Quilter Financial Planning

Mortgage Advisor

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Job Location

Eastern England, United Kingdom

Job Description

Unlock Your Potential as a Self-Employed Mortgage Adviser!


Join Our Team: Self-Employed Mortgage Adviser


As a self-employed mortgage adviser with us, you'll enjoy the freedom to build your own business while benefiting from the support, training and resources of an established company. We understand the value of expertise, and we're looking for dedicated professionals to join our dynamic team.


Why Choose Us?


Autonomy with Support: Be your own boss while benefiting from the support and resources of a well-established company. We believe in empowering our advisers to reach new heights.


Innovative Solutions: Stay ahead in the industry with access to cutting-edge tools and innovative solutions. We invest in technology to streamline processes and enhance your client experience.


Wide Network: Tap into our extensive network of clients, partners, and industry connections. Leverage our reputation to expand your client base and elevate your career.


Lucrative Commission Structure: Enjoy a competitive commission structure that rewards your hard work and dedication. Your success is our success, and we believe in rewarding you accordingly.


Qualifications:


Experience as a mortgage adviser – Minimum 1 year

Strong interpersonal and communication skills.

Entrepreneurial spirit and a drive for success.

Desire to own a stake in a growing company.


How to Apply:


Ready to embark on a journey of financial independence and professional growth? Send your resume and a cover letter detailing your experience and aspirations to Lee.Barnes@quilter.com


Don't miss out on this unparalleled opportunity to elevate your career, take ownership of your success. Apply now and pave the way to a brighter, more prosperous future! Your opportunity has arrived!


One of our highly successful and leading businesses, Fort Veritas Wealth are currently seeking a Mortgage & Protection Adviser to join their team on a self-employed basis.


The company recognise the importance of flexible working providing their staff and with this work from home model geographical location is not an issue.


The company provides a range of services including Mortgage and Protection/Insurance advice plus Investment & Pension Planning to numerous loyal clients.


Skills:

CeMAP or relevant Mortgage Qualification

A positive attitude and excellent team communication

Looking to progress your career to the next level

Client-orientated with high customer service skills and communication

The ability to explain complex information clearly and simply

Minimum 1 years+ experience


Benefits:

Generous Commission Split – OTE £80-100K+Uncapped

Working with a well-established, professional and forward-looking company

100% Flexible Working – WFH – Quarterly Meetings in London

Development support towards full financial adviser role if required

Top quality pre-qualified leads supplied!


Your duties will usually include:

  • 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.
  • 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



Location: Eastern England, GB

Posted Date: 9/19/2024
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Quilter Financial Planning

Posted

September 19, 2024
UID: 4839997984

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