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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 Mortgage and Protection Adviser to join our team at Quilter Financial Planning.

The successful candidate will have a proven track record of delivering mortgage and protection advice, with a strong focus on client outcomes and customer service.

The role will involve:

  • Meeting performance targets and exceeding client expectations
  • Prospecting and organizing meetings to expand the client base
  • Fact-finding to establish clients' current finances and future aspirations
  • Providing high-quality mortgage advice and explaining different types of mortgages available
  • Explaining required insurance and protection products to enable informed decision-making
  • Networking to increase new business and introducer opportunities
  • Developing and maintaining relationships with clients and stakeholders
  • Communicating effectively at all levels and ensuring regulatory documentation is completed within required timescales
  • Staying up-to-date with new mortgage and protection products, as well as changes in mortgage regulation
  • Embracing company values and promoting them effectively

As a Mortgage and Protection Adviser, you will have the opportunity to work with a well-established and professional company, with a supportive and collaborative team environment. You will also have access to coaching and mentoring to help upskill and increase earning potential.

The company offers a range of benefits, including uncapped income potential through a generous commission split, full administrative support, and flexible working arrangements.

If you are a motivated and experienced Mortgage and Protection Adviser looking for a new challenge, we encourage you to apply for this exciting opportunity.