Financial Services Specialist

1 day ago


Crawley, West Sussex, United Kingdom Quilter Financial Planning Full time

About Quilter Financial Planning

We are a leading financial services provider seeking a skilled Mortgage Market Expert to join our team in West Sussex and Hampshire.

Job Summary: As a Mortgage Market Expert, you will work closely with our estate agency team to help clients secure the best mortgage deals. You will be responsible for providing comprehensive mortgage advice, assessing clients' financial circumstances, and maintaining up-to-date knowledge of the mortgage market.

Key Responsibilities:

  • Building relationships with our estate agency team through training and support.
  • Providing comprehensive mortgage advice to a diverse range of clients.
  • Assessing clients' financial circumstances to determine suitable mortgage products.
  • Maintaining up-to-date knowledge of the mortgage market and related financial products.
  • Liaising with lenders, estate agents, and solicitors to ensure smooth transactions.
  • Preparing and submitting detailed mortgage applications on behalf of clients.
  • Offering guidance on protection products related to the mortgage process, such as life insurance and home insurance.
  • Ensuring compliance with all relevant regulations and laws.
  • Delivering exceptional customer service, building and maintaining long-term client relationships.

Requirements:

  • CeMAP qualification
  • Proven experience as a Mortgage Advisor, preferably within an estate agency setting & a strong track record in generating new sales and following through to completions.
  • Strong understanding of the mortgage market and financial regulations.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • High level of numeracy and attention to detail.
  • Commitment to continuous professional development.
  • Resilient, positive and friendly attitude.
  • Motivated to be successful .
  • Able to work under pressure and build strong alliances.

What We Offer:

  • Competitive basic salary with a realistic year one OTE of £50,000.
  • Lucrative earning potential and uncapped commission.
  • Opportunities for career progression.
  • SUPPORTIVE AND COLLABORATIVE WORK ENVIRONMENT.
  • Ongoing training and development.
  • Abundance of lead opportunities.
  • Flexible working pattern (home and office based).


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