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- Tasks: Help clients secure tailored mortgage and protection solutions while providing exceptional customer service.
- Company: Join Action Financial Services, a trusted intermediary in the UK mortgage and protection market since 2010.
- Benefits: Enjoy flexible working options, lucrative earnings, and ongoing training in a supportive environment.
- Why this job: Be part of a dynamic team focused on client relationships and making a real impact in people's lives.
- Qualifications: CeMAP qualification and proven experience as a Mortgage & Protection Advisor are essential.
- Other info: Opportunity to work four days a week with back-office admin support.
The predicted salary is between 36000 - 60000 £ per year.
Location: Flexible - Home based / Office based / Hybrid working
Job Type: Full-Time
About Us:
Action Financial Services was established in 2010 with offices in Portsmouth, Hampshire. We are a Key Account of Quilter. Quilter Financial Planning network are one of the largest networks in the UK. Action Finance aim to create long term relationships with their clients by becoming a trusted intermediary for Mortgage and protection advice. With access to multiple offices, including London, we are proud to support our clients both locally and nationally. We believe in offering clients first rate face to face or remote advice services. We ensure that our clients receive the best advice tailored to their individual needs. We also have the knowledge and experience to offer clients a full range of insurance services, whether it be to protect homes, lives or businesses, should the worst happen. Our aim is also to help clients achieve security and peace of mind by offering mortgage market advice with an honest approach. We also have associations with Financial Planners which, via introductions, can produce another income stream.
We are currently seeking an experienced skilled Mortgage & Protection Sales Advisor to join our dynamic team and assist clients in securing 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.
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:
- CeMAP qualification and competent adviser status.
- Proven experience as a Mortgage & Protection Advisor, and a strong track record servicing client banks.
- 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 access to a strong client bank (has only become available due to ill health of our top producer).
- Opportunities for career progression.
- Supportive and collaborative work environment.
- Ongoing training and development.
- Servicing a vast client bank with an abundance of mortgage end dates to service.
- Flexible working pattern (home and office based).
- Back-office admin support.
- Opportunity to work 4 days a week.
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 vikki.jenson@quilter.com
Mortgage Consultant (Portsmouth) employer: Quilter
Contact Detail:
Quilter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Consultant (Portsmouth)
✨Tip Number 1
Network with professionals in the mortgage and protection industry. Attend local events or join online forums where you can connect with other advisors and potential clients. This will not only enhance your knowledge but also increase your visibility in the field.
✨Tip Number 2
Stay updated on the latest trends and changes in the mortgage market. Subscribe to industry newsletters or follow relevant social media accounts. This knowledge will help you demonstrate your expertise during interviews and discussions.
✨Tip Number 3
Prepare to discuss specific case studies or examples from your previous experience that highlight your ability to provide tailored advice. This will showcase your problem-solving skills and your commitment to client satisfaction.
✨Tip Number 4
Research Action Financial Services thoroughly. Understand their values, services, and client approach. Tailoring your conversation to align with their ethos will show that you are genuinely interested in being part of their team.
We think you need these skills to ace Mortgage Consultant (Portsmouth)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as a Mortgage & Protection Advisor. Emphasise your CeMAP qualification, client servicing skills, and any specific achievements in the mortgage market.
Craft a Compelling Cover Letter: In your cover letter, explain why you are passionate about providing exceptional customer service in the mortgage sector. Mention your understanding of the Mortgage & Protection market and how your skills align with the company's ethos.
Showcase Your Communication Skills: Since excellent communication is key for this role, consider including examples in your application that demonstrate your interpersonal skills and ability to build long-term client relationships.
Highlight Continuous Professional Development: Mention any ongoing training or professional development you have undertaken related to mortgages and protection. This shows your commitment to staying updated in the field and your motivation to succeed.
How to prepare for a job interview at Quilter
✨Know Your Products
Make sure you have a solid understanding of the Mortgage and Protection products offered by Action Financial Services. Be prepared to discuss how these products can meet various client needs, as this will demonstrate your expertise and commitment to providing tailored advice.
✨Showcase Your Client-Centric Approach
Since the company values long-term relationships with clients, be ready to share examples of how you've successfully built rapport and trust with previous clients. Highlight your customer service skills and your ability to put clients' needs first.
✨Stay Updated on Market Trends
Familiarise yourself with the latest trends in the Mortgage and Protection market. Being able to discuss current market conditions and how they affect clients will show that you are proactive and knowledgeable, which is crucial for this role.
✨Prepare Questions
Have a few thoughtful questions ready to ask during the interview. This could include inquiries about the company's approach to client relationships or how they support their advisors in professional development. It shows your genuine interest in the role and the company.
