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Mortgage and Protection Specialist

2 months ago

Essex, United Kingdom Quilter Financial Planning Full time
Job Opportunity

We are seeking a highly skilled and experienced Self-Employed Mortgage & Protection Adviser to join our team at Quilter Financial Planning.

The ideal candidate will have a strong background in mortgage planning and protection advice, with a proven track record of delivering high-quality services to clients.

The role will involve providing expert advice on mortgage and protection products, as well as developing and maintaining relationships with clients.

The successful candidate will be a strong communicator with excellent customer service skills, and will be able to work independently with minimal supervision.

Key Responsibilities:

  • Deliver high-quality mortgage and protection advice to clients
  • Develop and maintain relationships with clients
  • Provide expert advice on mortgage and protection products
  • Meet performance targets and exceed client expectations
  • Stay up-to-date with industry developments and changes in mortgage regulation

Benefits:

  • Uncapped income potential through a generous commission split
  • Full administrative support, including submissions and pipeline management
  • A supportive and collaborative team environment
  • Coaching / Mentoring to help upskill and further increase earning potential
  • Flexible working arrangements (office-based or home-based)

Requirements:

  • CeMAP or relevant Mortgage Qualification
  • Minimum 5 years+ experience with delivering mortgage and protection advice
  • Client Bank with additional leads to be provided by the company
  • Excellent communication and customer service skills
  • Ability to work independently with minimal supervision