Financial Services Consultant

4 days ago


London, Greater London, United Kingdom Quilter Financial Planning Full time
Mortgage & Protection Professional

Our company offers a unique opportunity for experienced Mortgage & Protection Advisers to work on a self-employed basis.

Job Overview

This is a challenging yet rewarding role, requiring exceptional organisation skills and a positive attitude.

Responsibilities:
  • Deliver high-quality mortgage and protection advice to clients, meeting performance targets.
  • Promote and deliver new business opportunities, using effective fact-finding techniques.
  • Communicate complex mortgage and insurance products clearly, enabling clients to make informed decisions.
  • Comply with all regulatory requirements, ensuring accurate completion of documentation.
  • Stay updated on mortgage and protection products, regulations, and best practices.
Requirements:
  • Relevant Mortgage Qualification (CeMAP).
  • Minimum 2 years experience in delivering Mortgage & Protection advice.
  • Excellent organisation and time management skills.
  • A proactive, client-centric approach with exceptional customer service skills.
Benefits:
  • £50,000+ pa income potential based on individual performance.
  • Flexibility to work from home/own office, promoting work-life balance.
  • Ongoing professional development and business growth opportunities.
  • Competitive revenue share and career advancement possibilities.


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