Mortgage and Protection Specialist

5 days ago

Chelmsford, Essex, United Kingdom Quilter Financial Planning Full time
Unlock Your Potential as a Mortgage and Protection Specialist

Chambers Financial Services, a leading business in the industry, is seeking a highly skilled and experienced Mortgage & Protection Adviser to join their team. As a key member of the team, you will play a vital role in delivering exceptional mortgage and protection advice to clients.

About the Role:

The successful candidate will have a strong background in mortgage and protection advice, with a minimum of 5 years of experience in delivering high-quality advice to clients. You will be responsible for:

  • Meeting performance targets and exceeding client expectations
  • Prospecting and organizing meetings to grow the client base
  • Fact-finding to establish clients' current finances and future aspirations
  • Providing expert mortgage advice and explaining different types of mortgages available
  • Explaining required insurance and protection products to clients
  • Networking to increase new business and introducer opportunities
  • Developing and maintaining relationships with clients
  • Communicating effectively at all levels
  • Maintaining up-to-date knowledge of mortgage and protection products, as well as changes in mortgage regulation

What We Offer:

As a Mortgage & Protection Adviser at Chambers Financial Services, you will enjoy a range of benefits, including:

  • Uncapped income potential through a generous commission split
  • Full administrative support, including submissions and pipeline management
  • A supportive and collaborative team environment
  • Coaching and mentoring to help upskill and increase earning potential
  • Flexible working arrangements, including office-based or home-based options

Requirements:

To be successful in this role, you will need:

  • CeMAP or relevant mortgage qualification
  • A positive attitude and excellent team communication skills
  • Dedication, hard work, and a desire to achieve a high level of income through providing excellent client outcomes
  • Client-orientated with high customer service skills and communication
  • The ability to explain complex information clearly and simply

Why Choose Chambers Financial Services?

At Chambers Financial Services, we pride ourselves on providing a supportive and collaborative team environment, where you can thrive and grow your career. Our commitment to quality advice and excellent customer service is at the heart of everything we do.

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