Self-Employed Mortgage & Protection Advisor – Leads

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

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.