Strategic Mortgage and Protection Propositions Lead

5 days ago


London, Greater London, United Kingdom Quilter Full time
About the Role

This is an exciting opportunity to join Quilter as a Strategic Mortgage and Protection Propositions Lead, playing a crucial role in setting the direction and solution design for the Mortgage and Protection (M&P) propositions and sales targets.

As a key member of the Quilter Financial Planning Network Leadership team, you will be responsible for ensuring good customer outcomes are central to propositional development. This includes delivering sales targets across the Mortgage Network in line with the sales plan, supporting the drive of mortgage and protection activity across all sale channels within Quilter Financial Planning, and ensuring the appropriate risk and governance framework is embedded across your team.

You will be accountable for the performance of the M&P propositions, including gross margins and gross revenue across all sales channels. Your key responsibilities will include setting the direction and development of the Mortgage Network channel, managing key initiatives to achieve the agreed annual sales targets, designing and delivering the roadmap of change and developments for the M&P propositions, and building personal relationships with key stakeholders to build sales, retention, and advocacy.

In addition, you will be responsible for developing and maintaining key relationships with leading adviser firms within the Mortgage Network channel, raising the profile of the Mortgage and Protection proposition and network externally by working in partnership with the Quilter PR team, contributing to the design and delivery of the Quilter Financial Planning strategic initiatives, and leading on all aspects of the M&P propositions including provider and service supplier selection, due diligence, relationship management, and commercial negotiations.

The successful candidate will have a strong understanding of regulatory requirements relating to the provision of good customer outcomes and the obligations for providing advice and servicing in an FCA regulated advisory business. You will need demonstrable experience of working in a Distribution environment and have solid knowledge of requirements and best advice practice in the area of mortgage and protection.

We offer a competitive salary of £120,000 - £140,000 per annum, dependent on experience. In addition, we offer a range of benefits including 182 hours holiday (26 days), Quilter Incentive Scheme, non-contributory company pension scheme, private medical insurance, life assurance, and a healthcare cash plan. We also offer flexible benefits that you can choose from and pay for conveniently via a salary deduction.



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