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- Tasks: Help clients navigate mortgages and protection products while meeting performance targets.
- Company: Join ROCKSTONE Mortgage & Financial Advice, a leading firm in financial services.
- Benefits: Enjoy flexible working options, a competitive salary, and generous commission splits.
- Why this job: Grow your career in a supportive environment with uncapped earnings and professional development.
- Qualifications: Must have CeMAP or relevant mortgage qualification and 3+ years of client-facing experience.
- Other info: Work from home or in the office as much as you want, with all leads provided.
The predicted salary is between 24000 - 42000 £ per year.
One of our highly successful and leading businesses, ROCKSTONE Mortgage & Financial Advice are currently seeking a Mortgage & Protection Adviser to join their team on a Employed basis.
The company recognise the importance of flexible working providing their staff the options to work from home this means geographical location is not an issue but also have an office for hybrid or full time working.
The company provides a range of services including Mortgage Planning, Investment & Pension Planning, Protection Advice and Insurance to numerous clients.
Skills:
CeMAP or relevant Mortgage Qualification
A positive attitude and excellent team communication
Looking to progress your career to the next level
Client-orientated with high customer service skills and communication
The ability to explain complex information clearly and simply
Minimum 3 years+ experience of dealing with clients face to face
Benefits:
Basic Salary Upto £30K Depending on experience – OTE £50-60K+ Uncapped
Generous Commission Split
Working with a well-established, professional, forward-looking company
Administration Support
100% Flexible Working – WFH – Attend/Use office as much or little as you want
Development Support towards full financial adviser role if required
All leads supplied
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 mortgage advice and explain different types of mortgages available
- Explain required insurance and protection products so that clients can make informed choices.
- Communicate effectively at all levels
- Ensure all regulatory documentation completed within the required timescale
- Keep up to date with new mortgage and protection products and changes in mortgage regulation
- Maintain generic knowledge of the Financial Services industry and knowledge that is deemed necessary
- Embrace company values and promote them effectively alongside the brand.
Mortgage Broker employer: Quilter Financial Planning
Contact Detail:
Quilter Financial Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Broker
✨Tip Number 1
Make sure to familiarize yourself with the latest mortgage products and regulations. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in the industry.
✨Tip Number 2
Network with current mortgage brokers or financial advisers. They can provide insights into the role and may even refer you to opportunities within their companies, including ours at StudySmarter.
✨Tip Number 3
Prepare to discuss your client-facing experience in detail. Highlight specific examples where you've successfully helped clients understand complex financial information, as this is crucial for the role.
✨Tip Number 4
Showcase your positive attitude and teamwork skills during any interactions. The company values a collaborative environment, so demonstrating your ability to work well with others will set you apart.
We think you need these skills to ace Mortgage Broker
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in mortgage advising and client communication. Emphasize your CeMAP qualification and any other relevant certifications.
Craft a Compelling Cover Letter: Write a cover letter that showcases your positive attitude and client-oriented approach. Mention specific examples of how you've successfully helped clients in the past.
Highlight Your Skills: In your application, clearly outline your skills in explaining complex information simply, as well as your ability to meet performance targets and work effectively in a team.
Show Enthusiasm for Flexible Working: Express your appreciation for the flexible working options offered by ROCKSTONE. Discuss how this aligns with your work style and enhances your productivity.
How to prepare for a job interview at Quilter Financial Planning
✨Showcase Your Qualifications
Make sure to highlight your CeMAP or any relevant mortgage qualifications during the interview. This is crucial as it demonstrates your expertise and commitment to the field.
✨Demonstrate Client-Centric Skills
Prepare examples of how you've successfully dealt with clients in the past. Emphasize your customer service skills and your ability to explain complex information clearly, as this is key for a Mortgage Broker.
✨Discuss Your Experience
With a minimum of 3 years of face-to-face client experience required, be ready to discuss specific situations where you met performance targets or provided exceptional advice. This will show your capability and readiness for the role.
✨Embrace Flexibility and Teamwork
Since the company values flexible working and teamwork, express your willingness to adapt to different working environments, whether it's from home or in the office. Share how you collaborate effectively with team members.
