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Trainee Mortgage Adviser

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Number of Applicants

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Job Description - Trainee Mortgage Adviser

It's one thing to get trained. It's another to join a business that's good at it.

There are too many mortgage firms where you're soon thrown in at the deep end. Poor leads. Self-employed contracts. Unrealistic expectations. You can soon find yourself a mortgage adviser in name only.

This trainee position isn't with a mortgage business. It's with a London based financial planning/wealth management company. One that charges fees on all their work. One that counts wealthy business owners and famous people from the world of music and sport as clients.

This means that the clients you will end up dealing with are existing ones of the business. There's no "selling" to them as such - the relationship is already there. It's more about building on that existing level of trust and doing a great job for them.

As a business they have a great track record of developing their staff. And what's more - doing it properly.

You'll start off supporting the firm's advisers and their clients. You'll liaise with providers/lenders and oversee the paperwork that comes with it. All to ensure a smooth process from the initial appointment through to post-sale. 

But it's not just admin and processing where you'll build your skills. From an early stage you'll have regular contact with clients by phone, in person and virtually.

After 9-12 months you'll move increasingly into advice related work. Given the client base it will be interesting, challenging and exciting, sharpening your soft skills no end.

Alongside the training there's a proper package reflecting the investment in you:
  • A starting salary of £25,000 - £30,000, depending upon experience
  • Pension and death in service benefits
  • 25 days holiday (+ Bank Holidays) per annum
  • Private Medical Insurance
  • Cycle to Work Scheme
  • Hybrid/flexible working (location and hours)
  • A performance award based on delivering on the firm's core values
  • Participation in the company share options scheme
  • Support with further qualifications, including study leave


In short you'll join a profitable, quality organisation with an enviable client book. You'll get the training and investment you deserve, and all the resources you need to be successful.
  

HERE'S WHAT YOU'LL NEED:

You'll hold CeMAP (or equivalent) and want to be a mortgage adviser. You'll be a mortgage administrator currently or have a background in banking or finance. 

You will be highly organised, have a real attention to detail, and work well under pressure. You'll also be great with tech.

Given the client facing nature of the job you'll be a great communicator and be strong at building rapport. You'll present well too.

You'll also be happy with the fact that for the first 9-12 months you'll have a lot of administrative duties. You will become an adviser but that will be from year two onwards. 
  
  
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Ready to be a mortgage adviser but do it properly? Click apply.

Everyone will receive a response.
Original job Trainee Mortgage Adviser posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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