Mortgage Consultant

Quilter Financial Planning; Bedworth; On-site; GBP 35,000 - 55,000; Full time

Benefits offered by this job

Centralised admin and compliance support

Job summary

A financial planning firm in Bedworth is seeking an experienced Mortgage & Protection Advisor to work on a self-employed basis. The role involves building your own client bank supported by estate agency-generated leads. Ideal candidates will have a proven track record in mortgage & protection advice, be confident in generating new business, and have excellent client relationship skills. A positive mindset and full UK driving licence are required for this target-driven position.

Qualifications

• Proven track record in mortgage & protection advice.
• Confident generating and converting new business.
• Positive, motivated, and professional mindset.
• Comfortable working under pressure.
• Full UK driving licence.

Responsibilities

• Build and develop a strong client base through estate agency referrals and self-generated leads.
• Provide tailored mortgage and protection advice to meet individual client needs.
• Convert opportunities through to successful completion.
• Build trusted relationships with the estate agency team.
• Participate in regular team meetings to share best practice.

Skills

Target-driven environment

Generating new business

Building client relationships

Conversion of opportunities

Job description

Are you an experienced Mortgage & Protection Advisor ready to take control of your earnings and work on a self‑employed basis?

Or already self‑employed and looking for stronger lead flow, better commission splits, and full support?

Quilter Financial Planning are recruiting on behalf of one of our AR firms for a motivated advisor to join a well‑established estate agency partnership in Bedworth

🔑 The Opportunity

This role offers the chance tobuild and grow your own client bank from scratch, supported by a consistent stream of estate agency‑generated leads. You’ll work closely with an experienced sales team, helping clients secure their dream homes while ensuring their mortgage and protection needs are expertly met

Ideal for someone who is:

✅ Comfortable working in a target‑driven environment

💼 What’s in it for you?

✨ Centralised admin and compliance support

• Build and develop a strong client base through estate agency referrals and self‑generated leads
• Provide tailored mortgage and protection advice to meet individual client needs
• Convert opportunities through to successful completion
• Build trusted relationships with the estate agency team
• Participate in regular team meetings to share best practice
• Always act in the best interests of the customer

✔ Proven track record in mortgage & protection advice

✔ Confident generating and converting new business

✔ Positive, motivated, and professional mindset

✔ Comfortable working under pressure

✔ Full UK driving licence

If you’re open to exploring a self‑employed opportunity with strong support behind you, we’d love to hear from you

👉 Apply by sending your CV via direct message or email