Mortgage & protection Adviser

JR United Kingdom; Greater London; Hybrid; GBP 30,000 - 70,000; Full time

Job summary

An established industry player is seeking a skilled Mortgage & Protection Advisor to join their dynamic team. This exciting role involves providing tailored advice to clients, ensuring they secure the best solutions for their financial needs. With a focus on customer service and a collaborative work environment, the position offers flexible working arrangements, including home and office-based options. The ideal candidate will have a strong sales background, excellent communication skills, and a commitment to delivering exceptional service. Join a supportive team that values professional development and offers lucrative earning potential through a competitive commission structure.

Benefits

Lucrative earning potential

Supportive work environment

Ongoing training and development

Lead generation opportunities

Flexible working pattern

Back-office admin support

Sales & development support from directors

Qualifications

• Proven experience as a Mortgage & Protection Advisor with a strong sales record.
• Excellent communication and interpersonal skills are essential.

Responsibilities

• Provide comprehensive Mortgage & Protection advice to clients.
• Assess financial circumstances to recommend suitable products.
• Maintain up-to-date knowledge of the market and regulations.

Skills

Mortgage & Protection Advice

Sales Generation

Communication Skills

Interpersonal Skills

Numeracy

Attention to Detail

Customer Service

Job description

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Job Title: Mortgage & Protection Advisor

Location: Flexible - Home based / Office based / Hybrid working

Job Type: Full-Time

About Us:

IBA Wealth Management Ltd is a Financial Services Company that offers a full Financial Planning Service to new and existing customers. We are part of Quilter Financial Planning network, one of the largest networks in the UK. The IBA brand was founded in 1990, providing a 'one stop shop' for its customers and advisers; ensuring clients have no reason to go elsewhere.

We are currently seeking a skilled Mortgage & Protection Sales Advisor to join our team and assist clients in securing bespoke solutions for their family and/or business. The company's ethos is centered around customer service and helping customers find the best Mortgage & Protection products and solutions, so it is essential that the right candidate shares this mindset. The opportunity supports hybrid working, and 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 income, family, and 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, with a strong track record in generating new sales and following through to completions.
• Existing client bank to supplement leads provided by IBA.

Experience Required for the Role:

• 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:

• Lucrative earning potential with up to 70% net commission split.
• Supportive and collaborative work environment.
• Ongoing training and development.
• Lead generation opportunities.
• Flexible working pattern (home and office based).
• 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 [emailprotected] or contact us by calling 07827 181902.