- 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
- 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
- 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
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Self-Employed Mortgage - Lynn, United Kingdom - Quilter Financial Planning
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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:
Candidate Requirements:
Benefits:
Key Skills:
Interpersonal Skills, Mortgage Planning, Protection, Client Orientation, Financial Goals & Opportunities, Business, Helping Clients, Customer Relations, Ambitious, Friendly, CeMap