Current jobs related to Mortgage and Protection Specialist - Chelmsford, Essex - Quilter Financial Planning


  • Chelmsford, Essex, United Kingdom CITRUS ELITE RECRUITMENT LIMITED Full time

    Unlock Your Earning PotentialAre you a skilled Mortgage & Protection Advisor looking for a new challenge? Do you want to work with a company that provides high-quality leads and a competitive commission structure?We have an exciting opportunity for you to join our team at CITRUS ELITE RECRUITMENT LIMITED as a Mortgage and Protection Specialist. As a key...


  • Chelmsford, Essex, United Kingdom CITRUS ELITE RECRUITMENT LIMITED Full time

    Unlock Your Earning PotentialAre you a skilled Mortgage & Protection Advisor looking for a new challenge? Do you want to work with a company that provides high-quality leads and a competitive commission structure?We have an exciting opportunity for you to join our team at CITRUS ELITE RECRUITMENT LIMITED as a Mortgage and Protection Specialist. As a key...


  • Chelmsford, Essex, United Kingdom CITRUS ELITE RECRUITMENT LIMITED Full time

    Unlock Your Potential as a Mortgage and Protection AdvisorAre you a skilled Mortgage & Protection Advisor looking for a new challenge? Do you want to work with a company that provides high-quality leads and a competitive commission structure?We are seeking an experienced Mortgage & Protection Advisor to join our team at CITRUS ELITE RECRUITMENT LIMITED. As a...


  • Chelmsford, Essex, United Kingdom CITRUS ELITE RECRUITMENT LIMITED Full time

    Unlock Your Potential as a Mortgage and Protection AdvisorAre you a skilled Mortgage & Protection Advisor looking for a new challenge? Do you want to work with a company that provides high-quality leads and a competitive commission structure?We are seeking an experienced Mortgage & Protection Advisor to join our team at CITRUS ELITE RECRUITMENT LIMITED. As a...


  • Chelmsford, Essex, United Kingdom CITRUS ELITE RECRUITMENT LIMITED Full time

    Unlock Your Potential in Mortgage and ProtectionAre you a motivated and ambitious individual looking for a challenging role in mortgage and protection? Do you want to work for a company that offers regular, high-quality leads and a competitive commission structure?We are seeking a skilled Mortgage and Protection Advisor to join our team at Citrus Elite...


  • Chelmsford, Essex, United Kingdom CITRUS ELITE RECRUITMENT LIMITED Full time

    Unlock Your Potential in Mortgage and ProtectionAre you a motivated and ambitious individual looking for a challenging role in mortgage and protection? Do you want to work for a company that offers regular, high-quality leads and a competitive commission structure?We are seeking a skilled Mortgage and Protection Advisor to join our team at Citrus Elite...


  • Chelmsford, Essex, United Kingdom GCB Recruitment Full time

    Exciting Opportunity for a Mortgage and Protection AdvisorOur clients, an independent Mortgage practice based in Chelmsford, are seeking a highly skilled Mortgage and Protection Advisor to join their team. This is a fantastic opportunity to work with a well-established business that provides leads and offers a competitive salary, commission structure, and...


  • Chelmsford, Essex, United Kingdom GCB Recruitment Full time

    Exciting Opportunity for a Mortgage and Protection AdvisorOur clients, an independent Mortgage practice based in Chelmsford, are seeking a highly skilled Mortgage and Protection Advisor to join their team. This is a fantastic opportunity to work with a well-established business that provides leads and offers a competitive salary, commission structure, and...


  • Chelmsford, Essex, United Kingdom CITRUS ELITE RECRUITMENT LIMITED Full time

    Mortgage and Protection Advisor OpportunityWe are seeking a highly motivated and experienced Mortgage and Protection Advisor to join our team at CITRUS ELITE RECRUITMENT LIMITED. As a Mortgage and Protection Advisor, you will be responsible for providing expert advice and guidance to clients on mortgage options, terms, and conditions.Key...


  • Chelmsford, Essex, United Kingdom CITRUS ELITE RECRUITMENT LIMITED Full time

    Mortgage and Protection Advisor OpportunityWe are seeking a highly motivated and experienced Mortgage and Protection Advisor to join our team at CITRUS ELITE RECRUITMENT LIMITED. As a Mortgage and Protection Advisor, you will be responsible for providing expert advice and guidance to clients on mortgage options, terms, and conditions.Key...


  • Chelmsford, Essex, United Kingdom Connells Full time

    Job DescriptionConnells Estate Agency is seeking a highly skilled Mortgage and Protection Advisor to join their team in Chelmsford. As a key member of the team, you will be responsible for providing expert advice on a range of mortgage and protection products to meet the needs of customers.Key Responsibilities:Building strong relationships with the Estate...


  • Chelmsford, Essex, United Kingdom Connells Full time

    Job DescriptionConnells Estate Agency is seeking a highly skilled Mortgage and Protection Advisor to join their team in Chelmsford. As a key member of the team, you will be responsible for providing expert advice on a range of mortgage and protection products to meet the needs of customers.Key Responsibilities:Building strong relationships with the Estate...


