Mortgage & Protection Adviser

Quilter; Lancashire; On-site; GBP 30,000 - 50,000; Full time

Job summary

A leading financial service provider in Lancashire seeks a Mortgage & Protection Sales Advisor to guide clients towards tailored financial solutions. With a focus on exceptional customer service and a supportive work environment, candidates are expected to have CeMAP qualifications and relevant experience in the industry.

Benefits

Flexible work schedule with home and office options

Opportunities for career advancement

Continuous training and development

Comprehensive administrative support

Possibility to work a four-day week

Qualifications

• Demonstrated experience as a Mortgage & Protection Advisor.
• In-depth knowledge of the mortgage & protection industry.
• Capability to work both autonomously and collaboratively.

Responsibilities

• Provide comprehensive Mortgage & Protection advice.
• Assess clients’ financial circumstances to determine suitable products.
• Deliver exceptional customer service, building long-term client relationships.

Skills

Communication

Interpersonal Abilities

Attention to Detail

Numeracy

Stress Management

Education

CeMAP Qualification

Competent Advisor Status (Preferred)

Job description

Quilter Lancashire, England, United Kingdom

Quilter Lancashire, England, United Kingdom

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Regional Director - specialising in recruitment of existing AR firms wanting a change of direction , also helping new start businesses and…

Infinite Financial Services, established in 2010, has offices in Chorley and Appleby in the Northwest of England. As a “Key Account” of Quilter Financial Planning, one of the UK's largest financial planning networks, Infinite FS and Patrick James Solutions (a trading style of Infinite FS) are dedicated to forging long-term relationships with clients by providing trusted mortgage and protection advice. Nestled in the beautiful Cumbrian countryside and the main office in the market town of Chorley, we take pride in serving clients both locally and across the nation. We are committed to delivering top-tier, personalised advice services, either face-to face or remotely. Our expertise allows us to offer a comprehensive range of insurance services to safeguard homes, lives, or businesses in adverse situations. Our goal is to ensure clients' security and peace of mind through honest mortgage market advice.

We are in search of a seasoned Mortgage & Protection Sales Advisor to become part of our vibrant team based in Chorley, aiding clients in finding tailored solutions for their personal and business needs. Our company prides itself on exceptional customer service and guiding customers to the finest Mortgage & Protection products available, thus it is crucial that the prospective candidate shares this commitment

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

Qualifications:

CeMAP qualification and, ideally “ competent adviser status”. Demonstrated experience as a Mortgage & Protection Advisor with a solid history of generating new sales and seeing them through to completion

In-depth knowledge of the Mortgage & Protection industry and financial regulations

Outstanding communication and interpersonal abilities

Capability to work autonomously and collaboratively

Exceptional numeracy and meticulous attention to detail

Dedication to ongoing professional development

Resilient, optimistic, and amiable disposition

Driven by success

Consistently acting in the customer's best interest.

Capacity to manage stress and forge robust partnerships

Salary and Benefits:

The position offers a lucrative earning potential on a self employed basis with full admin support.

Additional benefits include opportunities for career advancement, a supportive and team-oriented work environment, continuous training and development, servicing a broad client base with numerous mortgage maturity dates, a flexible work schedule with home and office options, comprehensive back-office administrative support, and the option to work a four-day week

Our organization is steadfast in its commitment to diversity and inclusivity. We believe that a diverse team enriches our work environment and enhances the quality of our services. We are dedicated to creating an inclusive space where everyone, regardless of their background, can thrive and contribute to our collective success. Self generation of leads will be required initially for this role

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].

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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