Mortgage & Protection Adviser

3 weeks ago


London, Greater London, United Kingdom Quilter Financial Planning Full time

We are seeking a highly skilled and experienced Mortgage & Protection Adviser to join our team on a self-employed basis.

The successful candidate will have a proven track record in delivering high-quality mortgage and protection advice, and will be able to work effectively in a fast-paced environment.

Key Responsibilities:

• Meeting performance targets

• Prospecting and organising meetings

• Effectively fact-finding to establish clients' current finances and future aspirations

• Providing high-quality professional mortgage advice and explaining different types of mortgages available

• Explaining required insurance and protection products so that clients can make informed choices

• Communicating effectively at all levels

• Ensuring all regulatory documentation is completed within the required timescale

• Staying up-to-date with new mortgage and protection products and changes in mortgage regulation

• Maintaining generic knowledge of the Financial Services industry and knowledge deemed necessary

Benefits:

• Uncapped income potential, with expected income £50,000+ pa. dependent on performance

• Working with a well-established, professional, forward-looking company

• 100% Flexible Working – work from home/own office

• Ongoing business development support and training

• Competitive revenue share

Requirements:

• CeMAP or relevant Mortgage Qualification

• Positive attitude and excellent team communication

• Client-orientated with high customer service skills and communication

• Ability to explain complex information clearly and simply

• Minimum 2 years experience of delivering Mortgage & Protection advice

• Ability to work from home/own office

• Exceptional organisation skills



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