ALL ABOUT US
At Karl Tatler Financial Services we believe in being innovative, creative and dedicated in order to offer the very best in mortgage and insurance solutions. We have over 25 years industry experience as the market leader with multiple awards recognising the service we provide to our customers.
The key to our continued success is our people – working together to earn the respect and trust of our customers and provide them with the personalised advice and support that allows them to achieve their home ownership and financial protection goals.
ALL ABOUT THE OPPORTUNITY
As a Mortgage and Protection Advisor you will work with our clients to assess their financial situations, their goals and risk tolerance allowing you to recommend bespoke mortgage products. This will allow you to provide expert advice on mortgage options, interest rates and repayment terms and subsequently assist with mortgage applications and the collection of documentation. Your role will involve collaboration with lenders, solicitors and other professionals to ensure a smooth process for our clients.
You will also be responsible for the evaluation of insurance needs, recommending appropriate life, critical illness and income protection policies whilst at all times maintaining accurate records.
We can offer –
- Uncapped commission structure
- Training and professional development
ALL ABOUT YOU
- CeMap or equivalent qualification
- Experience as a Mortgage Advisor or Protection Advisor
- Excellent communication and interpersonal skills
- Ability to build and maintain relationships
- High level of organisation and eye for detail
