Job Title: Mortgage & Protection Advisor
Flexible - Home based / Office based / Hybrid working
Job Type: Full-Time
Action Financial Services was established in 2010 with offices Portsmouth, Hampshire. We are a Key Account of Quilter. Quilter Financial Planning network are one of the largest networks in the UK. Action Finance aim to create long term relationships with their clients by becoming a trusted intermediary for Mortgage and protection advice. We believe in offering clients first rate face to face or remote advice services. Our aim is also to help clients achieve security and peace of mind by offering mortgage market advice with an honest approach. We also have associations with Financial Planners which, via introductions, can produce another income stream.
We are currently seeking an experienced skilled Mortgage & Protection Sales Advisor to join our dynamic 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.
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 servicing client banks.
Strong understanding of the Mortgage & Protection market and financial regulations.
Commitment to continuous professional development.
Lucrative earning potential with access to a strong client bank (has only become available due to ill health of our top producer).
Opportunities for career progression.
Ongoing training and development.
Servicing a vast client bank with an abundance of mortgage end dates to service.
Flexible working pattern (home and office based).
Back-office admin support.