Mortgage and Protection Specialist

7 days ago


Essex, United Kingdom Quilter Financial Planning Full time
Job Description

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

In this role, you will have the opportunity to work with a well-established, professional company that provides a range of services including Mortgage Planning, Protection Advice, and General Insurance. Our commitment to quality advice and excellent customer service is at the heart of everything we do.

The estimated salary for this position is £40,000 - £60,000 per annum, depending on experience. This figure is based on industry standards and takes into account the level of expertise required for the role.

Key Responsibilities:

  • Meeting performance targets
  • Ability to prospect and organise meetings
  • Fact-find effectively to establish the client's current finances and future aspirations
  • Provide high-quality professional mortgage advice and explain different types of mortgages available
  • Explain required insurance and protection products so that clients can make informed choices
  • Networking to increase new business and introducer opportunities
  • Develop and create relationships
  • Communicate effectively at all levels
  • Ensure all regulatory documentation completed within the required timescale
  • Keep up to date with new mortgage and protection products and changes in mortgage regulation
  • Maintain generic knowledge of the Financial Services industry and knowledge that is deemed necessary
  • Embrace company values and promote them effectively

Benefits:

  • Uncapped income potential through a generous commission split
  • Working with a well-established, professional, forward-looking company
  • Full administrative support, including submissions and pipeline management
  • A supportive and collaborative team environment
  • Coaching / Mentoring to help upskill and further increase earning potential
  • Flexible working arrangements (office-based or home-based)


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