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- 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 flexible working options, lucrative commission, ongoing training, and full sales support.
- Other info: Work from home or the office with a strong emphasis on collaboration and client relationships.
- Why this job: Be part of a supportive team focused on client success and professional growth in a dynamic market.
- Qualifications: CeMAP qualification and proven experience as a Mortgage & Protection Advisor required.
The predicted salary is between 36000 - 60000 £ per year.
Mortgage & Protection Advisor
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 who are one of the largest network in the UK. The IBA brand was founded in 1990 in which the company offers a ‘one stop shop’ for its customers and, of course, for its advisers; what better way is there to protect a client bank than to give them no reason to go elsewhere?
We are currently seeking a skilled Mortgage & Protection Sales Advisor to join our team and assist clients in securing the 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. 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
- Proven experience as a Mortgage & Protection Advisor, and a strong track record in generating new sales and following through to completions ( Minimum 1 yr experience)
- Existing client bank to top up leads provided by IBA
- Results driven mindset with strong sales abilities
Experience Required
- 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 £25000 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
#J-18808-Ljbffr
Contact Detail:
Quilter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage & protection Adviser
✨Tip Number 1
Network with professionals in the mortgage and protection industry. Attend relevant events or webinars to connect with potential colleagues and clients, which can help you gain insights and referrals that may lead to job opportunities.
✨Tip Number 2
Stay updated on the latest trends and regulations in the mortgage and protection market. This knowledge will not only enhance your expertise but also demonstrate your commitment to continuous professional development during interviews.
✨Tip Number 3
Prepare to discuss your existing client bank and how you can leverage it to generate new sales. Highlighting your proven track record in building client relationships will make you a more attractive candidate.
✨Tip Number 4
Showcase your customer service skills by preparing examples of how you've gone above and beyond for clients in the past. This aligns with the company's ethos and will help you stand out as a candidate who shares their values.
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 relevant experience as a Mortgage & Protection Advisor. Emphasise your CeMAP qualification, sales achievements, and any existing client relationships that could benefit the role.
Craft a Compelling Cover Letter: In your cover letter, explain why you are passionate about providing exceptional customer service in the financial sector. Mention specific examples of how you've successfully assisted clients in the past and how your values align with IBA Wealth Management's ethos.
Showcase Your Knowledge: Demonstrate your understanding of the Mortgage & Protection market in both your CV and cover letter. Mention any recent trends or changes in regulations that you are aware of, and how they impact client advice.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial services industry.
How to prepare for a job interview at Quilter
✨Know Your Products
Make sure you have a solid understanding of the Mortgage & Protection products available in the market. Be prepared to discuss how these products can meet various client needs, as this will demonstrate your expertise and commitment to providing tailored solutions.
✨Showcase Your Customer Service Skills
Since the company values exceptional customer service, be ready to share examples from your past experiences where you went above and beyond for clients. Highlighting your ability to build long-term relationships will resonate well with the interviewers.
✨Demonstrate Compliance Knowledge
Familiarise yourself with the relevant regulations and laws governing the Mortgage & Protection sector. During the interview, express your understanding of compliance and how it impacts your work, as this is crucial for maintaining trust with clients and the company.
✨Prepare Questions
Have a list of thoughtful questions ready to ask during the interview. This shows your genuine interest in the role and the company. Inquire about their approach to lead generation or how they support their advisers, which can also help you gauge if it's the right fit for you.