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Mortgage and Protection Adviser

2 months ago

Boughton Street, Kent, United Kingdom Quilter Financial Planning Full time
About the Role

We are seeking a highly skilled Mortgage and Protection Adviser to join our team at Quilter Financial Planning. As a Self-Employed Mortgage Specialist, you will be responsible for providing expert advice to clients on mortgage and protection products.

Key Responsibilities
  • Meet performance targets and exceed client expectations
  • Prospect and organise meetings with potential clients
  • Effectively fact-find to establish clients' current finances and future aspirations
  • Provide high-quality professional mortgage advice and explain different types of mortgages available
  • Explain required insurance and protection products to enable clients to make informed choices
  • Communicate effectively at all levels and ensure all regulatory documentation is completed within the required timescale
  • Stay up-to-date with new mortgage and protection products and changes in mortgage regulation
  • Maintain generic knowledge of the Financial Services industry and knowledge deemed necessary
  • Embody company values and promote them effectively alongside the brand
Requirements
  • CeMAP or relevant Mortgage Qualification
  • Positive attitude and excellent team communication skills
  • Minimum 2 years+ experience in the Financial Services industry
  • Client-orientated with high customer service skills and communication
  • Ability to explain complex information clearly and simply
Benefits
  • Generous Commission Split – OTE £75-100K+ Uncapped
  • Working with a well-established, professional, forward-looking company
  • Full Administration Support
  • Flexible Working – Hybrid or Office (State of the Art)
  • Development Support towards full financial adviser role if required
  • Some leads supplied - Small Client Bank Required