Financial Services Advisor

1 week ago


Lymington, Hampshire, United Kingdom Quilter Financial Planning Full time
About the Role

In this dynamic position as a Financial Services Advisor - Mortgage Division, you will work closely with our clients to understand their mortgage needs and provide expert advice on suitable options. Your primary focus will be on delivering exceptional customer service, meeting performance targets, and contributing to the growth of our business.

The ideal candidate will possess strong communication skills, be able to prospect and organise meetings, and maintain up-to-date knowledge of new mortgage and protection products, as well as changes in mortgage regulation.



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