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Trainee Mortgage Advisor

Job Description - Trainee Mortgage Advisor

Are you looking for a firm that can help to launch your mortgage advising career, look no further! We are recruiting a Trainee Mortgage Advisor for a well-established, Google 5 Star rated firm. Through ongoing training and support from experienced professionals as well as marketing resources you will be coached in growing your network, generating leads and working with introducers. With flexible hybrid working in bright and modern offices in Cranleigh. Combined with your drive and passion for providing great advice and incredible customer service you are destined to be successful.

Key Responsibilities as a Trainee Mortgage Advisor:

  • Provide advice and recommendation on Mortgage & Protection Products.
  • Initially managing cases through from generating enquiries to completion.
  • Maintain relevant and up to date skills and knowledge through regular CPD (continuing professional development).

Requirement Skills & Qualifications for a Trainee Mortgage Advisor:

  • Must be CeMAP or CII Certificate in Mortgage Advice qualified or equivalent.
  • Located within 60 minutes from Cranleigh for ongoing support, training, meetings and team building.
  • Ability to communicate effectively and build rapport quickly.

Benefits for a Trainee Mortgage Advisor:

  • Ongoing training and support from experienced professionals.
  • Pathway to achieve CAS (competent adviser status).
  • Access to regular training and ongoing CPD (continuing professional development).
  • Marketing support available to help grow your client bank including practice branded material and pre-approved social media posts.
  • Lead Support: with a number of quality leads provided from a variety of sources you will continue to grow your client bank.
  • Flexible Hybrid working.
  • Access to bright, modern offices in Cranleigh with client meeting rooms.
  • Generous commission splits of up to 70% on self-generated business.
  • Administrative support available in the future upon achieving required volumes, to help take your career further.
  • Potential to move into full financial advice.

Apply now to take the next step in your career as a Trainee Mortgage Advisor!

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