Self-employed Mortgage Adviser
Quilter Financial Planning, United Kingdom
Job Description
One of our highly successful and leading businesses, Infinite Financial Services Ltd, are currently seeking an experienced mortgage adviser to join their team, on a self-employed basis. The company recognise the importance of flexible working, providing their staff the option to work from home and use their office space in Chorley. The company provide a range of services including mortgage planning (on a Whole of Market basis), protection advice, equity release and insurance, to numerous clients. They take pride in their honest and professional approach to providing services to their clients and would like the successful candidate to be like-minded.
This leading mortgage planning business is aligned to and supported by Quilter Financial Planning, the UK's number 1 financial advice business.
Requirements
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 independent mortgage advice and explain different types of mortgages available
- Explain required insurance products so that clients can make informed choices.
- Communicate with estate agents, mortgage lenders, solicitors, and insurance providers.
- Ensure all regulatory documentation completed within the required timescale
- Keep up to date with new mortgage and protection products and changes in mortgage regulation
- Respect your client's right to confidentiality
- Support additional income streams
- Embrace company values and promote them effectively alongside the brand.
- Maintain Generic knowledge of the financial services industry and knowledge that is deemed necessary
Candidate Requirements:
- Cemap qualified or relevant mortgage advice qualifications
- Excellent customer service skills and client-orientated
- The ability to explain complex information clearly and simply.
- Excellent, empathetic communicator with a real flair for getting into the detail of things
- Honest and trustworthy attitude.
- Respect for confidential information.
- Previously working in banking or sales environment would be of benefit
- Ambitious and driven individuals who are prepared to work with a ‘go-getter’ attitude
- Ability to demonstrate excellence in your field
- Work your own client bank
- Minimum 2-3 years’ experience
Benefits
- Generous commission split package, with OTE 60-100k
- Dedicated administration support (if required)
- Superb support and training opportunities
- Flexible working schedule
- Marketing support is available
- Flexible Working Location Desk in the Chorley office or work from home or a mix
- Support of Directors Faz amp; Ian Both very experienced advisers and industry people
- Opportunity to go on Mortgage 2 Wealth Journey with QFP Financial Adviser School and opportunity to transfer into their other business called TP Financial Solutions as a restricted financial planner