Job Title: Mortgage & Protection Advisor Location: Flexible - Office based / Hybrid working
Job Type: Full-Time
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 network in the UK. The IBA brand was founded in 1990 in which the company offers a 'one stop shop' for its customers and, of course, for its advisers; what better way is there to protect a client bank than to give them no reason to go elsewhere?
We are currently seeking a skilled Mortgage & Protection Sales Advisor to join our team and assist clients in securing the 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
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.
Deliver exceptional customer service, building and maintaining long-term client relationships.
Proven experience as a Mortgage & Protection Advisor, and a strong track record in generating new sales and following through to completions ( Minimum 1 yr experience)
Existing client bank to top up leads provided by IBA
Strong understanding of the Mortgage & Protection market and financial regulations.
Commitment to continuous professional development.
Competitive salary of up to £25000 basic ( depending on experience ) + performance based bonuses.
Ongoing training and development to enhance your expertise
Career progression opportunities within a growing wealth management firm
Back-office admin support