Infinite Financial Services, established in 2010, has offices in Chorley and Appleby in the Northwest of England. As a “Key Account” of Quilter Financial Planning, one of the UK's largest financial planning networks, Infinite FS and Patrick James Solutions (a trading style of Infinite FS) are dedicated to forging long-term relationships with clients by providing trusted mortgage and protection advice. Nestled in the beautiful Cumbrian countryside and the main office in the market town of Chorley, we take pride in serving clients both locally and across the nation. We are committed to delivering top-tier, personalised advice services, either face-to face or remotely. Our goal is to ensure clients' security and peace of mind through honest mortgage market advice. We are in search of a seasoned Mortgage & Protection Sales Advisor to become part of our vibrant team based in Chorley, aiding clients in finding tailored solutions for their personal and business needs. Our company prides itself on exceptional customer service and guiding customers to the finest Mortgage & Protection products available, thus it is crucial that the prospective candidate shares this commitment
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
Demonstrated experience as a Mortgage & Protection Advisor with a solid history of generating new sales and seeing them through to completion
In-depth knowledge of the Mortgage & Protection industry and financial regulations
Dedication to ongoing professional development
The position offers a lucrative earning potential on a self employed basis with full admin support.
Additional benefits include opportunities for career advancement, a supportive and team-oriented work environment, continuous training and development, servicing a broad client base with numerous mortgage maturity dates, a flexible work schedule with home and office options, comprehensive back-office administrative support, and the option to work a four-day week
Our organization is steadfast in its commitment to diversity and inclusivity. We believe that a diverse team enriches our work environment and enhances the quality of our services.