Mortgage and Protection Specialist
1 month ago
At Quilter Financial Planning, we're seeking a highly skilled Mortgage and Protection Specialist to join our team. As a key member of our team, you'll be responsible for delivering exceptional mortgage and protection advice to our clients, helping them achieve their financial goals.
Key Responsibilities:
- Meet performance targets and deliver high-quality mortgage and protection advice
- Prospect and organise meetings with potential clients
- Effectively fact-find to establish clients' current finances and future aspirations
- Provide expert mortgage and protection advice, explaining different types of mortgages and insurance products
- Communicate effectively at all levels, ensuring regulatory documentation is completed on time
- Stay up-to-date with new mortgage and protection products, as well as changes in mortgage regulation
What We Offer:
- Uncapped income potential, with expected income £50,000+ pa. dependent on performance
- 100% Flexible Working – work from home/own office
- Ongoing business development support and training
- Competitive revenue share
About Us:
Quilter Financial Planning is a well-established, professional, and forward-looking company that values its employees and clients. We're committed to providing exceptional service and support, and we're looking for like-minded individuals to join our team.
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