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Mortgage and Protection Adviser

2 months ago

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 on a Self-Employed basis. As a key member of our team, you will be responsible for providing expert mortgage and protection advice to our clients.

Key Responsibilities:

  • Meet performance targets and exceed client expectations
  • Prospect and organise meetings to establish new business opportunities
  • Fact-find effectively to understand client needs and provide tailored solutions
  • Provide high-quality mortgage and protection advice, explaining complex products in a clear and concise manner
  • Communicate effectively with clients at all levels, ensuring excellent customer service
  • 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 regulation
  • Embody our company values and promote them effectively to clients

Requirements:

  • CeMAP or relevant mortgage qualification
  • Positive attitude, excellent team communication, and a client-centric approach
  • Minimum 2 years+ experience in the financial services industry
  • Ability to explain complex information clearly and simply

What We Offer:

  • Generous commission split with uncapped OTE £75-100K+
  • Opportunity to work with a well-established, professional, and forward-looking company
  • Full administration support
  • Flexible working arrangements, including hybrid or office-based options
  • Development support towards full financial adviser role if required