Mortgage and Protection Adviser

Quantock Financial Services Ltd; Taunton; Hybrid; GBP 35,000 - 50,000; Full time

Benefits offered by this job

Structured training program

Remote work flexibility

Job summary

Quantock Financial Services Ltd is seeking Self-Employed Mortgage and Protection Advisers for a full-time hybrid role based in Taunton, with the option for remote work part or all the time.

You will provide tailored mortgage and protection advice, research market options, liaise with lenders, and process applications efficiently while building strong client relationships.

Qualifications

• CeMAP or CII required.
• Experience in financial services mortgage or protection advisory is a plus.
• Ability to follow a compliant sales process.
• Excellent sales and understanding of mortgage market.
• Strong understanding of lenders and providers procedures.
• Excellent social and communication skills.
• Ability to work independently and in both in-office and remote settings.

Responsibilities

• Provide tailored mortgage and protection advice to clients.
• Liaise with lenders and providers to source products.
• Conduct market research to identify suitable products.
• Process applications efficiently and accurately.
• Build and maintain strong client relationships.
• Stay up-to-date with regulations affecting mortgages and protections.

Skills

Sales skills

Communication skills

Relationship building

Independent work

Adaptability

Client advising

Education

CeMAP / CII qualification

Job description

We are looking for Self-Employed Mortgage and Protection Advisers…

You can be an experienced or newly qualified Adviser.Ideal for an existing Mortgage Adviser from an Estate Agency, Banking or Mortgage Brokerage background with a proven track record of advising clients. Equally for a newly qualified Adviser looking to start their career in a caring and supportive environment - we can guide and help with a structured training program.

Role Description

This is a full-time hybrid role based in Taunton, with the flexibility to work remotely for part / all of the time. As a Mortgage and Protection Adviser, you will be responsible for providing tailored mortgage and protection advice to clients, conducting market research to identify suitable financial products, and processing applications efficiently. Key responsibilities include liaising with lenders and providers, and maintaining up-to-date knowledge of mortgage and protection products and regulations. Building strong client relationships and ensuring exceptional client centred service are integral aspects of this role.

Requirements:

• CeMAP or similar CII industry-recognised qualification required
• Previous experience in financial services, within a mortgage or protection advisory capacity, is a plus
• The ability to follow a compliance sales process
• Excellent sales skills and an understanding of the mortgage market
• Strong understanding of Mortgage Lenders & Insurance Providers procedures
• Excellent social and communication skills
• Ability to build and maintain trust with clients and lenders
• Ability to work independently and adapt to both in-office and remote working environments

We can offer:

• A supply of high-quality leads if required
• Assistance with further structured training via our Business School
• Compliance support
• Flexibility to work remotely if required