Property Finance Advisor

2 days ago


Crawley, West Sussex, United Kingdom Quilter Financial Planning Full time

Job Title: Property Finance Advisor

About the Role:

We are seeking a skilled Property Finance Advisor to join our team at Quilter Financial Planning. As a key member of our Estate Agency team, you will work closely with us to help customers secure the best property finance deals.

Key Responsibilities:

  • Work closely with the Estate Agency team to help customers purchase their dream home.
  • Provide comprehensive property finance advice to a diverse range of clients.
  • Assess clients' financial circumstances to determine suitable property finance products.
  • Maintain up-to-date knowledge of the property finance market and related financial products.
  • Liaise with lenders, estate agents, and solicitors to ensure smooth transactions.
  • Prepare and submit detailed property finance applications on behalf of clients.
  • Offer guidance on protection products related to the property finance process, such as life insurance and home insurance.
  • Ensure compliance with all relevant regulations and laws.

Requirements:

  • CeMAP qualification
  • Proven experience as a Mortgage Advisor, preferably within an estate agency setting & a strong track record in generating new sales and following through to completions.
  • Strong understanding of the mortgage market and financial regulations.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • High level of numeracy and attention to detail.
  • Commitment to continuous professional development.
  • A resilient, positive, and friendly attitude.
  • Motivated to be successful.
  • Able to work under pressure and build strong alliances.

Benefits:

  • Competitive basic salary with a realistic year one OTE of £50,000.
  • Lucrative earning potential and uncapped commission opportunities.
  • Ongoing training and development.
  • Supportive and collaborative work environment.
  • Flexible working pattern (home and office based).


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