Mortgage & Protection Adviser: Lead Growth & AI Tools

Mortgage & Protection Adviser: Lead Growth & AI Tools

Full-Time 31500 - 38500 £ / year (est.) No working from home possible
Quilter Financial Planning

At a Glance

  • Tasks: Support customers' property journeys and handle complex scenarios with data-driven insights.
  • Company: Join Quilter Financial Planning, a forward-thinking financial services provider.
  • Benefits: Earn up to 70% on self-generated business, plus admin support and daily leads.
  • Other info: Dynamic role with opportunities for growth in a supportive environment.
  • Why this job: Leverage AI tools to enhance efficiency and make a real impact in the mortgage sector.
  • Qualifications: Ambitious individuals with a passion for mortgage broking and customer service.

The predicted salary is between 31500 - 38500 £ per year.

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.

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Mortgage & Protection Adviser: Lead Growth & AI Tools employer: Quilter Financial Planning

Quilter Financial Planning is an exceptional employer for Financial Advisors, offering a supportive environment that prioritises your professional growth and success. With comprehensive paraplanning and admin support, robust lead generation, and market-focused training, you can focus on what you do best—advising clients and maximising your earning potential. Our strong network across the UK ensures that you are part of a collaborative team dedicated to delivering first-class service and achieving financial goals together.

Quilter Financial Planning

Contact Details:

Quilter Financial Planning Recruitment Team

We think you need these skills to ace Mortgage & Protection Adviser: Lead Growth & AI Tools

Mortgage Broking
Data-Driven Insight
Communication Skills
Customer Relationship Management (CRM)
AI Tools Proficiency
Lead Generation
Problem-Solving Skills