Mortgage Advice Specialist

3 weeks ago


Birmingham, Birmingham, United Kingdom Quilter Full time

About the Opportunity:

We are excited to offer an exceptional opportunity for experienced Mortgage Advisers and Paraplanners to join our team at Quilter. This is a fantastic chance to build a successful career as a financial adviser or expand on an already successful advising career.

The Ideal Candidate:

  • Must hold a Diploma in Financial Advice.
  • Strong understanding of investment and pension business.
  • Excellent interpersonal skills.
  • Ambition and Hunger.

Key Responsibilities:

  1. Ensure clients make wise and profitable decisions to meet their financial goals.
  2. Prepare sound financial plans to ensure clients meet their targets.
  3. Advise clients on current financial issues and make recommendations.
  4. Generate new business and build introducer relationships.

What We Offer:

  • Estimated salary: £45,000 - £65,000 per annum.
  • Full paraplanning and admin support.
  • Market focused training provided.
  • National coverage.
  • Many great opportunities for advisers to really maximise their earning potential.


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