At a Glance
- Tasks: Build and grow your own client bank while providing tailored mortgage advice.
- Company: Join a well-established estate agency partnership with strong support.
- Benefits: OTE of £40,000 – £50,000, uncapped commission, and industry-leading training.
- Other info: Enjoy local marketing support and a strong pipeline of leads.
- Why this job: Take control of your earnings and make a real impact in clients' lives.
- Qualifications: CeMAP qualified with a proven track record in mortgage advice.
The predicted salary is between 40000 - 50000 € per year.
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 OpportunityThis role offers the chance to build 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:- Ambitious
- Client‑focused
- Comfortable working in a target‑driven environment
- OTE of £40,000 – £50,000 in year one
- Uncapped commission
- Competitive commission on company‑generated leads
- Enhanced earnings on self‑generated business
- Strong pipeline of buyers, sellers, investors & tenants
- Centralised admin and compliance support
- Local marketing support
- Industry‑leading training and development
- 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
- CeMAP qualified
- 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.
Mortgage Consultant in Bedworth employer: Quilter Financial Planning
Quilter Financial Planning offers an exceptional opportunity for self-employed Mortgage & Protection Advisors in Bedworth, where you can take charge of your earnings with uncapped commission and a strong lead flow from a well-established estate agency partnership. With a supportive work culture, industry-leading training, and local marketing assistance, you'll have the tools to build a successful client base while enjoying a competitive OTE of £40,000 – £50,000 in your first year.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Consultant in Bedworth
✨Tip Number 1
Network like a pro! Get out there and connect with estate agents, attend local events, and join relevant groups. The more people you know, the more leads you can tap into.
✨Tip Number 2
Showcase your expertise! Create a personal brand on social media or a simple website where you can share tips and advice about mortgages. This will help you attract clients who trust your knowledge.
✨Tip Number 3
Follow up, follow up, follow up! Don’t let potential leads slip through the cracks. A quick call or message can make all the difference in converting a lead into a client.
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to get started. Plus, we’re here to support you every step of the way!
We think you need these skills to ace Mortgage Consultant in Bedworth
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects your experience as a Mortgage & Protection Advisor. Highlight your CeMAP qualification and any relevant achievements that showcase your ability to generate and convert new business.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for this self-employed role. Share your passion for helping clients secure their dream homes and how you can contribute to our estate agency partnership.
Showcase Your Client-Focused Approach:In your application, emphasise your client-focused mindset. We want to see how you've built trusted relationships in the past and how you plan to do the same with our clients.
Apply Through Our Website:For the best chance of success, make sure to apply through our website. This way, we can easily track your application and get back to you quickly!
How to prepare for a job interview at Quilter Financial Planning
✨Know Your Stuff
Make sure you brush up on your mortgage and protection knowledge. Be ready to discuss different products, market trends, and how you can tailor advice to meet client needs. This shows you're not just a candidate, but a knowledgeable advisor.
✨Showcase Your Success
Prepare to share specific examples of how you've successfully built a client base or converted leads in the past. Use numbers and results to back up your claims. This will demonstrate your ability to thrive in a target-driven environment.
✨Build Rapport
Since this role involves working closely with an estate agency team, practice building rapport. Think about how you can connect with the interviewers and show that you can foster strong relationships with clients and colleagues alike.
✨Ask Smart Questions
Prepare thoughtful questions about the support you'll receive, the lead flow, and the company culture. This not only shows your interest in the role but also helps you gauge if it's the right fit for you.
