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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 strong support from experienced directors.
- Why this job: Be part of a supportive team focused on customer success and personal growth in the finance sector.
- Qualifications: CeMAP qualification and proven experience as a Mortgage & Protection Advisor required.
- Other info: Nationwide applicants welcome for hybrid working opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Location: Flexible - Home based / 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 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 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:
- CeMAP qualification.
- Proven experience as a Mortgage & Protection Advisor, and a strong track record in generating new sales and following through to completions.
- Existing client bank to top up leads provided by IBA.
Experience required for the role:
- 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 up to 70% net commission split.
- Supportive and collaborative work environment.
- Ongoing training and development.
- Lead generation opportunities.
- Flexible working pattern (home and office based).
- 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 or get in contact with us by calling 07827 181902.
Mortgage & protection Adviser employer: Quilter
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 meet potential colleagues and clients, which can help you gain insights into the market and increase your chances of landing the job.
✨Tip Number 2
Stay updated on the latest trends and changes in the mortgage and protection sector. This knowledge will not only boost your confidence during interviews but also demonstrate your commitment to continuous professional development.
✨Tip Number 3
Prepare to discuss your existing client bank and how you plan to leverage it for the role. Highlighting your ability to generate leads and maintain relationships will show that you're a valuable asset to the team.
✨Tip Number 4
Practice your communication skills, as they are crucial for this role. Role-play scenarios where you explain complex mortgage and protection products to clients, ensuring you can convey information clearly and effectively.
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 bank you have.
Craft a Compelling Cover Letter: In your cover letter, explain why you're passionate about helping clients with their mortgage and protection needs. Mention specific examples of how you've successfully assisted clients in the past.
Showcase Your Customer Service Skills: Since the company values exceptional customer service, include examples in your application that demonstrate your commitment to client satisfaction and building long-term relationships.
Highlight Continuous Professional Development: Mention any ongoing training or professional development you've undertaken in the financial services sector. This shows your commitment to staying updated with market trends and regulations.
How to prepare for a job interview at Quilter
✨Showcase Your Knowledge
Make sure to demonstrate your understanding of the Mortgage & Protection market during the interview. Be prepared to discuss recent trends, regulations, and products that are relevant to the role. This will show that you are proactive and committed to staying informed.
✨Highlight Your Customer Service Skills
Since the company values exceptional customer service, share specific examples from your past experiences where you went above and beyond for clients. This will illustrate your alignment with their ethos and your ability to build long-term relationships.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and ability to handle client needs. Think about how you would approach various situations, such as dealing with a difficult client or navigating a complex mortgage application.
✨Demonstrate Your Sales Track Record
Be ready to discuss your previous sales achievements and how you generated new leads. Providing concrete numbers or examples of successful completions will help establish your credibility and show that you can contribute to the company's growth.
