Completed your CeMap qualification and looking for an opportunity to become a Mortgage Advisor-

Anderson Recruitment Ltd; Gloucester; On-site; GBP 20,000 - 25,000; Full time

Job summary

A local estate agency in Gloucester is seeking a Trainee Mortgage Advisor to join their Financial Services team. This is an excellent opportunity to assist with mortgage administration and receive support in transitioning to an advisory role. The ideal candidate will possess strong administrative and customer service skills, and familiarity with the CeMap qualification would be beneficial. This role offers competitive compensation plus benefits in a dynamic work environment.

Benefits

Competitive basic salary

Car allowance

Commission structure once advising

Qualifications

• Previous experience in an administrative or customer focused office role.
• CeMap qualification or equivalent CF1 & CF6 beneficial but not essential.
• Strong IT skills and experience using Microsoft Office.
• Confident written and verbal communication skills.
• Reliable and committed, able to meet deadlines.

Responsibilities

• Support the mortgage team with administration of mortgage and protection applications.
• Liaise with lenders, providers, solicitors, and clients.
• Conduct face-to-face and telephone appointments with clients.
• Give clients advice and recommendations.
• Ensure all documents are appropriately uploaded and recorded.

Skills

Administrative experience

Customer service skills

Strong IT skills

Communication skills

Education

CeMap qualification or equivalent CF1 & CF6

Tools

Microsoft Office

Job description

Looking to join a fun, lively, dynamic and forward-thinking local company? Do you like variety? Would you like to work in a company that can offer future progression opportunities? If so then this could be the perfect role for you!

Our client, a very successful and multi-award-winning estate agency, based in Quedgeley are looking for a Trainee Mortgage Advisor to join their Financial Services team.

This is an excellent foot in the door to the mortgage advisory world where you will begin assisting with all mortgage administration, working closely alongside experienced advisors with the view to them progress into an advisory role yourself.

Whether you have recently completed your CeMap qualification and are looking to get some hands on experience or you have previous administration experience and are looking to step into the world of mortgage advice and wish to build a career in this area, this could be the perfect job for you!

Key Responsibilities:

• Support the mortgage team with administration of mortgage and protection applications
• Regular liaison with lenders, providers, Solicitors and clients to obtain updates and ensure a smooth process from start to finish
• Conducting face-to-face and telephone appointments with clients
• Giving clients advice & recommendations
• Ensuring all documents are uploaded and communications are recorded on the appropriate systems
• Dealing with incoming calls, emails and post
• Responding quickly and effectively to all communication from clients
• Motivating and communicating with colleagues

Candidate Attributes:

• Previous experience in an administrative or customer focussed office role
• CeMap qualification or equivalent CF1 & CF6 beneficial but by no means essential
• Strong IT skills, including experience using Microsoft Office
• Confident communication skills – written and verbal
• Reliable and committed
• The ability to work within a team and to deadlines

Hours: Monday – Friday, with occasional Saturdays (time off given in lieu)

Salary: Competitive basic salary + car allowance and commission structure once advising