Mortgage à Grande-Bretagne

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Client: Quilter

Location: Southampton, United Kingdom

Job Category: Other

EU work permit required: Yes

About the Business

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.

Quilter oversees £119.4 billion in customer investments (as at end December 2024). It offers financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business segments are Affluent and High Net Worth.

Our goal is to stay innovative and customer-centric, transforming and modernising our services. Join us if you want to challenge the status quo and make a difference!

About the Role

Level: 3

Department: Recruitment & Establishment

Location: Homebased, UK

Contract Type: Permanent

Regulated/Non-Regulated: Non-Regulated

The role involves tracking and onboarding quality advice firms (Appointed Reps) into the QFP Mortgage Network, supporting network growth and recruitment of RIs into existing firms. The focus is on Mortgage and Protection advice, emphasizing strong client outcomes and growth within the group.

The Search Consultant will support the Regional Director in sourcing and converting high-quality recruits, ensuring a smooth recruitment journey. Responsibilities include:

1. Identifying, contacting, and nurturing prospective Reps using various marketing channels.
2. Assisting new advisers with application paperwork and guiding them through the process.
3. Supporting advisers in developing Business Plans to demonstrate their suitability.
4. Maintaining relationships with recruits, gathering referrals, and upholding brand image.
5. Updating recruitment data in the CRM platform, Workable.
6. Staying informed about market trends and sharing insights with the team.
7. Fostering teamwork and cross-collaboration.
8. Ensuring compliance with Risk and Compliance standards.
9. Promoting service excellence and continuous improvement.
10. Building strong relationships across the business, embodying company values.

Consumer Duty

Operate with integrity, transparency, and good faith towards customers, avoiding foreseeable harm.

About You

• Understanding of different adviser employment models (employed vs self-employed).
• Strong knowledge of Mortgage and Protection businesses.
• Ability to build relationships quickly and effectively.
• Experience in fast-paced recruitment environments.
• Excellent communication and presentation skills.
• Competent IT skills, including LinkedIn and CRM systems.
• Willingness to learn and develop.
• Desirable: CeMAP qualification or willingness to attain it.
• Target-driven and comfortable under pressure.

#LI-remote #LI-FD1 #Quilter

Inclusion & Diversity

We value diversity and promote inclusivity, ensuring equal opportunities for all based on skills and potential.

Our Values

• Do the right thing: act with integrity and exceed expectations.
• Always curious: seek new ideas and knowledge.
• Embrace challenge: aim high and transform potential into outcomes.
• Stronger together: collaborate, support, and trust each other.

Core Benefits

• Holiday: 26 days (182 hours)
• Incentive Scheme: Performance-based rewards
• Pension Scheme: Non-contributory with options to contribute
• Private Medical Insurance: Single cover, options for family
• Life Assurance: 4x salary
• Income Protection: 75% of salary after 26 weeks
• Healthcare Cash Plan: Jersey employees only