, and Pipeline Management
  • Flexible Home Office Options
  • Support for professional development towards a full financial adviser role if desired

Your Responsibilities Will Include:

  • Achieving performance benchmarks
  • Proactively prospecting and scheduling client meetings
  • Conducting thorough fact-finding to assess clients' financial situations and future goals
  • Delivering high-quality, professional mortgage advice and clarifying various mortgage options
  • Discussing necessary insurance and protection products to empower clients in their decision-making
  • Communicating effectively across all levels of the organization
  • Ensuring all regulatory documentation is completed within stipulated timelines
  • Staying informed about new mortgage and protection offerings and changes in regulations
  • Maintaining a broad understanding of the Financial Services landscape and relevant knowledge
  • Embodying and promoting company values alongside our brand
  • Team Leadership (Recruiting, training, and nurturing a team of mortgage and protection consultants. Setting performance objectives and tracking team progress. Providing continuous coaching and support to team members.)


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