Hays Financial Group - Employed Mortgage & Protection Role

April 5

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Quilter Financial Planning

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Quilter Financial Planning, part of Quilter, is one of the leading financial advice networks in the UK.

Savings and investments advice • Retirement planning • Estate and trust planning • Mortgage advice • Life Insurance and protection planning

501 - 1000

Description

• Meeting performance targets • Ability to prospect and organise meetings • Fact-find effectively to establish the client’s current finances and future aspirations. • Provide high quality professional mortgage advice and explain different types of mortgages available • Explain required insurance and protection products so that clients can make informed choices. • Communicate effectively at all levels • Ensure all regulatory documentation completed within the required timescale • Keep up to date with new mortgage and protection products and changes in mortgage regulation • Maintain generic knowledge of the Financial Services industry and knowledge that is deemed necessary • Embrace company values and promote them effectively alongside the brand.

Requirements

• CeMAP or relevant Mortgage Qualification • A positive attitude and excellent team communication • Looking to progress your career to the next level • Client-orientated with high customer service skills and communication • The ability to explain complex information clearly and simply • Minimum 2 years+ experience

Benefits

• Generous Basic & Benefits Package/Commission Split – OTE £70K+ Uncapped • Pension, Paid Holidays, DIS, Company Mobile and Laptop for employed applicants • Working with a well-established, professional, forward-looking company • Full Administration Support • 100% Flexible Working – WFH, Hybrid, Office (state of the art) • Development Support towards full financial adviser role if required • Quality leads supplied