Mortgage and Protection Adviser

23 hours ago

Kent, United Kingdom Quilter Financial Planning Full time £75,000 - £100,000
Unlock Your Potential as a Mortgage and Protection Adviser

Quilter Financial Planning is seeking a highly skilled Mortgage and Protection Adviser to join their team. As a key member of our team, you will be responsible for providing expert mortgage and protection advice to our clients, helping them achieve their financial goals.

About the Role:

  • Meet performance targets and exceed client expectations
  • Prospect and organise meetings to establish new business opportunities
  • Fact-find effectively to understand clients' current finances and future aspirations
  • Provide high-quality mortgage and protection advice, explaining complex information in a clear and concise manner
  • Communicate effectively with clients at all levels, ensuring their needs are met and exceeded
  • Ensure all regulatory documentation is completed within the required timescale
  • Stay up-to-date with new mortgage and protection products, as well as changes in mortgage regulation
  • Maintain a deep understanding of the Financial Services industry and its key developments

What We Offer:

  • Generous commission split with uncapped earning potential
  • Opportunity to work with a well-established, professional, and forward-looking company
  • Full administration support to help you succeed
  • Flexible working arrangements, including hybrid or office-based options
  • Development support to help you progress to a full financial adviser role
  • Some leads supplied to help you get started

Requirements:

  • CeMAP or relevant mortgage qualification
  • Positive attitude and excellent team communication skills
  • Minimum 2 years' experience in a similar role
  • Client-orientated with high customer service skills and communication
  • Ability to explain complex information clearly and simply

Why Join Us:

At Quilter Financial Planning, we pride ourselves on our honest and professional approach to providing exceptional service to our clients. With over 35 years of trading and a management team with over 100 years of advisory experience, you will learn and be mentored by the best in the industry.

Key Skills:

  • Interpersonal skills
  • Mortgage planning
  • Protection
  • Client orientation
  • Financial goals and opportunities
  • Business
  • Helping clients
  • Customer relations
  • Ambitious
  • Friendly

Company Website: https://www.quilterfinancialplanning.co.uk/

Key Words: Mortgage Planning, Protection, Client Orientation, Financial Goals & Opportunities, Business, Helping Clients, Customer Relations, Ambitious, Friendly, CeMap

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