Mortgage Advisor

Expired
Company:  Quilter Financial Planning
Location: Essex
Closing Date: 18/10/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description
One of our highly successful and leading businesses, Chambers Financial Services, are currently seeking a Self-Employed Experienced Mortgage & Protection Adviser to join their team. The company provides a range of services including Mortgage Planning, Protection Advice and General Insurance. The company are an established family run firm offering a supportive and friendly environment to thrive. Their commitment to quality advice and excellent customer service is at the heart of everything they do.In addition to offering dedicated administration to create time to spend on income generating activities they also provide direct support from its directors.Skills:CeMAP or relevant Mortgage QualificationA positive attitude and excellent team communicationDedicated, hard-working, wishing to achieve a high level of income only through providing good client outcomesClient-orientated with high customer service skills and communicationThe ability to explain complex information clearly and simplyMinimum 5 years+ experience with delivering mortgage and protection adviceClient Bank with additional leads to be provided by the companyBenefits:Uncapped income potential through a generous commission split Working with a well-established, professional, forward-looking company Full administrative support, including submissions and pipeline managementA supportive and collaborative team environmentCoaching / Mentoring to help upskill and further increase earning potentialFlexible working arrangements (office-based or home-based) Your duties will usually include:Meeting performance targetsAbility to prospect and organise meetingsFact-find effectively to establish the client’s current finances and future aspirations.Provide high quality professional mortgage advice and explain different types of mortgages availableExplain 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 levelsEnsure all regulatory documentation completed within the required timescaleKeep up to date with new mortgage and protection products and changes in mortgage regulationMaintain generic knowledge of the Financial Services industry and knowledge that is deemed necessaryEmbrace company values and promote them effectively.
Quilter Financial Planning
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