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Mortgage and Protection Adviser
2 months ago
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 simple manner
- Communicate effectively at all levels, ensuring seamless client relationships
- 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 serving 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
