At a Glance
- Tasks: Help clients find tailored mortgage and protection solutions while providing exceptional customer service.
- Company: Join Infinite Financial Services, a trusted name in financial planning since 2010, based in beautiful Chorley.
- Benefits: Enjoy flexible work options, career advancement, and comprehensive support in a vibrant team environment.
- Other info: Self-generation of leads is required initially; enjoy the option to work a four-day week.
- Why this job: Be part of a company that values diversity, inclusivity, and long-term client relationships.
- Qualifications: CeMAP qualification and experience as a Mortgage & Protection Advisor are essential.
The predicted salary is between 36000 - 60000 £ per year.
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 vikki.jenson@quilter.com.
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Finance and Sales
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StudySmarter Expert Advice🤫
We think this is how you could land Mortgage & Protection Adviser
✨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 in a fast-paced industry.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who are already working as Mortgage & Protection Advisers. They can provide valuable insights and may even refer you to opportunities within their companies.
✨Tip Number 3
Prepare for potential role-play scenarios during interviews where you might need to demonstrate your advisory skills. Practising these scenarios can boost your confidence and showcase your ability to handle real client situations.
✨Tip Number 4
Research Infinite Financial Services thoroughly. Understanding their values, client base, and approach to customer service will allow you to tailor your discussions and show how you align with their mission.
We think you need these skills to ace Mortgage & Protection Adviser
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience as a Mortgage & Protection Advisor. Focus on relevant skills, such as your CeMAP qualification and any sales achievements, to demonstrate your suitability for the role.
Craft a Compelling Cover Letter:In your cover letter, explain why you are passionate about providing mortgage and protection advice. Share specific examples of how you've helped clients in the past and how your values align with those of Infinite Financial Services.
Showcase Your Knowledge:Demonstrate your understanding of the mortgage and protection market in your application. Mention any recent trends or changes in regulations that you are aware of, which will show your commitment to staying informed in the industry.
Highlight Customer Service Skills:Since exceptional customer service is crucial for this role, include examples of how you've built long-term relationships with clients. Emphasise your communication skills and ability to work collaboratively with others in your application.
How to prepare for a job interview at Quilter
✨Know Your Products Inside Out
Make sure you have a solid understanding of the Mortgage & Protection products you'll be advising on. Familiarise yourself with the latest market trends and regulations, as this will demonstrate your expertise and commitment to providing top-notch advice.
✨Showcase Your Communication Skills
As a Mortgage & Protection Adviser, you'll need to communicate complex information clearly and effectively. Practice explaining financial concepts in simple terms, and be prepared to discuss how you've successfully built relationships with clients in the past.
✨Prepare for Scenario Questions
Expect to be asked about specific client scenarios during the interview. Think about how you would assess a client's financial situation and recommend suitable products. This will show your problem-solving skills and ability to tailor advice to individual needs.
✨Demonstrate Your Customer-Centric Approach
Highlight your dedication to acting in the customer's best interest. Share examples of how you've gone above and beyond to ensure client satisfaction, as this aligns with the company's commitment to exceptional customer service.
