Mortgage and Insurance Administrator

Our client Credius, is looking for an exceptional Mortgage & Insurance Adviser on a permanent basis.

You will have attained Competent Adviser Status (CAS) for mortgage and protection sales and be looking for the next step on your journey to being the best you can be, with the training and support provided.”

About you


  • Committed, Integrity, Accuracy, Speed and Quality
  • Client focused with warm manner, LOVES working to targets and smashing them
  • CeMAP / Equivalent qualification, has attained Competent Adviser Status (CAS) so can hit the ground running
  • Able to use your own initiative and to sometimes work to tight deadlines without needing to be asked
  • Keen to develop your career and knowledge to become the best you can be
  • Desirable if you are a maximum 45 minutes away from City based office for “office days”

Purpose of the job:


  • Working in a small team in a sales-driven environment reporting to the owner
  • Quality: Make sales and administer them to the required standards, keep accurate records on CRM database
  • Commitment: Seeking out new clients, learning how to delight them and win more like them through referrals
  • Speed: Call warm prospects & existing clients to cross sell wealth meetings and upsell insurance products
  • Hold meetings and “infect” client accounts with your energy and commitment to the best possible outcomes for our clients

Duties and responsibilities:


  • Prospecting new clients to enhance the number and quality of clients we are dealing with
  • Calculating prospecting activities, carrying out those activities, conducting sales meetings and closing sales to meet growth targets
  • Accuracy: closing and administering client business in accordance with FCA regulations and to a high standard
  • Managing and updating systems on a day to day basis with activity and results, participating in regular team meetings
  • Commitment: in terms  of identifying and seizing opportunities to cross sell / upsell / generate referral business & creating referral partnerships with other professionals
  • Attending networking, client and industry events representing the company, working alongside MD on special projects

  • Apply if:


    • You have the key qualities of Commitment, Integrity, Speed, Accuracy and Quality
    • You LOVE closing sales and exceeding targets, and want the opportunity to grow in a small firm and make a big impact
    • You’re organised.

      You have a hawk-like eye for detail and passion for process
    • Rottweiler like determination and persistence – you won’t stop until it you make the sale.

      This is a SALES job!
    • You love delighting clients and taking responsibility for delivering outstanding results
    • You have excellent written and verbal communication skills.

      We REALLY mean this.

      We send personalised and accurate emails – we want our clients to love the experience of working with us
    • You are looking for the next level of mentorship; and you want the stability of working for an established business within one of the largest and most prominent UK networks for financial advice Quilter Financial Planning.

    Detail on the Company and benefits offered::


    • Salary: £28,000 – 32,000 per annum basic salary (dependent on experience)
    • Achievable targets based bonuses, performance related.
    • The quicker the individual brings more business in, the quicker their earnings will grow
    • Bonus: Achievable targets based bonuses, performance related: reviewed monthly, quarterly and annually.

      The quicker the individual helps bring more business in, the quicker their earnings will grow.

      OTE £50,000 year one.

      No upper limit.
    • Benefits: Private Medical Insurance, Pension, 20 days paid Holiday + birthday off, 1 extra day holiday for each year worked (max 5)
    • What you will be provided: Training and onboarding in growing business, support in honing business skills, opportunities for future training & qualifications


    • Start: ASAP
    • Duration: Permanent
    • Rate: £28,000 - 32,000 + bonuses
    • Location: London
    • Type: Permanent
    • Industry: Finance
    • Recruiter: Hiring People
    • Contact: Hiring People
    • Email: to view click here
    • Reference: CRE02
    • Posted: 2021-06-28 12:04:46 -

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