Mortgage Expert

11 hours ago


London, Greater London, United Kingdom Quilter Financial Planning Full time
Mortgage & Protection Adviser Job

Quilter Financial Planning are seeking a highly skilled Mortgage & Protection Adviser to join their team on a self-employed basis.

The company values flexible working, providing staff with the option to work from home. This role involves delivering mortgage and protection advice to clients across the UK, requiring strong communication skills and the ability to explain complex information clearly.

Key Responsibilities:

  • Meet performance targets
  • Prospect and organise meetings with potential clients
  • Fact-find effectively to establish client finances and aspirations
  • Provide high-quality professional mortgage advice and explain different types of mortgages available
  • Explain required insurance and protection products for informed client choices
  • Communicate effectively at all levels
  • Ensure regulatory documentation completion within required timescales
  • Maintain up-to-date knowledge of mortgage and protection products, as well as changes in mortgage regulation
  • Embody company values and promote them effectively alongside the brand

Benefits:

  • Uncapped income potential, expected to exceed £50,000 per annum
  • 100% Flexible Working – work from home/own office
  • Ongoing business development support and training
  • Competitive revenue share

About Quilter Financial Planning:

A leading provider of financial services, Quilter Financial Planning prioritises honesty and professionalism in their approach to customer service, reflected in their VouchedFor Top Rated Advice Firm 2022 and 2024 awards.

This role offers an excellent opportunity for experienced advisers to develop their skills and expertise in a dynamic environment.


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