Mortgage & protection Adviser

Quilter; England; On-site; GBP 22,500 - 27,500; Full time

Benefits offered by this job

Competitive salary up to £25000

Performance-based bonuses

Ongoing training and development

Career progression opportunities

Job summary

A financial services company in the UK is seeking a skilled Mortgage & Protection Advisor to provide expert advice to clients. The successful candidate will work in a hybrid environment, assess financial situations, and ensure compliance with regulations while delivering exceptional customer service. Competitive salary up to £25,000 plus performance-based bonuses is offered.

Qualifications

• Minimum 1 year experience as a Mortgage & Protection Advisor.
• Strong understanding of the Mortgage & Protection market and regulations.
• Commitment to continuous professional development.

Responsibilities

• Provide comprehensive Mortgage & Protection advice to clients.
• Assess financial circumstances to determine suitable products.
• Liaise with lenders and solicitors for smooth transactions.
• Deliver exceptional customer service and maintain client relationships.

Skills

Proven experience as a Mortgage & Protection Advisor

Strong sales abilities

Excellent communication skills

Numeracy and attention to detail

Job description

Mortgage & Protection Advisor

Location: Flexible - Office based / Hybrid working

Job Type: Full-Time

About Us: IBA Wealth Management Ltd is a Financial Services Company who offer a full Financial Planning Service to new and existing customers. We are part of Quilter Financial Planning network who are one of the largest network in the UK. The IBA brand was founded in 1990 in which the company offers a 'one stop shop' for its customers and, of course, for its advisers; what better way is there to protect a client bank than to give them no reason to go elsewhere?

We are currently seeking a skilled Mortgage & Protection Sales Advisor to join our team and assist clients in securing the bespoke solutions for their family and/or business. The company's ethos is based around customer service and helping customers find the best Mortgage & Protection products and solutions for them, so it is essential the right candidate has this same mindset. The opportunity supports hybrid working so applicants nationwide will be considered.

Key Responsibilities

• Provide comprehensive Mortgage & Protection advice to a diverse range of clients.
• Assess clients’ financial circumstances to determine suitable Mortgage & Protection products.
• Offer guidance on Protection products related to the Mortgage process, such as life assurance, protecting your income, your family and your home
• Maintain up-to-date knowledge of the Mortgage & Protection market and related financial products.
• Liaise with lenders, providers, estate agents, and solicitors to ensure smooth transactions.
• Prepare and submit detailed Mortgage & Protection applications on behalf of clients.
• Ensure compliance with all relevant regulations and laws.
• Deliver exceptional customer service, building and maintaining long-term client relationships.

Requirements

• Proven experience as a Mortgage & Protection Advisor, and a strong track record in generating new sales and following through to completions ( Minimum 1 yr experience)
• Existing client bank to top up leads provided by IBA
• Results driven mindset with strong sales abilities

Experience Required

• Strong understanding of the Mortgage & Protection 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.
• Resilient, positive and friendly attitude
• Motivated to be successful
• Always doing the right thing by the customer
• Able to work under pressure and build strong alliances

We Offer

• Competitive salary of up to £25000 basic ( depending on experience ) + performance based bonuses.
• Supportive and collaborative work environment.
• Ongoing training and development to enhance your expertise
• Some leads provided to supplement your own clients
• Career progression opportunities within a growing wealth management firm
• Back-office admin support
• Full sales & development support from directors of the business with decades of experience ( if required )

How to Apply

• Please send your CV and a cover letter detailing your experience and why you would be a perfect fit for this role to [e-mail]