Job title: Employed Mortgage & Protection Adviser
Salary: £45,000 – £50,000 plus commissions, plus profit share and pension
Contract type: Full-time Permanent, Hybrid Working – 2 days per week in office.
About Us & The Role Our passion:
An established City based financial planning firm, with our office in Quilter HQ. We specialise in helping affluent London based Corporate Executives, Small business owners and professionals with their financial planning needs.
We provide holistic financial planning to mass affluent, time poor London professionals and also specialise in taking clients from being mortgage clients to wealth management clients. We already have an established small mortgage business.
Our values:
Stay calm, be resilient, be aspirational for the future, be valued advisers, and have fun whilst doing it.
Job overview & key responsibilities:
We wish to build our Mortgage & Protection business aggressively through a 3-5 year plan.
This role will be the key player in doing that, building on the established mortgage client’s relationships, and also developing relationships with Financial Planning clients and their families.
- Work with high calibre professional clients arranging their mortgage and protection needs and referring opportunities to the Wealth Management team.
- Assist with servicing existing clients.
- Working with the Managing Director to build the new business, enhancing already established marketing and enhancing organic referrals.
- Work with the Managing Director to develop existing and new introducers, manage events and assist with marketing development.
- Specializing in a niche area of high calibre clients, rapidly building a client bank of city professionals
- Ensure all recommendations and reports meet legal and regulatory requirements in liaison with the support team.
- Manage own workload, tasks and delivery.
Maximise client opportunities and case value – pick up on the protection, Wills & Trusts, GI, in-house Wealth referrals.
Ability to develop into managerial function as the business grows
Apply via the link or email Lee.Barnes@Quilter.Com for more information.
Key Words:
Interpersonal Skills, Mortgage Planning, Protection, Client Orientation, Financial Goals & Opportunities, Business, Helping Clients, Customer Relations, Ambitious, CeMAP
…