Trainee Mortgage Advisor

• Varied trainee role, initially supporting the team and customers, developing into a Mortgage Advisor role
• Once trained, performance related bonuses, private medical, private dental
• Study support is offered for someone looking to gain their full CeMAP
• Excellent career progression in a supportive environment

We have an excellent opportunity available to join this well-established team of Advisors, with excellent earning potential once trained. Working hours are Monday-Friday 9am-5.30pm, based on-site at the company offices.

You will start your journey with the company as a trainee, supporting the team with a range of administrative skills, liaising with a range of third parties, completing a variety of documentation, checking applications and updating systems. With support, you will begin to advise whilst gaining your CeMAP qualification. The company develop their staff, so if you are looking to join a team where you can move your career forwards, this is the opportunity for you! 

You will be responsible for:

• Building relationships with customers
• Handling customer queries regarding a range of mortgages on a day-to-day basis
• Supporting third parties with queries via email and telephone calls
• Supporting the office with administration, checking documentation, updating systems and handling incoming post
• Obtaining additional information to ensure customer applications are complete
• Reviewing and checking a range of documents, using a variety of computer packages
• Speaking with customers over the telephone to verify security information
• Once trained, advising on mortgage products and completing customer applications
• Meeting and exceeding set targets and meeting FCA compliance

We are looking for:

• Highly professional, motivated and team-orientated individuals, with a real desire to succeed
• An interest in the mortgage sector, looking to complete CeMAP qualification or recently qualified/part-qualified
• A general understanding of the basic principles of lending
• Excellent communication skills and strong numerical aptitude
• The ability to explain complex information clearly and simply
• Administrative and IT skills

We are looking for candidates who enjoy a combination of administration and customer service duties. You will be proactive, professional and motivated, as well as having the drive to succeed. You will also need a keen eye for detail, strong numerical skills and the ability to prioritise your workload. The company are supportive and offer excellent career development. If you have relevant industry experience or are looking to develop a career within financial services, call us or apply today!

The successful candidate will be required to complete a credit check, DBS and full referencing at offer stage.