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For Companies At a Glance
- Tasks: Help clients secure tailored mortgage and protection solutions while providing exceptional customer service.
- Company: Join IBA Wealth Management, part of Quilter Financial Planning, a leading UK financial services company.
- Benefits: Enjoy a competitive salary, performance bonuses, hybrid working, and ongoing training opportunities.
- Why this job: Be part of a supportive team focused on client success and career growth in a thriving industry.
- Qualifications: CeMAP qualification and at least one year of experience as a Mortgage & Protection Advisor required.
- Other info: Flexible working options available; applicants from across the UK are encouraged to apply.
The predicted salary is between 18000 - 35000 £ per year.
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, one of the largest networks in the UK. The IBA brand was founded in 1990, offering a 'one stop shop' for its customers and advisers.
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 based around customer service and helping customers find the best Mortgage & Protection products and solutions, 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:
- CeMAP qualification.
- Proven experience as a Mortgage & Protection Advisor, with a strong track record in generating new sales and following through to completions (Minimum 1 year experience).
- Existing client bank to top up leads provided by IBA.
- Results driven mindset with strong sales abilities.
- 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 £25,000 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 darren@ibawm.co.uk.
Mortgage & protection Adviser (Norfolk) employer: Quilter
Contact Detail:
Quilter Recruiting Team
darren@ibawm.co.uk
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage & protection Adviser (Norfolk)
✨Tip Number 1
Familiarise yourself with the latest trends in the Mortgage & Protection market. This will not only help you during interviews but also demonstrate your commitment to staying updated, which is crucial for a role that requires comprehensive advice.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who are already working as Mortgage & Protection Advisors. They can provide insights into the role and may even refer you to opportunities within their networks.
✨Tip Number 3
Prepare to discuss your existing client bank and how you plan to leverage it in this new role. Highlighting your ability to generate leads and maintain relationships will set you apart from other candidates.
✨Tip Number 4
Showcase your sales achievements and results-driven mindset during any discussions. Be ready to share specific examples of how you've successfully closed deals or improved customer satisfaction in previous roles.
We think you need these skills to ace Mortgage & protection Adviser (Norfolk)
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 and any proven sales track record, as these are crucial for the role.
Craft a Compelling Cover Letter: In your cover letter, explain why you are passionate about helping clients find the best mortgage and protection solutions. Mention your customer service mindset and how it aligns with the company's ethos.
Showcase Your Skills: Highlight your strong communication and interpersonal skills in both your CV and cover letter. Provide examples of how you've successfully built long-term client relationships in the past.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter to ensure there are no spelling or grammatical errors. A polished application reflects your attention to detail, which is essential in this role.
How to prepare for a job interview at Quilter
✨Know Your Products
Make sure you have a solid understanding of the Mortgage & Protection products you'll be discussing. Familiarise yourself with the latest market trends and regulations, as this will demonstrate your expertise and commitment to providing the best advice for clients.
✨Showcase Your Sales Experience
Be prepared to discuss your previous sales achievements in detail. Highlight specific examples where you've successfully generated new business or completed transactions, as this will show that you have the results-driven mindset they are looking for.
✨Emphasise Customer Service
Since the company values exceptional customer service, be ready to share examples of how you've gone above and beyond for clients in the past. This will help illustrate that you align with their ethos of putting customers first.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This shows your interest in the role and the company, and it gives you a chance to assess if this is the right fit for you as well.