  • Chelmsford, Essex, United Kingdom CITRUS ELITE RECRUITMENT LIMITED Full time

    Mortgage and Protection Advisor OpportunityWe are seeking a highly motivated and experienced Mortgage and Protection Advisor to join our team at CITRUS ELITE RECRUITMENT LIMITED. As a Mortgage and Protection Advisor, you will be responsible for providing expert advice and guidance to clients on mortgage options, terms, and conditions.Key...


  • Chelmsford, Essex, United Kingdom CITRUS ELITE RECRUITMENT LIMITED Full time

    Mortgage and Protection Advisor OpportunityWe are seeking a highly motivated and experienced Mortgage and Protection Advisor to join our team at CITRUS ELITE RECRUITMENT LIMITED. As a Mortgage and Protection Advisor, you will be responsible for providing expert advice and guidance to clients on mortgage options, terms, and conditions.Key...


  • Chelmsford, Essex, United Kingdom Citrus Elite Recruitment Ltd Full time £25,000

    About the Role:We are seeking a highly skilled Mortgage and Protection Advisor to join our team at Citrus Elite Recruitment Ltd. As a Mortgage and Protection Advisor, you will be responsible for meeting with clients to assess their mortgage needs and financial situations.Key Responsibilities:Provide guidance and advice on mortgage options, terms, and...


  • Chelmsford, Essex, United Kingdom CITRUS ELITE RECRUITMENT LIMITED Full time

    Unlock Your Potential as a Mortgage & Protection AdvisorAre you a skilled Mortgage & Protection Advisor looking for a new challenge? Do you want to work for a reputable company that offers high-quality leads and a competitive compensation package?We have an exciting opportunity for a talented individual to join our team at CITRUS ELITE RECRUITMENT LIMITED....


  • Chelmsford, Essex, United Kingdom CITRUS ELITE RECRUITMENT LIMITED Full time

    Unlock Your Potential as a Mortgage & Protection AdvisorAre you a skilled Mortgage & Protection Advisor looking for a new challenge? Do you want to work for a reputable company that offers high-quality leads and a competitive compensation package?We have an exciting opportunity for a talented individual to join our team at CITRUS ELITE RECRUITMENT LIMITED....


  • Chelmsford, Essex, United Kingdom Connells Full time

    Unlock Your Potential as a Mortgage Advisor with ConnellsAre you a motivated and results-driven individual looking to excel in a dynamic and rewarding environment? Do you have a passion for delivering exceptional customer service and building strong relationships? If so, we have an exciting opportunity for you to join our team as a Mortgage Advisor at...


  • Chelmsford, Essex, United Kingdom Connells Full time

    Unlock Your Potential as a Mortgage Advisor with ConnellsAre you a motivated and results-driven individual looking to excel in a dynamic and rewarding environment? Do you have a passion for delivering exceptional customer service and building strong relationships? If so, we have an exciting opportunity for you to join our team as a Mortgage Advisor at...


  • Chelmsford, Essex, United Kingdom CITRUS ELITE RECRUITMENT LIMITED Full time

    Unlock Your Earning PotentialAre you a skilled Mortgage & Protection Advisor looking for a new challenge? Do you want to work with a company that provides high-quality leads and a competitive commission structure?We have an exciting opportunity for you to join our team at Citrus Elite Recruitment Limited as a Mortgage Advisor. As a key member of our team,...

Mortgage and Protection Specialist

2 months ago


Chelmsford, Essex, United Kingdom Quilter Financial Planning Full time

**About Quilter Financial Planning**

We are a leading provider of financial services, dedicated to delivering high-quality advice and exceptional customer service. Our team of experienced professionals is passionate about helping individuals and families achieve their financial goals.

**Job Summary**

We are seeking a highly skilled and motivated Mortgage and Protection Specialist to join our team. As a key member of our team, you will be responsible for providing expert advice on mortgage and protection products to our clients.

**Key Responsibilities**

  • Meet performance targets and exceed client expectations
  • Prospect and organize meetings with potential clients
  • Conduct thorough fact-finding to understand clients' current finances and future aspirations
  • Provide high-quality professional mortgage advice and explain different types of mortgages available
  • Explain required insurance and protection products to clients, enabling them to make informed decisions
  • Network to increase new business and introducer opportunities
  • Develop and maintain strong relationships with clients
  • Communicate effectively at all levels, ensuring seamless collaboration with colleagues and clients
  • 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 deep understanding of the Financial Services industry and relevant knowledge
  • Embody and promote our company values, driving a culture of excellence and customer satisfaction

**What We Offer**

  • Uncapped income potential through a generous commission split
  • Opportunity to work with a well-established, professional, and forward-looking company
  • Full administrative support, including submissions and pipeline management
  • A supportive and collaborative team environment
  • Coaching and mentoring to help you upskill and increase your earning potential
  • Flexible working arrangements, including office-based or home-based options

**Requirements**

  • CeMAP or relevant mortgage qualification
  • Positive attitude and excellent team communication skills
  • Dedicated, hard-working, and committed to achieving a high level of income through excellent client outcomes
  • Client-orientated with high customer service skills and communication
  • Ability to explain complex information clearly and simply
  • Minimum 5 years of experience in delivering mortgage and protection advice
  • Client bank with additional leads provided by the company