Financial Services Specialist

2 months ago


Crawley, West Sussex, United Kingdom Quilter Financial Planning Full time
About the Role

We are seeking a skilled Mortgage Advisor to join our team at Quilter Financial Planning and assist clients in securing the best mortgage deals.

Key Responsibilities
  • Building Relationships
    • Develop strong working relationships with our Estate Agency team through training and support.
  • Mortgage Advice
    • Provide comprehensive mortgage advice to a diverse range of clients, taking into account their individual financial circumstances.
  • Market Knowledge
    • Maintain up-to-date knowledge of the mortgage market and related financial products, ensuring the best possible outcomes for our clients.
  • Transaction Management
    • Liaise with lenders, estate agents, and solicitors to ensure smooth transactions and timely completions.
  • Protection Products
    • Offer guidance on protection products related to the mortgage process, such as life insurance and home insurance, to ensure our clients' financial security.
  • Compliance and Regulation
    • Ensure compliance with all relevant regulations and laws, maintaining the highest standards of professionalism and integrity.
  • Customer Service
    • Deliver exceptional customer service, building and maintaining long-term client relationships through effective communication and a proactive approach.
Requirements
  • CeMAP qualification
  • Proven experience as a Mortgage Advisor, preferably within an estate agency setting, with 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.
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.
  • Supportive and rewarding environment.
  • Flexible working pattern (home and office based).


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