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    Self-Employed Mortgage - Lynn, United Kingdom - Quilter Financial Planning

    Quilter Financial Planning
    Quilter Financial Planning Lynn, United Kingdom

    2 weeks ago

    Default job background
    Description
    One of the highly successful and leading companies, IBA Wealth Management Ltd, is currently in search of a Mortgage Adviser to join their team on a self-employed basis. They understand the value of a hybrid working environment, offering the option to work from home or their office in Kings Lynn. The company specializes in Mortgage Planning, Investment & Pension Planning, Protection Advice, and Insurance services for a wide range of clients. Known for their honest and professional approach, this Financial Planning business is a Strategic Partner fully supported by Quilter Financial Planning, one of the UK's largest financial services firms.

    About the Job:
    • Meeting performance targets
    • Prospecting and organizing meetings
    • Effectively fact-finding to understand client finances and goals
    • Providing high-quality mortgage advice and explaining different options
    • Clarifying insurance and protection products for informed decisions
    • Liaising with various parties involved
    • Ensuring timely completion of regulatory documentation
    • Keeping updated on industry changes
    • Embracing company values

    Candidate Requirements:
    • CeMap qualified or similar mortgage advice qualifications
    • Excellent customer service and communication skills
    • Ability to simplify complex information
    • Detail-oriented and empathetic communicator
    • Trustworthy with respect for confidentiality
    • Ambitious individuals with client dedication
    • Minimum of 2-3 years' experience

    Benefits:
    • Competitive commission split package, OTE £50-£70K
    • Dedicated administrative support
    • Training and growth opportunities
    • Flexible schedule and location options
    • Mentorship by an experienced industry professional
    • Path to becoming a financial planner in various areas

    Key Skills:
    Interpersonal Skills, Mortgage Planning, Protection, Client Orientation, Financial Goals & Opportunities, Business, Helping Clients, Customer Relations, Ambitious, Friendly, CeMap


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