Job Description
Job Title: Mortgage & Protection Advisor
Location: Flexible - Office based / Hybrid working
Job Type: Full-Time
About Us:
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
Key Responsibilities:
1. Provide comprehensive Mortgage & Protection advice to a diverse range of clients.
2. Assess clients’ financial circumstances to determine suitable Mortgage & Protection ...