Mortgage & Protection Adviser

Quilter Financial Planning; United Kingdom; On-site; GBP 40,000 - 90,000; Full time

Benefits offered by this job

Leads included - 3+ a day

Admin support

Leading CRM with AI-powered tools

Job summary

Quilter Financial Planning is recruiting an ambitious mortgage broker to support new lead streams alongside established channels in the UK. You will act as guardian of customers' property journeys, handling complex scenarios with data-driven insight and fast, clear communication.

We offer 40% on introduced business, 70% on self-generated business, admin support, 3+ leads daily, and a leading CRM with AI-powered systems to enhance efficiency and outcomes.

Qualifications

• Minimum 4 years of experience as a whole of market broker.
• Recent, proven success with online enquiries.
• Compliant (CAS preferred), with no panel strike-offs or major upheld complaints.

Responsibilities

• Support new lead streams alongside existing sources to optimise borrower outcomes.
• Provide expert mortgage guidance across complex cases and channels.
• Utilise AI-powered tools and CRM to manage enquiries, applications and communications.
• Deliver a high standard of customer service and protect customer journeys.

Skills

Whole of market broker

Online enquiries experience

Compliant (CAS preferred)

Lead generation and selling

Tools

CRM system

AI-powered broker tools

Job description

An opportunity at an industry leading brokerage has become available due to new growth, they are looking for the best candidates to help support new lead streams alongside the existing established sources.

If you’re a good, ambitious broker, you'll like it here.

• Loads of the right enquiries (Matching customers based on niche-channel expertise)
• Great custom-built, broker tools and AI-powered tech
• Great culture, with the team to support you

The Person

Qualifications & Experience

• Minimum 4 years of experience as a whole of market broker
• Recent, proven success with online enquiries
• Compliant (CAS preferred), with no panel strike-offs or recent, major upheld complaints

Performance

We need advisors who care about their customers. This means being the guardian of their

property journey, which of course includes the mortgage, but also saving them from a solicitor

nightmare, supporting the property purchase with more data, and ensuring they are

fully protected.

Core attributes

We define successful advisors as having exceptional ability in 4 core attributes: Mentality >

Selling > Knowledge > Organisation/systems.

Mentality: You will need to be self-motivated, ready to help loads of customers, and go the extra

mile for people in complex circumstances. You are looking for solutions, and relish the chance to find a way for customers, however complex the situation is.

Selling: Winning web enquiries is about urgency, speed, excellent communication with a clear and professional phone manner, and the ability to build rapport with customers naturally. It is also about consistency, understanding that the right explanation and presentation of values and benefits of the service is where business is won over the long-term.

Knowledge: Your experience needs to be in more than the vanilla – be it BTL, complex income,

complex credit, properties, and customers with a variety of complex needs. We work in channels and departments of expertise, triaging customers that best fit skills and experience to optimise outcomes.

Organisation/Systems: The best advisors are proficient in various systems, and are tech-savvy.

They don't need to be told how Google docs work, can share a screen without clicking around

for ages, and don’t accidentally speak on mute all the time! We need advisors who are happy to

move with the times and make the most of our new AI-powered systems, to adapt their sales

processes and embrace the efficiency on offer.

The business

We are a team of 40+ industry experts, and are growing to help us make the most of the new

opportunities we are being offered, through a variety of new and established introducers. Thanks to our ability to maximise outcomes for complex borrowers, we now work with some of the UK’s biggest household brands to support their mortgage journey. With a strong history in lead generation, we know what it takes to generate and convert all manner of customers.

Brokers can waste a year picking the wrong firm, and it can be crippling financially (3 months to find a new firm and join, + 3 months to get going, + 3 months to really give it a go despite the

promises being broken, + 3 months to find a new firm and join, + 3 months to get going, etc,

etc)...

We won't have it.

We want total transparency, and we will ONLY take you if we think you actually have a chance

to succeed. We will not be the cause of your wasted year, and we want to create the conditions

for success, so that is fully on you.

The package

• 40% on all introduced business, with 20% for protection when written by one of our protection specialists*
• 70% on all self generated business, with 50% on protection when written by one of our
• £300 monthly fees - waived if you are hitting £9k gross banking
• Admin provided (or 5% uplift if you choose to do your own admin)
• Leads included - 3+ a day, with no caps on what you pull
• Leading CRM system to manage sales flow
• 5% bonus on any introduced business over the initial £9k.
• *if you choose to do your own protection, this is paid at the same rate as per the enquiry source