Quilter Financial Planning
Mortgage & Protection Adviser
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Senior Mortgage Advisor
Location: Remote
Employment Type: Self-employed
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
- Proper admin support
- Great culture, with the team to support you
- Competitive commercials
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.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
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.
Our values are Pioneers, Accountable, Rigour, Care, and Candid. If you are happy that this fits with you, then apply; if not, please don't!
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.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
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 advisors*
- £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
If you are interested in this role please apply below or contact Gregg Waring at Gregg.waring@quilter.com
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
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